Sr. Account Executive - EB

Job ID
# of Openings
Employee Benefits Service
Office Location
300 Colonial Center Parkway
Location : Location
US-FL-Lake Mary


Job Title: Senior Account Executive - EB

Department: Employee Benefits

Reports to: Team Leader - EB

FLSA Status: Exempt

Job Code: EB11SA1E


Summary The Senior Account Executive is a leading account management position and will provide a high level of sales support to the Producer, the 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 other internal and external business partners.  We are searching for talent in both the Lake Mary and Tampa, FL area.



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.


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 insure client’s needs are met and acts as project manager. Coordinates efforts of Employee Benefits team assigned to the client.


Understands the client’s business and assists in developing Employee Benefit programs that supports the client’s goals and objectives.


Identifies opportunities for adding other lines of coverage or services. Makes sale.

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.


Coordinates and ensures a smooth implementation process for new key account groups.


Assures initial contract / SPD review is done within 30 days of receipt, and corrections made if required.


Works with Analyst in obtaining financial utilization data at regularly scheduled release dates.


Assures completion and accuracy of benefit plan design comparisons.


Collects from clients all required forms, data, or schedules necessary for proper regulatory compliance.


Follows up on delinquent premium notices per Late Pay Follow-up Procedure.


Assists in tracking commission payments.


Updates on-going activity in Agency Management System.


Maintains client files according to Agency standards.


Assists clients with compliance issues as necessary.


Assures HIPAA compliance.


Participates in agency audits.


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.



To perform the job successfully, an individual 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.


Change Management - Communicates changes effectively. Improves processes and services.


Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness




Skills and Qualifications To perform this job successfully, an individual 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.


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.


While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.

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.



Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed