Senior Account Executive I - Employee Benefits - Hybrid

Orlando, Florida
Oct 25, 2022
Dec 24, 2022
Job Type
Full Time

Senior Account Executive I - Employee Benefits


The Senior Account Executive is a leading account management position and will provide a high level of sales support to the Producer and service team, and customer service to clients.  The position requires a significant degree of independent judgment and discretion in order to meet those service levels.  The Senior Account Executive is also responsible for developing and maintaining relationships with clients, and internal and external business partners. 

Essential Duties and Responsibilities:  Includes the following (other duties may be assigned): 

  • Assist in selling, direct selling, marketing, and customer service in coordination with the Producer and other Agency personnel and identifies opportunities for adding other lines of coverage.
  • Directs customer specific initiatives in collaboration with the Producer which deliver value added services through the execution of client specific business plans and service time lines. 
  • Directs account team to ensure client’s needs are met and acts as project manager.  Coordinates efforts of Employee Benefits team assigned to the client. 
  • Assures that service issues, claims, billing, and eligibility are resolved in a timely manner for the client or the carrier. 
  • Assists in plan design development and implementation. 
  • Works collaboratively with financial team and Producers in underwriting and negotiation on behalf of the client. 
  • Works with Analyst in obtaining financial utilization data at regularly scheduled release dates. Assures completion and accuracy of benefit plan design comparisons. 
  • Assists and works with client to ensure regulatory compliance requirements are met.
  • Assists clients as necessary with compliance and day-to-day issues affecting the client's employee benefits program.
  • Assures HIPAA compliance. 
  • Participates in special projects and teams.
  • Follows agency policies and procedures with respect to all essential duties and responsibilities of the job. 

Supervisory Responsibilities:                    

Carries out supervisory responsibilities in accordance with the Agency's policies and applicable laws. Responsibilities include interviewing and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems. 

Competencies:    Successful candidates should demonstrate the following competencies: 

  • Ability to develop complete client information and applications / paperwork for new and renewal business under the direction of Producer. 
  • Identifies and initiates renewal process - Collects and researches data. Uses intuition, imagination, creativity, and experience to complement data.  Guides clients through the renewal process, in conjunction with Producer and Proposal Analyst, follows up with underwriters and oversees renewal process.
  • Design - Applies design principles; Demonstrates attention to detail. 
  • Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations. 
  • Project Management - Coordinates projects and acts as project manager for team members (IT, Financial Analyst, Proposal Analyst, Account Managers, et al.); Communicates changes and progress; Completes projects on time and budget. 
  • Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.  Participates in continuing professional development as required by Agency procedures. 
  • Customer Service - Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments. 
  • Interpersonal Skills - Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.  Accepts feedback from others. 
  • Oral Communication - Listens and gets clarification; Responds well to questions; Participates in meetings. 
  • Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.  Advance presentation skills.
  • Teamwork - Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed. 
  • Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness. 
  • Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with  goals.  Demonstrates strong negotiation skills. 
  • Cost Consciousness - Contributes to profits and revenue; Conserves organizational resources. 
  • Diversity - Shows respect and sensitivity for cultural differences; Promotes a harassment-free environment. 
  • Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values. 
  • Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Supports affirmative action and respects diversity. 
  • Strategic Thinking - Analyzes market and competition; Identifies external threats and opportunities. 
  • Judgment - Includes appropriate people in decision-making process; Makes timely decisions. 
  • Motivation - Measures self against standard of excellence. 
  • Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently. 
  • Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
  • Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality. 
  • Quantity - Completes work in timely manner; Strives to increase productivity; Works quickly. 
  • Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly.
  • Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. 
  • Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
  • Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan. 
  • Initiative - Must be a self-starter; Undertakes self-development activities; Seeks increased responsibilities; Asks for and offers help when needed. 
  • Innovation - Generates suggestions for improving work; Presents ideas and information in a manner that gets others' attention. 

Skills and Qualifications: A candidate must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Education and/or Experience: 

College degree or equivalent experience. 

Language Skills:        

Ability to read and interpret documents such as insurance policies, Agency policies and procedures, and safety rules.  Ability to write routine reports and correspondence.  Ability to speak effectively before groups of customers or employees of organization. 

Mathematical Skills:                    

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. 

Reasoning Ability:                    

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations. 

Computer Skills:                    

To perform this job successfully, an individual should have knowledge of agency management software; Internet software; Spreadsheet software, PowerPoint, Word Processing software and Microsoft Outlook. 

Other Qualifications:

Must be able to travel.

Certificates, Licenses, Registrations:  

All applicable insurance licenses.               

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

The noise level in the work environment is usually that of a typical office. 


  • Medical
  • Dental
  • Life Insurance
  • 401K Plan with matching
  • Short Term Disability
  • Long Term Disability
  • Vision
  • AD&D
  • Critical Illness
  • Travel Protection
  • Legal Protection
  • Cancer Guardian Comprehensive Cancer Support