Employee Benefits Account Executive

Brown & Brown is seeking an Employee Benefits Account Executive to join our growing team in Houston, TX!   

Summary:

Builds and maintains strong relationships and service standards for high profile clients. Direct point of contact for all daily service issues as well as processing and marketing of all Book of Business renewals and supports the Producers on these accounts. Also acts as the Marketing Manager for all renewals, giving direction and guidance to the assigned teammate to support the Benefits Team.

Essential Duties and Functions: 

• Communicate resources within Brown & Brown to round out clients (Pharmacy, Retirement, Commercial, etc.)

• Drive the Client Service Cycle

• Independently and with the Benefit Consultant manage accounts increasing in complexity and funding type based on experience

• Maintains direct account responsibility and is a strategic relationship manager and client liaison

• Responsible for retention for an assigned group of clients

• Provide guidance, training and mentorship to new hires, service teammates, team resources and anyone that needs assistance

• Work closely with teammates and resources to prioritize workflow, ensure accountability and follow-through

• Address and resolve internal and external challenges

• Keep clients well-informed of compliance related issues

• Identify client needs, provide solutions while leading and managing strategic objectives for clients

• Work with teammates to ensure compliance with all I/O Standards

• Develop, cultivate and maintain positive relationships within the Houston office, with clients and with vendor partners

• Leverage Brown & Brown’s resources (The Spot), available tools (Excel, PowerPoint, etc.), established work products and knowledge to maximize efficiency and effectiveness in client deliverables

• Manage client and vendor expectations to ensure timely delivery of requests

• Drive and foster innovation.  Don’t be satisfied with the status quo!  Generate new and practical ideas, always looking to improve

• Maintain up to date records in BAM

• Comply with Brown & Brown processes, I/O standards and office initiatives

• Complete training and professional development to gain an understanding of the insurance industry and Brown & Brown processes

• Exemplify the highest ethical standards, promote ethical behavior and uphold The Power of BE

Qualifications:

• Bachelor’s Degree in related industry preferred and/or equivalent experience, minimum 5 years

• Proficient with MS Office Suite

• Microsoft Excel – Strong to expert level skills

• Strong analytical and critical thinking ability

• Ability to maintain a high level of confidentiality

• Excellent verbal and written communication skills

• Ability to work independently and exercise judgement

• Detail oriented with excellent organizational skills, capable of both interpreting data as well as interacting with clients on a time-sensitive basis

• Demonstrates a sense of urgency and a proactive approach to meeting client requirements

• Life & Health Insurance license required

• This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.  If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

Work Environment:

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

The noise level in the work environment is usually moderate.

Physical Requirements Necessary on a Regular Basis:

• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone 7-8 hours per day.

• Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day.

• Vision sufficient for use of a computer monitor.

• Ability to sit at a desk 7-8 hours per day.