EB Associate Account Manager

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

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

It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for an Employee Benefits Client Assistant to join our growing team in Garden City, NY.

Who We Are Looking For: We are looking for passionate team players who believe in working hard and having fun in a collaborative environment. Our team is customer-focused and values the importance of strong relationships, professionalism, and trust. We embrace solutions-oriented big thinkers who are committed to results and aren't afraid to take risks. We are driven to set goals high and aim even higher.

General Responsibilities:

• Prepare renewal letters along with additional documents such as Insurance Coverage Review Forms, Less than A- Acknowledgment letters and signoff's when applicable

• Prepare quotes for new and existing small groups on our online employee benefits software

• Market Large groups new and existing groups by compiling all benefit information and preparing email to all carriers, then forwarding the RFP

• Provide network analysis

• Prepare spreadsheets based on marketing results for Large group medical marketing and all ancillary products, Life, LTD and Dental

• Prepare overview and proposal for new business and renewal meetings

• All Quality Control Paperwork needed for each renewal completed, RFP Tracking Form, Plan Implementation Form and Plan Rate Confirmation Forms completed

• Forward and follow-up on enrollments, changes, and terminations forms to proper carriers

• Dispute medical/dental claims, appeals, and billing issues

• Assist in group enrollment process reviewing all documentations, copying, and forwarding to proper carrier/general agent and follow up on the processing

• Attend Open Enrollment Meetings and review benefits with employees

• Maintain Electronic Client File

• Provides updates to Account Executive/QC Manager for the Monthly Renewal Report

• Monthly Self Audits to be prepared and given to Account Executive/QC Manager

• Updates TAM with new lines of coverage and policy numbers

• Handle servicing, marketing and replacement for assigned only Small/or Large Group DBL

Required Qualifications:

• High School Diploma or its equivalent

• Proficient with MS Office Suite

• Proficient with Excel

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality

• 1 - 3 years experience in a similar position

• L&H NY State License

Hourly Compensation Range $37 to $41.

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