Overview:
We're representing a high-performance employee benefits consulting team seeking an experienced Account Executive to join their growing group. This strategic, client-facing role is ideal for someone with a deep understanding of employee benefits, strong technical capabilities, and a consultative mindset. You'll play a pivotal role in onboarding, renewals, and performance improvement initiatives while supporting clients across a broad range of benefit solutions. The firm offers rare access to niche markets and specialized knowledge, empowering you to grow and thrive in a dynamic, fast-paced environment.
What You'll Be Doing:
As a senior member of the team, you'll take full ownership of assigned accounts and deliver strategic advisory services to clients.
Key responsibilities include:- Leading client onboarding and renewal cycles with precision and proactivity
- Managing key client relationships with HR teams, executive leaders, and vendor partners
- Conducting plan analysis, cost-containment reviews, and benchmarking
- Overseeing system workflows in platforms like Employee Navigator and HubSpotCollaborating with internal and external stakeholders to ensure delivery of client goals
- Identifying new opportunities for expanded service offerings
- Core Functions
- Serve as a strategic advisor, bringing consultative insight to plan design and performance
- Analyze client data to uncover trends and develop actionable strategies
- Navigate complex benefits issues and drive resolution through critical thinking
- Support compliance with ACA, COBRA, and other regulatory frameworks
- Maintain relationships with carriers and vendors, reviewing and negotiating proposals
- Prepare benefit summaries, client presentations, and recommendations
- Ensure proper documentation in compliance with E&O standards
- Actively participate in client and carrier meetings (virtual and occasional in-person)
- What You Bring
Required: 5+ years of experience in employee benefits (broker, carrier, or consultancy)
Advanced understanding of funding structures, especially self-insured plans Hands-on expertise with Employee Navigator and benefit system implementation Active Life, Health, and Accident license Demonstrated ability to resolve issues through root cause analysis and problem-solving
Preferred:- Familiarity with Applied Epic, HubSpot, FormFire, Zywave, or similar platforms
- Knowledge of payroll systems (e.g., ADP, Paychex)
- Bilingual in English and Spanish
- Project management experience or training
Why Join:
This TeamThis organization prioritizes flexibility, autonomy, and growth. You'll be joining a team that values:
- Continuous Learning – Stay ahead with training and shared expertise
- Empowered Autonomy – Supportive leadership with room to innovate
- Career Advancement – Opportunities to lead and shape client strategies
- Comprehensive medical, dental, and vision insurance
- Life, disability, and critical illness coverage
- Tools and tech support for your home office
Additional Info:- Full-time, remote position based in Florida
- Occasional travel may be required
- Background checks and assessments may be part of the hiring process
- Commitment to diversity, equity, and inclusion is a core value
- Seniority level
- Mid-Senior level
- Employment type
Full-time
Job function
Customer Service
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