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Employee Benefits Account Executive - job 2 of 2

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 Phoenix, AZ! 

  

The Employee Benefits Account Executive serves as the overall service contact for a large book of small employee benefits customers. This role involves a high degree of independence and discretion in decision-making. The account executive works closely with clients to understand their needs, design customized benefits packages, develop additional lines of business, and ensure smooth implementation and administration of the benefit plans 

  

How You Will Contribute: 

 

  • Manage and retain an existing book of business and pursue new opportunities through referrals and cross-selling. 

  • Establish, cultivate and manage customer relations with customers and prospective decision-makers; as well as professional relationships with carrier partners, and internal resources throughout the organization. 

  • Plan and direct renewal process for health and life coverages. Recommend the most appropriate insurance solutions, alternative strategies, plan modeling, and cost reduction opportunities. 

  • Ensure renewal, sales, and insurance operations compliance requirements are documented into the agency management system. 

  • Establish, cultivate, and manage customer relations with all levels of customer’s decision-makers as well as the day-to-day technical customer representatives. 

  • Routinely meet with and educate customers on benefits legislation, regulatory requirements, compliance, and new product information that are relevant to their market size. 

  • Identify, develop, and oversee customer needs and service plans for each customer to ensure exceptional customer service and customer satisfaction. 

  • Manage resolution of customer issues as well as escalated employee enrollment and claims issues. 

  • Prepare and execute proposals and presentations while ensuring agreement with customer’s requests/requirements. 

  • Support the sales team with new business meetings and implementation of new customers.  

  

Licenses and Certifications:  

 

  • Life & Health Insurance License required. 

  

Skills & Experience to Be Successful: 
  

  • Four-year college degree (Preferred) 

  • 5+ years’ experience in the employee benefits industry. Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted. 

  • Proficient in Microsoft Office programs.  

  • Exceptional telephone demeanor 

  • Must have excellent customer service and interpersonal skills. 

  • Maintain a high level of confidentiality. 

  • Professional Designation specific to the area of specialty (Preferred) 

  • Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter and maintenance of minimum acceptable insurance coverages are a requirement of this position. 

#LI-KM1

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”. 

Average salary estimate

$70000 / YEARLY (est.)
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$60000K
$80000K

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What You Should Know About Employee Benefits Account Executive, bbinsurance

Join the awesome team at Brown & Brown as an Employee Benefits Account Executive in sunny Phoenix, AZ! In this role, you're not just another employee; you're a vital part of our mission to provide top-notch service to our small employee benefits customers. You're the go-to person with a wealth of independence in making decisions that impact clients’ benefits packages. Your day-to-day involves connecting with clients to truly understand their needs and customizing benefits solutions that make a difference. With 5+ years of experience in the employee benefits space, you're not only managing an existing book of business but also actively hunting for new opportunities and cross-selling our offerings. You’ll be establishing strong, long-lasting relationships with clients and partners, guiding them through the renewal process, and tackling any customer issues that arise with a smile. Your understanding of benefits legislation and compliance is going to be invaluable as you support clients in navigating this complex landscape. Plus, you’ll have the opportunity to educate customers about new products and important changes in the industry. At Brown & Brown, we believe in rewarding self-starters, so your proactive attitude will truly shine here. Enjoy a robust suite of benefits focusing on your overall well-being, from health and financial perks to mental health support. It’s all about giving our teammates the power to be themselves while helping our clients flourish. Come be part of a culture that celebrates growth, inclusivity, and exceptional service!

Frequently Asked Questions (FAQs) for Employee Benefits Account Executive Role at bbinsurance
What are the primary responsibilities of an Employee Benefits Account Executive at Brown & Brown?

As an Employee Benefits Account Executive at Brown & Brown, your primary responsibilities include managing and retaining a book of business, pursuing new opportunities, cultivating relationships with customers and decision-makers, and directing the renewal process for health and life coverages. You will also ensure compliance with insurance operations and educate clients on benefits legislation and new product offerings, making you a key player in the client experience.

