Employee Benefits Client Service Representative

Brown & Brown Gulf States

Lafayette, LA

Job Category: Client Support

Division: Retail

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Job Summary

Brown & Brown Gulf States is seeking a Client Service Representative to join their Employee Benefits team. This individual will provide customer support for client accounts and transactions.

Brown & Brown is a unique, decentralized, publicly traded organization which has grown to be the sixth largest insurance intermediary in the country. With over 75 years of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders. Through our four business segments (Retail, National Programs, Wholesale Brokerage, and Services), Brown & Brown provides risk management solutions to businesses, corporations, governmental institutions, professional organizations, trade associations, families, and individuals.

There are no employees at Brown & Brown – only Teammates. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our company culture rewards self starters and those who are committed to always doing what is best for their customers. With Brown & Brown you will be introduced to a career with virtually unlimited possibilities and will have access to the training, the mentoring and the tools you need to succeed.

Essential Duties and Functions: include the following.

  • Providing Customer Service
  • Close Renewal / New Group files – ready for filing, make sure check list is complete
  • Month End Procedures for renewing groups
  • Preparing and sending Thank You Letters
  • Intercepting and processing applications and change forms
  • Processing Individual Health Applications/Quoting
  • Marketing New Accounts and Renewals, handling all carrier correspondence.
  • Preparing New Account and Renewal Proposals.
  • Assistance with submission of New Business and follow up on outstanding requirements
  • Preparing AORs and forwarding to carriers
  • Preparing Top Gun Reports for New Sales, AORs, and lost business
  • Assisting with receptionist duties

Required Skills

Required

Minimum education required

  • Proficient with Microsoft Office Applications (Word, Excel, Outlook, PowerPoint)
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality
  • 1 – 3 years experience in a similar position
  • License or Designation

Preferred

Associate’s or Bachelor’s degree in a business or financial related discipline or commensurate experience

Contact

Raegan Osborn, [email protected] #LI-RO1

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