Employee Benefits Strategic Account Executive
At a glance
Mid-level Account Executive role at Bb Insurance. Ft. Lauderdale · full-time · no salary stated · we estimate $87,500–$180,000 across the United States.
Bb Insurance has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Guide an assigned client portfolio, protecting retention and satisfaction while finding opportunities for organic growth
- Coordinate teams delivering renewals, reporting, employee communications, enrollment materials, compliance resources and wellness programs
- Build client-specific market and renewal plans with marketing, finance, producers and clients, including carrier approaches and plan options
- Review benefit plans, contracts and carrier proposals to flag coverage gaps, compliance risks and ways to manage costs
- Lead client reviews covering claims, utilization, benchmarking and renewal strategy, and assess benefits risks in merger and acquisition work
What you bring
- Hold a Florida 2-15 license
- Bring a bachelor's degree or equivalent experience, plus at least five years working with health insurance and healthcare compliance
- Use the MS Office Suite proficiently
- Communicate and present effectively in writing, verbally, in person and by phone
Who this fits
This mid-level account executive role suits someone who can advise clients, manage relationships and coordinate cross-functional delivery. You’ll travel to client sites when needed and support employee education and open enrollment meetings. The role is based in Ft. Lauderdale.
From the employer
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 Strategic Account Executive to join our growing team in Ft. Lauderdale, FL!
The Employee Benefits Strategic Account Executive is responsible for account management, sales and customer service support to the sales team using a variety of skills and knowledge of the insurance market, products, and competition.
How You Will Contribute:
- Serve as the strategic advisor and primary relationship manager for an assigned book of business, driving client retention, satisfaction, and organic growth through proactive account management and consultative benefit strategies.
- Lead cross-functional teams to ensure timely and accurate delivery of client service deliverables, including reporting, renewals, employee communications, benefit guides, open enrollment materials, compliance resources, technology solutions, and wellness initiatives.
- Lead the development and execution of client-specific go-to-market strategies by coordinating with marketing, finance, producers, and clients to define timelines, deliverables, carrier marketing approaches, contribution strategies, and plan alternatives. Communicate strategic objectives and renewal goals to the marketing team, ensuring alignment and effective execution throughout the marketing and renewal process.
- Conduct comprehensive evaluations of benefit programs, contracts, and carrier offerings to identify coverage gaps, compliance risks, cost-containment opportunities, and plan enhancement recommendations that align with client and office growth objectives.
- Lead recurring strategic business reviews including stewardship meetings, claims and utilization analyses, benchmarking reviews, renewal planning sessions, and annual benefit strategy discussions with client decision-makers.
- Support and participate in employee education and open enrollment meetings as needed, while ensuring all client commitments and project timelines are successfully executed across departments.
- Travel to client sites as required
- Manage the benefits due diligence process for mergers, acquisitions, and prospective opportunities, including data analysis, risk assessment, executive summaries, and presentation of findings and recommendations to leadership and client stakeholders.
- Coordinate internal and external resources to deliver comprehensive client solutions and identify opportunities to introduce additional products, services, and risk management strategies that enhance the client relationship.
Licenses & Certifications:
- Florida License 2-15
Skills & Experience to be Successful:
- Bachelor's degree or equivalent experience
- Minimum 5-7 years of experience with health insurance and healthcare compliance
- Proficient with MS Office Suite
- Exceptional communication and presentation skills, including verbal, written, in person, and telephone interactions.
- Ability to maintain a high level of confidentiality
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.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
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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