Senior Account Executive - Employee Benefits
Orchid Insurance
- Fort Lauderdale, FL
- Permanent
- Full-time
- Lead client strategy and relationship management for a defined book of business (250–1,500+ lives), serving as the primary advisor and escalation point, supported by an assigned Benefit Coordinator.
- Develop and execute strategic Client Service Plans, aligning benefit goals with organizational objectives and tracking measurable outcomes.
- Possess a thorough level of understanding of employee benefits, funding arrangements (including self-insured, claims/utilization management, and underwriting.
- Independently lead client meetings and presentations.
- Oversee the full renewal lifecycle—from market analysis and plan design recommendations to proposal development, vendor negotiation, and seamless implementation.
- Maintain expert-level knowledge of industry trends, legislative changes, and compliance mandates (ACA, ERISA, HIPAA, etc.) and guide clients accordingly.
- Proactively resolve complex service issues, ensuring timely communication, accurate documentation, and client satisfaction.
- Lead and support client-facing initiatives including health fairs, open enrollment events, wellness programs, and platform adoption.
- Serve as a mentor and resource to junior team members, promoting best practices and operational efficiency.
- Florida 2-15 Life & Health License required.
- 5 -7 years' experience of employee benefits in an agency, insurance carrier, PEO or equivalent.
- Experience servicing and renewing employer clients with employees ranging in number from 250-1500+
- Demonstrated proficiency in all areas of employee benefits (CEBS certification a plus)
- Working knowledge of Affordable Care Act, 5500, SPD, Medicare Part D, HIPAA and other compliance areas
- Strong customer service mindset and focus
- Meticulous attention to detail
- Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
- Bachelor's Degree highly preferred
- Knowledge of AMS360 agency management software a PLUS!
- 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.