Employee Benefits Account Manager

Brown & Brown of Indiana, LLC.

Carmel, IN

Job Category: Client Support

Division: Retail

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Job Summary

Brown & Brown of Indiana, LLC. is seeking a motivated Account Manager who will provide high quality service to our employee benefits clients. In this role, you will responsible for assisting clients with servicing group Medical, Dental, Vision, Life and Disability plans.

 

Our team will further rely on you to assist the sales staff with opportunities for new business, account rounding and upgrading current coverage. Our clients will depend on you throughout the renewal and marketing process on an annual basis.

 

Responsibilities:

  • Create and follow a specific business plans for growth.
  • Cross sell additional lines of business to existing clients.
  • Provide customer relations with all levels of client’s decision makers including appropriate industry education and strategy for the clients.
  • Ensure proper resources from within the organization are available to the customer and introduce new products through the other core business groups where appropriate.
  • Develop and oversee customer service plans for each client and understand the needs of the customer.
  • Document any sale and prospecting information in the brokerage builder system.
  • Prepare customer renewals and new business strategies including proposals and presentations, while ensuring agreement with the customers’ requests/requirements.
  • Present proposals to the customer ensuring appropriate team members and resources are represented/attend.
  • Ensure current knowledge of Carrier Requirements and Underwriting Guidelines.
  • Gain a complete understanding of the Insurance Industry and keep current with legislation and industry standards including Group and Voluntary Benefits.

Required Skills

  • Valid Indiana Life and Health Insurance License
  • 2-3 years’ of experience in similar position
  • Strong interpersonal and organizational skills are required for this position
  • Applicants must be able to solve problems and maintain a high level of quality control at all times
  • High school diploma
  • Proficiency with MS Office  (Word, Excel and Power point)
  • Exceptional written and verbalcommunication skills
  • The ability to maintain high level of confidentiality

Salary Range

Negotiable

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