Benefits Account Executive

LUMBRA RISK ADVISORS, LLC

Benefits Account Executive at Lumbra Risk Advisors providing technical expertise and client support. Managing accounts and ensuring high-quality service and compliance with insurance products in the state of Florida.

Posted 7/28/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in group account management, ensuring compliance and client satisfaction while effectively communicating insurance strategies. Proficient in processing renewals and maintaining data integrity, with a strong focus on client relationships and retention initiatives.

Highest-signal resume keywords

5+ Years Benefits Experience2-15 LicenseInsurance Product KnowledgeClient Relationship ManagementEmployee Navigator Familiarity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Group Account ManagementRenewal ProcessingData Integrity MaintenanceTechnical GuidanceInvoice Review

Soft Skills

Attention to DetailClient CommunicationProactive Problem SolvingRelationship Building

Tools & Technologies

Employee NavigatorBenefitPointImageRight

Certifications & Qualifications

2-15 License

Industry Keywords

Insurance ProductsClient SatisfactionComplianceRetention InitiativesQuotations

About the role

Key responsibilities & impact

Collaborate with Producers to analyze client needs, coverage forms, and quotations, offering technical guidance that supports sound recommendations.
Manage group accounts with employee populations ranging from 5 to 200 lives, ensuring high quality service and proactive oversight.
Oversee all aspects of group account management, maintaining compliance, accuracy, and strong client satisfaction.
Schedule and lead client meetings, fostering trusted relationships and gaining a deep understanding of client goals.
Prepare presentations for new business and renewal accounts, clearly communicating our value and strategy.
Process renewals and applications, ensuring timely submissions and thorough follow up with carriers.
Review invoices and policy change information, facilitating corrections and maintaining data integrity.
Respond promptly to client inquiries and requests to uphold a superior standard of service.
Proactively identify opportunities to preserve accounts, support retention initiatives, and maintain financial equity for the agency.

Requirements

What you’ll need

Minimum of 5 years of benefits experience with carriers such as UnitedHealthcare, Florida Blue, Principal, Guardian, and EyeMed within the state of Florida.
2-15 License required.
Familiarity with Employee Navigator, BenefitPoint, and ImageRight is a plus.
Ability to process written, digital, and technical materials accurately and with attention to detail.
Strong knowledge of insurance products and their application.