TEL Staffing & HR

Account Executive (On-Site)

Altamonte Springs, FL
Full Time
Sales and Marketing
Mid Level
We are seeking a full-time Account Executive to work on-site for our Altamonte Springs Florida office. 

We are a full-service, independent agency with its principal office in Altamonte Springs, FL.  We provide a full range of benefit consulting services with a desire to help business owners design customized employee benefit programs to recruit and retain long-term team members.  Our goal is to provide access to quality and affordable solutions to as many people as possible.

This position will be based at our main office in Altamonte Springs, FL, and is NOT deemed to be a Work from Home (WFH) position. Regular local travel is required, with occasional out-of-town travel as needed. Advance notice will be provided for any and all Out-of-town travel and/or work.
 
Employees may be permitted to work from home (WFH) occasionally or regularly, depending on several factors and the arrangements made with the Director / Manager. Working from home is a privilege that may be revoked at any time. Company may request that an employee be present in the office at any time (regardless of scheduled WFH time) or deny a request to work from home based on business needs, employee performance, or viability of doing the work from home. To be eligible to WFH, an employee must have access to reliable internet and a space that is free from excessive noise or distraction.

POSITION SUMMARY:
This position has accountability for interacting day-to-day with our clients, prospective clients, carriers/TPA’s and General Agents, with responsibility to promote our services and to:
  • Exemplify our Core Values of-
- Loyalty                                                                
- Driven                            
- People Matter                                                        
- Believe in What We Do
- Creative Problem-Solving              
- Integrity
  • Actively Pursue and Fulfill our Mission
  • Serve as the Primary Relationship Manager for Client Decision-makers
  • Achieve 95% or Greater Client Retention 
  • Increasing existing base/commission by 10%/yr with new products/lines of coverage. 
  • Consistently Create, Communicate, and Deliver our Value Proposition
  • Facilitate top-down education, from decision-makers to employees  
*** This Position will Report Directly to the Chief Operating Officer (COO)***
 

KEY RESPONSIBILITIES:
  • Drive the client timeline: Develop and execute annual planning, renewal, compliance, and service calendars that demonstrate leadership and accountability in managing client expectations.
  • Be visible and credible to client decision-makers: Proactively communicate, prepare thoroughly for meetings, and present solutions confidently to C-suite and HR leaders.
  • Build trust: Demonstrate competence, deliver on commitments, and provide clear, timely communication that builds confidence and loyalty.
  • Establish long-term partnerships: Cultivate client relationships that go beyond transactions: measured by retention, cross-sales, and client referrals.
  • Uphold our Core Values, embrace innovation, and drive continual improvement to ensure Team is seen as cutting-edge professionals

ROLES & RESPONSIBILITIES: (including, but not limited to)
  • Work during professional hours: Maintain timely responsiveness during standard business hours to reinforce reliability and professionalism.
  • Build the current Book of Business and client relationships and engagement to increase client satisfaction, retention, and cross-selling and referral opportunities.
    • Serve as the primary/lead contact for all assigned client accounts
    • Handle incoming calls and emails in a timely and efficient manner, including routine or challenging requests. Document calls and emails in our Agency Management System
    • Coordinate with internal resources to deliver timely solutions according to client needs and objectives
    • Collaborate with employees, healthcare providers, and insurance carriers to resolve benefits-related issues and guide individuals through the complexities of healthcare access and claims processing
    • Record advocacy and claim inquiries with status and resolutions in our Agency Management System
  • Promote client engagement (at all levels), which includes processes to:
    • Complete the annual UBA Survey, when applicable o Employee advocacy (claims and/or service issues) 
    • Consistently deliver and execute our Scope of Service (by client size)
    • Ensure timely acknowledgment and response to email and calls. 
    • Follow workflow templates, communicating with management on any bottleneck areas needing review/adjustments
    • Provide analytical support for client projects
    • Meet and/or exceed our touchpoints / client engagement scorecard metrics 
  • Renew and retain 95% of existing accounts based on the same period one-year prior o Develop a positive relationship with the client with long-term client retention the goal o Retention is measured by comparing current medical lives to the same period 1-year prior
  • Support the T2 Eligibility/Billing Analyst (Analyst)
  • Educating Clients on our Eligibility Process 
    • Communicate with Analyst to achieve timely, accurate, turn-around o Audit Analyst activities/outcomes, upon the request of Director and/or COO
  • Maintain documentation per our Protocol (Dropbox)
  • Audit client files, upon request
  • Document client and prospective client information in our Agency Management System
  • Client and Account Contacts (keep data current per our SOP)
  • Distribution Lists (Goggle Form submission per our SOP)
  • Policy Management (Benefit Zone)
  • Carrier / Vendor Contacts (Benefit Zone)
    • Wins/Losses are updated in our Agency Management System (per our SOP) 
    • Create client-ready deliverables, including but not limited to:
    • Meeting Agendas
    • Pre-Renewal and Renewal Presentations
    • Marketing Analysis/Presentations 
    • Stewardship Reports
    • Benefit Guides and Annual Compliance Notifications
    • Other Items, upon request of leadership or the client
  • Renewal and Annual Open Enrollment
  • Track key account metrics throughout the year, not just at renewal
  • Execute renewal / Open Enrollment in accordance with our SOP (BenefitZone)
  • Drive strategic account planning and marketing initiative 
      • Formulate plan design recommendations
      • Conduct carrier negotiations (dependent on client size, a Producer may be involved)
      • Analyze proposals for accuracy 
      • Spreadsheet (if not done by GA)
      • Develop renewal timeline 
      • Implement new insurers and/or products based on client’s decisions
      • Facilitate on-site enrollment meetings, in-person or online (i.e. Calendly)
      • Complete Employee Navigator onboarding/renewal tasks, per our SOP and our processes.
  • Market and cross-sell new products to existing accounts 
  • Increasing existing base/commission by 10%/yr with new products/lines of coverage. 
    • Measured by comparing gross receivables for the same period one year prior
  • Engage actively with our Sales/Marketing Team to close new business opportunities
  • Work with the Sales/Marketing Team to identify current prospects, referral sources and new sales pipeline recording activities per our SOP.
    • Lead the Marketing/Sales activities for assigned prospective clients 
      • Goal: Close new opportunities (dependent on ATNE, a Producer may be involved)
      • Prepare and submit AOR to appropriate carriers per our SOP
      • If unable to do so timely alert Sales Team and/or Director or COO 
      • Request referrals from existing clients/relationships 
      • Actively participate in:
    • Weekly team meetings (regular attendance required)
    • Our sponsored client and marketing functions, upon request
    • Special projects and other duties as assigned               

