Brown & Brown of Florida, IncFort Lauderdale is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Account Manager for our Employee Benefits Division. Our clients are employers, and we offer them cost-effective benefit packages for their employees and dependents, that include medical, dental, vision, life, disability, HSA's, FSA's, STD, LTD, and more. The Account Manager maintain and strengthen business relationships with an assigned group of clients. The individual will work closely with Producers, Marketing Reps, Customer Service Reps, and other Brown & Brown staff to service clients, implement and renew group benefit plans, and seek opportunities to increase our services and all Brown & Brown product offerings.
Ensure Overall Client satisfaction by proactively managing and anticipating the day to day needs of clients through regular phone contact and occasional clients visits;
Establish a Client Service Plan (per company guidelines) with each client based on mutual goals and objectives and maintain a monthly progress report of Service Plan activities for management review;
Develop and maintain solid relationships with vendors, as well as internal staff;
Manage implementation of all carrier or plan changes including verifying plan benefits sold, rates, proper paperwork submission, and coverage verification;
Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training;
Complete the Marketing Checklist with the Account Managers;
Manage Quality Control requirements; Maintain account files and oversee that documents are placed into appropriate sections for Quality Control guidelines;
Review and analyze policies, benefit summaries, SPD's, forms, and rates for accuracy;
Work with Producer or Benefits Consultant and Marketing Rep to develop renewal proposals (to be presented by the producer or Benefits Consultant); Responsibilities may include comparative spreadsheets;
Utilize Agency Management System as required by company policy;
Oversee coordination of client service initiatives including, but not limited to online enrollment systems, Coordination of Health Fairs and Wellness initiatives, website tools, member surveys, open enrollment materials and meeting schedules, etc.;
Performs any other duties that may be assigned.
Required EDUCATION & SKILLS:
3+ years' experience of employee benefits account management with an agency, health insurance carrier, PEO, or similar
Experience working with group sizes that are 50+ employee lives, Middle Market and Large Group
Demonstrated proficiency in all areas of employee benefits
Working knowledge of Affordable Care Act, 5500, SPD, Medicare Part D, HIPAA and other compliance areas
Strong customer service mindset and focus
Ability to communicate effectively, orally and in writing
Excellent organizational and time management skills with meticulous attention to detail
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint
Must conduct yourself with high ethical principles at all times
4 year college degree preferred; High School Diploma is minimum requirement
Knowledge of TAM (Applied Systems) and Brokerage Builder preferred
Florida License in Life, Health & Annuities (215), or required within 90 days of employment
Bilingual Spanish and English a PLUS!
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Brown & Brown, Inc.