Account Executive responsible for cultivating relationships and enhancing customer satisfaction with Duke Energy’s major clients. Collaborating internally to drive business objectives and growth opportunities.
About the role
- Employee Benefits Account Executive managing a portfolio of clients at Brown & Brown. Supporting clients’ financial consulting and delivering insights for employee benefits programs.
Responsibilities
- Proactively develop and execute client benefit program strategy.
- Lead client meetings as appropriate.
- Manage onboarding of new clients.
- Maintain strong product and industry knowledge.
- Develop and sustain relationships with vendors.
- Require reduced guidance from the Team Lead on day‑to‑day tasks and deliverables.
- Guide and provide insight on team tasks, training, and onboarding.
- Maintain awareness of opportunities for client revenue enhancement.
- Demonstrate proficiency in compliance, benchmarking, renewal, and marketing processes and deliverables.
- Prepare and audit client benefit statements.
- Adhere to the 2‑day advance preparation requirement for meeting materials to support the peer review process.
- Remain current on industry trends, product development, legislation, coverages, technology, and market conditions.
Requirements
- Minimum 4-year degree or equivalent work experience
- Proficient with MS Office Suite
- Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- 4+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
- 1+ years financial experience
- Strong technical knowledge of the industry of expertise currently being targeted.
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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