Account Executive, Employee Benefits - Pinellas, FL

Brown & Brown, Inc  |  Pinellas, FL  |  Broker / Agent, Customer Service, Sales
 
 

Brown & Brown of Florida, Inc.-Pinellas Division is growing and seeking an exceptional individual with proven discipline, drive, and commitment to join our team as Account Executive in our Employee Benefits Division.  Our clients are small to large employers and we offer them cost-effective benefit packages for their employees and dependents, that include medical, dental, vision, life, disability, HSA's, FSA's, STD, LTD, and more.

 

The hired individual will be highly motivated and be responsible for account management, direct sales and customer service support to the sale of Employee Benefits, using a variety of skills and knowledge of the insurance market, products, and competition. Provides a source of insurance expertise and strategic analysis to clients and prospects.  Assists in the growth and profitability of the department.

 

Essential Duties and Functions include the following.  Other duties may be assigned.

  • Proactively manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
  • Spend approximately 50% of time outside the office with customers and new business opportunities.
  • Provide customer relations with all levels of client’s decision makers, as well as the day to day technical client representatives.
  • Follow up to address customer needs and resolve any problems or issues.
  • Develop and oversee customer service plans for each client and understand the needs of the customer.
  • Review list of upcoming renewals and make sure that renewal rates are received from carrier and given to agent in timely manner.
  • Coordinate and create the marketing proposal for all clients in assigned book of business.
  • Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreements with customer’s requests and requirements.
  • Remain current on industry trends and information, new product development, legislation, regulatory compliance, coverages and technology.
  • Remain up to date with current market conditions and status of competition.
  • Develop, implement and monitor strategic initiatives to help clients with cost containment and compliance strategies
  • Develop positive business relationships with clients, co-workers, and carrier representatives.

 

Required Competencies:

  • 3+ years’ of experience working in Employee Benefits
  • Experience working with Employee Benefit Client Groups of 50+
  • Minimum of high school diploma or general education degree (GED)
  • Florida Life & Health Insurance license 215 / 2-15
  • Valid driver’s license
  • Proficient with MS Office Suite and Excel
  • Exceptional demeanor on the telephone and in-person
  • Ability to maintain a high level of confidentiality
  • Travel

 

Preferred

  • Associate’s or Bachelor’s in a business or financial related discipline
  • Professional designation
  • Minimum typing speed of 40 to 50 words per minute
  • Agency Management System knowledge
  • Experience with Florida Health Insurance Carriers
  • Proficiency with Publisher

 

We are an Equal Opportunity Employer. 
We take pride in the diversity of our team and seek diversity in our applicants.