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Benefits Account Executive

FrankCrum Clearwater, FL Full-Time
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The purpose of this position is to support sales and client retention through excellent customer service by performing the underwriting, quoting, and processing of new and renewal group benefit plans.   

Essential Duties

  • Acts as the main point of contact to current and prospective clients regarding their offer of group benefit plans such as health, dental, life, disability, etc.  
  • Provides a consultative review and analysis of a client’s existing benefit plans.
  • Underwrites, identifies, prepares comparisons, and clearly presents benefit plans to clients.
  • Performs timely follow-up with clients and maintains data in Pipeline.
  • Processes renewals in a timely manner to the client and provides alternatives as necessary.
  • Assists brokers and direct sales staff to ensure clear presentations by providing rates and plan comparisons, product information, and guidance.
  • Provides the Benefits Administration Summary (BAS) or BAS Addendum, as needed, to the Benefits Implementation Specialist.
  • Coordinates hand-off of process to the designated Benefits Specialist. 
  • Assists with annual open enrollment, roll out of new products, etc.
  • Performs other duties as assigned.  

Knowledge, Skills, and Behaviors

  • Knowledge of Federal and state laws regarding employee benefits and insurance sales, COBRA, PPACA, ERISA, Section 125, etc.
  • Knowledge of company services and products, and business profitability and risk management. 
  • Skill to establish and maintain filing systems, format, proofread, edit documents, and perform calculations. 
  • Skill to use Ultipro, Isynergy, Word, Excel, and Outlook with proficiency. 
  • Skill to be organized, give attention to detail, exercise follow up, analyze data and prepare recommendations. 
  • Skill to effectively plan, organize, and prioritize work assignments to meet deadlines, and be effective when working independently or cooperatively as a team member. 
  • Ability to consistently report to work on time prepared to perform other duties of the position.

Minimum Requirements

  • High school education or equivalent.
  • One (1) year of benefits experience.
  • Florida 2-15 license.  
  • Florida driver’s license. 

FrankCrum is an equal opportunity employer prohibiting discrimination on the basis of race, color, sex, age, religion, national origin, disability, marital status and any other characteristic protected by local, state or federal law.


Recommended skills

Benefits Administration
Employee Retirement Income Security Act
State Laws
Employee Benefits
Insurance Sales
Retention Management
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Job ID: BMID27398202


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