Customer Service Representative Employee Benefits

Brown & Brown, Inc. Fort Lauderdale , FL 33301

Posted 2 months ago

Job Summary

Brown & Brown of FloridaFort Lauderdale is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Customer Service Representative for our Employee Benefits Division. Our clients are small to large 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 Customer Service Representative will support business relationships with an assigned group of clients by providing customer service and follow up. This individual will work closely with Account Managers, Producers, Marketing Reps, and other Brown & Brown staff to service clients, and support the implementation and renewal of health and welfare programs.

Essential Duties and Responsibilities:

  • Ensure overall client satisfaction by providing timely resolution and follow up of service issues that may arise including claims, billing, eligibility, enrollment, etc.; document all client inquiries and service issues

  • Work under the direction of Account Managers to assist in the fulfillment of client needs

  • Follow the renewal calendar and proactively manage timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines; this includes census requests

  • Develop and maintain solid relationships with vendors as well as internal staff

  • Produce open enrollment materials and benefit handouts

  • Maintain account files and ensure that documents are placed into appropriate sections for Quality Control guidelines; complete the Quality Control checklist

  • Coordinate open enrollment paperwork submission; verify paperwork and enrollment forms are submitted correctly, verify post enrollment selection and billing for accuracy

  • 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 Manager

  • As requested by the Account Manager, review policies, benefit summaries, SPD's, forms and rates for accuracy

  • Assist the Account Manager, Marketing Rep, and Producer/Benefits Consultant in developing renewal proposals, including creating comparative spreadsheets and putting presentation binders together.

  • Utilize Agency Management System as required by company policy

  • All other duties as assigned

Required Skills

  • 2+ years' experience in agency, insurance carrier, PEO or Human Resources field

  • Knowledge of Group Benefit Plans and health & welfare benefits

  • Able to obtain their 2-15 Life & Health License within 6 months of employment

  • Excellent organizational and time management skills

  • Ability to write and verbally communicate in a professional manner

  • Proficient in Excel and Word. Knowledge of PowerPoint preferred

  • High School Degree Required. Bachelor's Degree preferred

  • Bilingual Spanish a PLUS!


Salary Range



To APPLY for this position, scroll to the top of this posting and click on APPLY HERE. If you have any technical difficulties please email [email protected]

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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Customer Service Representative Employee Benefits

Brown & Brown, Inc.