Self Funded Large Group Account Executive

Brown & Brown of Pennsylvania

Conshohocken, PA

Job Category: Client Support

Division: Retail

Apply Now

Job Summary

Brown & Brown is seeking an experienced Employee Benefits professional to join our team! This individual should have a desire to help engage and build relationships with existing clients by providing excellent customer service. This particular book of business requires a generalist knowledge base of employee benefits products, as well as experience with self-funded accounts. As this is a client facing opportunity, we would expect this individual to travel to clients about 25% of the time, within the greater Philadelphia area.

Duties & Responsibilities:

  • Work with sales team to build, burgeoning client relationships and maintain established relationships.
  • Uses specialized knowledge of self-funding to support large clients.
    • Provides accurate calculation of self-funded rates
    • Provides quarterly reports on utilization
    • Answers client questions regarding self-funding rules and regulations
  • Will provide a smooth onboarding experience for new clients including implementing and adhearing to a project timeline, communicating program specifics to client and carrier, creating employee communications campaign, and other related tasks.
  • Will provide a smooth renewal experience for existing clients including implementing and adhearing to a project timeline, assisting in the development of health benefit proposals, assisting in communicating program specifics to client and carrier, creating employee communications campaign, and other related tasks.
  • Will provide routine service to clients including assisting with enrollment coordination, employee claims questions, and making sure that all client needs are handled in a timely manner.
  • Reviews agreements and/or documents such as employee booklets, carrier contracts, etc for accuracy.
  • Travel to meet clients alone or in conjunction with the sales lead to close sales of prospective clients (“Meet your account manager”), perform enrollment meetings, explain new benefit offerings, and coordinate introductions of our P&C sales staff to open the door for cross-selling opportunities.

#LI-CB1

Required Skills

  • Excellent customer service skills absolutely required.
  • Minimum of 5 years experience in employee benefits, preferably as an account manager.
  • Minimum of 3 years experience with self-funding
  • Must already hold a Pennsylvania Resident or Non-Resident insurance license and be in good standing. If non-resident, must hold a Resident insurance license in your home state.
  • Bachelor’s Degree in Business or at least 10 years of employee benefit account management experience.
  • Excellent verbal and written communication skills.
  • Keen attention to detail.
  • Technical Skills: Proficient knowledge of Microsoft Office including Outlook, Word, Excel, and Powerpoint.  Excel proficiency may be tested during interview process
  • Ability to travel within the five county region of Philadelphia.  Travel could encompass approximately 25% of the time.

Salary Range

Negotiable, depending on professional experience

Contact

Cydney Bain, Regional Talent Acquisition Professional [email protected] #LI-CB1

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