Harrison Gray Search is partnering with a leading Florida insurance agency to find an experienced Employee Benefits Account Executive with proven expertise in client-facing service, book of business management, and self-funded plan administration.

Position Overview:

As Employee Benefits Account Executive, you will serve as a primary point of contact for a diverse portfolio of employer clients, building trusted advisory relationships and ensuring their employee benefits needs are consistently met. This role involves hands-on management of a substantial book of business, overseeing the delivery of all key client services—from plan renewals and compliance to open enrollment and claims analysis—with a particular focus on clients with self-insured (self-funded) health plans.

Key Accountabilities:

• Directly manage and grow a portfolio of employer groups, acting as their central point of contact and advocate.
• Lead all aspects of the client relationship lifecycle, including onboarding, renewals, and ongoing account strategy, with a strong focus on self-funded plan administration.
• Prepare and confidently present data-centric materials such as claims experience reports, renewal proposals, alternative plan designs, contribution analyses, and benchmarking directly to decision-makers.
• Oversee day-to-day policy administration for assigned accounts—including compliance documentation (5500s, SPDs, SBCs, etc.), open enrollment logistics, and resolving escalated client issues—in a proactive, detail-oriented manner.
• Serve as the trusted liaison between clients and insurance carriers, ensuring timely issue resolution and the delivery of tailored benefits solutions.
• Maintain regular and professional communication with clients, consistently setting expectations and proactively addressing their evolving needs.
• Evaluate and recommend new or supplemental coverage lines by sourcing competitive proposals from carriers suited to client objectives.
• Conduct in-person and virtual enrollment meetings, delivering clear, engaging presentations and educational materials.

Required Qualifications and Experience:

• 2-15 state insurance license required (or ability to obtain quickly)
• Bachelor’s degree preferred with 5+ years of employee benefits account management experience; background working with self-funded employer groups strongly preferred
• Advanced skills in client presentation, communication, and the Microsoft Office Suite
• Demonstrated success managing a significant book of business in a client-facing capacity
• Candidates with extensive brokerage experience will be prioritized.

Additional Information:

• Travel: Up to 20%, primarily for in-person client meetings and presentations
• Perks include: Comprehensive health benefits, robust professional development, and flexible hybrid work arrangements to support work-life balance