Senior Account Executive, Employee Benefits

Brown & Brown Insurance

. Proactively manage a full book of business while providing M&A/Due Diligence support .

Posted 9/19/2026full-timeRemote • United StatesSenior💰 $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and delivering employee benefits solutions, with a strong focus on M&A/Due Diligence support and strategic marketing initiatives. Proficient in navigating regulatory issues and utilizing analytical tools to enhance service delivery and client satisfaction.

Highest-signal resume keywords

Employee Benefits Industry ExperienceM&A/Due Diligence SupportClient Relationship ManagementState Life, Accident And Health Brokers’ LicenseFinancial Underwriting Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Employee Benefits ManagementM&A/Due DiligenceFinancial UnderwritingSelf-Insurance KnowledgeAlternative Funding ProgramsMarketing Strategy DevelopmentNegotiation Skills

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationExceptional OrganizationTime-Management SkillsAbility To Work Under Pressure

Tools & Technologies

Microsoft Office SuiteExcelWordPowerPointOutlook

Certifications & Qualifications

State Life, Accident And Health Brokers’ License

Industry Keywords

Client AcquisitionRFP ProcessHealth And Welfare PlansOpen EnrollmentRegulatory Issues

About the role

Key responsibilities & impact

Proactively manage a full book of business while providing M&A/Due Diligence support
Build and maintain constructive client relationships by exceeding expectations and service delivery
Maintain clear communication with internal colleagues, clients, and insurance carriers/vendors
Develop marketing strategies to obtain competitive pricing, funding, and plan design opportunities
Market coverage through the RFP process and request health and welfare plan renewals
Attend open enrollment meetings and help process enrollment/change forms and documents
Drive discussions around plan performance and design for private equity clients and related portfolio companies
Keep clients apprised of industry trends and state and federal regulatory issues
Anticipate client needs and present strategies to address challenges
Utilize Risk Strategies resources and tools to maximize efficiency

Requirements

What you’ll need

Bachelors’ Degree or employee benefits insurance experience
Minimum 10+ years’ experience within the employee benefits industry
M&A/Due Diligence experience preferred, but not required
Valid State Life, Accident and Health brokers’ license or obtain within 60 days
Excellent verbal and written communication skills
Knowledge of marketing concepts and negotiation of insurance coverage(s)
Expertise in computer applications, especially Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Ability to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
Exceptional organization and time-management skills
Knowledge of financial underwriting, self-insurance (Medical/Rx), and alternative funding programs (captives, RBP, etc.)
Experience growing new revenue with current clients and contributing to new client acquisition where applicable