SKILLS & QUALIFICATIONS: 
  • State of Florida Life and Health Insurance License in good standing
  • Florida Driver’s License in good standing for travel to client locations
  • Personable, good people skills – with clients as well as team members and prospective accounts
  • Team player, collaborative, creative, proactive and flexible
  • Entrepreneurial - outside the box thinker 
  • Multi-tasker, problem-solver, self-starter with excellent organizational skills
  • Knowledgeable about CoPilot, ChatGPT, and/or related AI applications 
  • Proficient in Microsoft Office Suite programs such as...
  • Excel (basic to advanced skill level)
  • Word (intermediate to advanced skill level)
  • PowerPoint (basic to advanced skill level)
  • Capable of adjusting to shifting priorities 
  • Attention to detail
  • Positive and empathetic attitude 
  • Proven ability to earn trust quickly and develop deep relationships with senior leaders
  • Strong interpersonal skills with a natural ability to connect, listen, and advise
  • Excellent time and priority management with a strong sense of urgency and ownership
  • Consistently professional demeanor and presence, both written and verbal
  • Demonstrated ability to manage deadlines and deliver under pressure

 
COMPENSATION & BENEFITS:
Compensation will be influenced by a variety of factors including, but not limited to previous experience, education, pay market/geography, licensing, and specialized skills. In addition, to a competitive salary, team support, and work-from-home basis,  we also offer the following benefits upon satisfaction of the waiting period:
  • Medical, Dental and Vision options (contributory)
  • Accident, Critical Illness, Cancer & Hospital Confinement Plans (Employee Paid)
  • $50,000 Basic Life and Accidental Death and Dismemberment (Employer Paid)
  • Supplemental Life and Accidental Death and Dismemberment (Employee Paid)
  • Short-Term Disability (Employer Paid, Actively at Work requirement)
  • Teladoc, a telemedicine solution for your household (Employer Paid)
  • American Automobile Association Membership (Employer Paid)
  • 401(k) Retirement Savings Plan (First of Month after one-year of continuous employment providing the service hour requirement is satisfied)


TEL Staffing complies with regulations enforced by the EEOC. TEL Staffing is a drug-free workplace.

This position may be Direct-Hire or Temp-to-Hire. No benefits are offered during the Temp period.
Share

Apply for this position

Required*
We've received your resume. Click here to update it.
Attach resume or Paste resume
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Invitation for Job Applicants to Self-Identify as a U.S. Veteran
  • A “disabled veteran” is one of the following:
    • a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    • a person who was discharged or released from active duty because of a service-connected disability.
  • A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  • An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  • An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran status


Voluntary Self-Identification of Disability
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Please check one of the boxes below:

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Human Check*