Employee Benefits Account Manager

Brown & Brown Insurance

West Palm Beach, FL

Job Category: Client Support

Division: Retail

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Job Summary

Summary:

Maintaining in force block of business. This includes renewals and employee meetings for those accounts as needed. You will also have the opportunity to write new business as the accounts renew.

Essential Duties and Functions:

Include the following.  Other duties may be assigned.

  • Review and coordinate annual renewals with employers/coordinate with producer
  • Consult with Producer or Team Leader on quoting or negotiation strategy. If quoting is appropriate, then decide benefit designs and which carriers to quote.
  • Responsible for collecting all information needed to complete quote requests
  • Requesting alternate quotes as needed
  • Add additional lines of coverage as needed
  • Review renewal offers and quotes with Producer, agree what will be shown to client and prepare presentation
  • Present the annual employee renewal information
  • Maintain client services throughout the year
  • Update our client system, policies, and files for assigned clients.
  • Maintain all required documentation needed for compliance for each employer
  • Continue professional development
  • Other duties as they may be assigned

Competencies:

  • Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently
  • Interpersonal skills—the individual maintains confidentiality, remains open to others’ ideas and exhibits willingness to try new things
  • Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills
  • Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information
  • Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality
  • Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality
  • Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events
  • Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

Required Skills

Required:

  • High School diploma or GED
  • Proficient with MS Office Suite
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality
  • Life and Health License or obtaining it within 6 months maximum

Preferred:

  • Bachelor’s degree

Salary Range

Negotiable

Contact

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

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