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What qualifications are needed to apply for the Employee Benefits Account Executive position at Brown & Brown?

To be considered for the Employee Benefits Account Executive role at Brown & Brown, candidates should possess a Life & Health Insurance License and ideally have a four-year degree. Additionally, a minimum of 5 years of experience in the employee benefits industry, along with proficiency in Microsoft Office programs and strong interpersonal skills, is highly beneficial to excel in this position.

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How does Brown & Brown support Employee Benefits Account Executives in their career growth?

Brown & Brown is dedicated to the professional development of Employee Benefits Account Executives by offering a culture built on meritocracy where self-starters are rewarded. They provide ongoing education on benefits legislation, regulatory compliance, and new products, supporting your growth and expertise in the field, which equips you to tackle challenges effectively.

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What types of benefits can Employee Benefits Account Executives expect at Brown & Brown?

Employee Benefits Account Executives at Brown & Brown enjoy a comprehensive benefits package that includes health insurance, retirement savings plans like a 401(k), tuition reimbursement, and mental health services. The company focuses on the total well-being of its teammates, ensuring they have access to resources that promote both personal and professional growth.

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What skills are essential for an Employee Benefits Account Executive at Brown & Brown?

To thrive as an Employee Benefits Account Executive at Brown & Brown, possessing exceptional customer service skills, strong communication abilities, and a deep understanding of insurance coverages and regulations is vital. An excellent telephone demeanor and the ability to maintain confidentiality also play a significant role in building trust with clients and ensuring successful outcomes.

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Common Interview Questions for Employee Benefits Account Executive
Can you describe your experience in managing employee benefit programs?

When answering this question, emphasize your relevant experience managing a portfolio of benefit programs. Highlight specific successes or challenges you've overcome, focusing on how your management strategies led to improved client satisfaction or operational efficiency.

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How do you approach building relationships with clients and carriers?

To answer this, discuss your strategies for relationship management, including regular communication, understanding client needs, and building trust over time. Provide examples or anecdotes that showcase your efforts in cultivating positive relationships in previous roles.

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What steps do you take to stay updated on insurance regulations and compliance?

In your response, mention any resources you use to stay informed, such as industry publications, webinars, and networking with other professionals. Share your proactive approach to ensuring compliance and adapting to regulatory changes.

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How do you handle customer complaints or issues that arise?

Explain your method for addressing customer complaints. Highlight your commitment to listening to the client's concerns, providing timely solutions, and following up to ensure their satisfaction. Be sure to include specific examples from past experiences.

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What factors do you consider when recommending benefit plan options to clients?

Your response should cover how you assess client needs, budget constraints, and regulatory considerations. Emphasize your analytical skills in evaluating different benefit plans and how you tailor solutions to meet client objectives.

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Describe a time when you successfully closed a complex deal.

Share a detailed story about a challenging deal you closed in your previous role, outlining the steps you took to navigate obstacles and how your persistence and negotiation skills made a difference in securing the agreement.

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How do you prioritize your tasks when managing multiple accounts?

Talk about your organizational skills and how you utilize tools or methods for task prioritization. Examples of how you manage deadlines and customer expectations can further demonstrate your ability to handle multiple responsibilities effectively.

Join Rise to see the full answer
What strategies do you employ for effective proposal presentations?

Here, discuss your approach to creating compelling proposals. Mention how you tailor your presentations to highlight specific client needs and ensure clarity and engagement in your delivery, reflecting your understanding of their business and objectives.

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How do you educate clients about new products and changing legislation?

Discuss your approach in facilitating client education, whether through one-on-one meetings, webinars, or informative resources. Share how you ensure clients feel informed and confident in their understanding of changes that affect their benefits.

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What motivates you to excel in the Employee Benefits field?

Share your passion for helping clients navigate their benefits and insurance needs. Discuss how the dynamic nature of employee benefits drives your commitment to staying informed and delivering excellent service.

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Customer-Centric
Inclusive & Diverse
Collaboration over Competition
Transparent & Candid
Growth & Learning
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DATE POSTED
April 15, 2025

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