Account Executive Enrollment Services

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Winston Benefits, a Brown & Brown company, is seeking a Account Executive of Enrollment Services to join our team! The role of the Account Executive of Enrollment Services will serve as the primary point of contact and the face of the organization for assigned client accounts, building strong relationships based on trust, transparency, and reliability.

WHAT YOU'LL DO:

• Develop customized benefits solutions tailored to the unique needs and goals of each client.
• Identify and implement opportunities for improvement and innovation, ensuring that our clients receive best-in-class benefits administration across third-party platforms including ADP, Workday, bswift, and PlanSource.
• Uphold our commitment to excellence by consistently meeting and exceeding Service Level Agreements (SLAs) and Key Performance Indicators (KPIs).
• Serve as the primary point of contact for assigned clients, managing day-to-day operational support, platform inquiries, escalations, and benefit-related requests.
• Gather and analyze client feedback, identifying areas for improvement, system optimization, and enhanced employee experience within third-party platforms, and lead the implementation for any necessary changes.
• Partner with clients & internal team to support benefits administration activities including Open Enrollment, New Hire and Qualifying Life Event processing, eligibility updates, and ongoing enrollment maintenance.
• Build positive relationships with existing clients, ensuring their satisfaction with our services.
• Conduct annual “Year in Review” with the client to identify and implement improvements.
• Lead collaboration between clients, executive leadership, and external stakeholders, resolving issues with top-tier professionalism.
• Provide administrative support including meeting scheduling, maintaining current client documentation, and providing guidance for internal standard operation procedures.
• Work with internal partners to manage, update and approve their benefits administration portal and enrollment transactions, ensuring a seamless and user-friendly experience for clients and their employees.
• Manage client benefit requests, including benefit changes, product upsells, new groups, acquisitions, divestitures, and escalated issues.
• Stay informed of industry trends, regulatory changes, and emerging technologies to maintain a deep understanding of the benefits landscape.
• Generate and provide client facing reporting, scheduled and on an ad-hoc basis.
• Assists with special projects such as client implementations, dependent eligibility audits and renewals.
• Perform other duties as assigned.

WHAT YOU'LL NEED:

Required:

• Strong knowledge of benefits administration and healthcare regulations.
• Exceptional communication, negotiation, and interpersonal skills
• Above average knowledge of Microsoft Suite of programs and Outlook.
• Above average technical abilities with troubleshooting systems.
• Intermediate Excel ability with formulas and pivot tables.
• Strong project management skills.

Preferred:

• Bachelor’s Degree preferred.
• Experience in bswift, Workday, ADP & other Benefits Administration systems.
• 5 or more years of insurance industry and/or technology experience related to servicing benefits administration accounts preferred.

Pay Range

60000 - 75000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.