Employee Benefits Account Manager Job at Brown & Brown Insurance

Brown & Brown Insurance Bethlehem, PA

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
General 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 Benefits Team Leader or Producer 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
  • Project management
  • Produce open enrollment materials and benefit handouts and designing benefit guides
  • 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 Producer
  • As requested by the Producer, review policies, benefit summaries, SPD’s, forms, and rates for accuracy
  • Assist the Benefits Team Leader and Producer (or Benefits Consultant) in developing renewal proposals (to be presented by the producer or Benefits Consultant) Responsibilities may include comparative spreadsheets, putting presentations binders together;
  • Utilize Agency Management System as required by company policy;
  • Follow tasks assignments as part of client service initiatives as directed by the Benefits Team Leader or Producer
Required Qualifications:
  • Life, Health, and Annuity License
  • Knowledge of Group Benefit Plans
  • Four years agency experience
  • Proficient with MS Office (Word, Excel and Powerpoint)
  • Exceptional Telephone demeanor
  • Ability to maintain a high level of confidentiality
  • High School Degree or equivalent, college degree preferred
What we offer:
  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Discretionary Time Off (DTO)
  • Generous benefits package: health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan
  • Tuition Reimbursement and Student Loan Repayment Assistance
  • Mental Health Resources
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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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