Offer summary

Qualifications:

Bachelor’s degree preferred; associate degree required., 10+ years in large group Employee Benefits customer service/account management., NYS Life, Accident & Health License required., Basic computer knowledge in Windows environment and ability to create spreadsheets..

Key responsabilities:

Manage and retain an existing book of business and new clients.

Maintain client relations with regular meetings and updates.

Prepare new business strategies and present at employer meetings.

Conduct annual open enrollment meetings and provide technological support for clients.

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking an Employee Benefits Account Executive to join our growing team in Westchester, NY.

As an Employee Benefits Account Executive, you will be responsible for managing key client relationships and providing strategic consulting services using various skills and knowledge of the insurance market.

How You Will Contribute

Manage and retain an existing book of business as well as new clients

Maintain client relations with regularly scheduled meetings, including claims utilization reviews, compliance updates, pre-renewal planning, and renewal meetings.

Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives.

Ensure proper resources from within the organization are involved with the customer and introduce new products and services through the other core business groups, where appropriate.

Identify, develop, and oversee customer needs and service plans for each client and understand the needs of the customer.

Plan and direct renewal process for all lines of coverage. Negotiate rate renewals in collaboration with producers and recommend carrier changes or alternate funding arrangements.

Prepare new business strategies in collaboration with the producer, including proposals and presentations, while ensuring agreement with customers’ requests/requirements.

Develop client communications and present at employer meetings to inform and educate clients on benefits legislation, regulatory requirements, compliance, current industry trends, and new product information.

Complete Stewardship Reports for each client on an annual basis.

Complete Claims Utilization Reviews for each client on a quarterly basis.

Provide technological support for clients on an as-needed basis.

Conduct annual open enrollment meetings, including presentations to employees.

Provide Producer support to retain and grow assigned book of business.

Licenses and Certifications:

NYS Life, Accident & Health License required.

Skills & Experience to Be Successful

Bachelor’s degree (preferred); associate degree is required.

10+ years in large group Employee Benefits customer service/account management at an agency or company level, Required

Must have basic computer knowledge in Windows environment, create spreadsheets with appropriate computer programs.

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Pay Range

$125,000 - $135,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

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