Employee Benefits Consultant

3 weeks ago

Portland, United States Brown & Brown Full time

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is looking for a Consultant to join our Employee Benefits team in Portland, Oregon

*This is a hybrid role*

WHAT YOU'LL DO:

  • Work with producers on new business opportunities, including attending initial prospect visits and/or finalist presentations, to understand the culture of the group, company details and to establish a working relationship
  • Work with Account Manager to ensure group is onboarded in a timely, comprehensive manner that meets customer expectations and B&B's internal policies and procedures
  • Work with Account Manager, Marketing and Tech teams to provide all customer deliverables (reporting, renewals, benefit guides, marketing strategy, OE materials, contributions strategies, project timelines, technology, and wellness strategies etc.)
  • Formulate marketing strategy with customer and communicate details to marketing team.
  • Introduce B&B products or services that further the customer's benefits goals, grow revenue for B&B and support retention
  • Coordinate with Marketing/Tech team to establish timelines, deliverables, communicate marketing strategy, required carriers, contribution strategies, plan alternates.
  • Communicate with Marketing/Finance team around deadlines and go to market
  • Review all existing plans and accompanying plan documents. Identify gaps in coverage, compliance issues, recommended plan changes or enhancements, etc.
  • Coordinate compliance review within first 6 months of a customer relationship and ensure B&B meets any resulting commitments
  • Meet with carrier reps, executives, and underwriters to establish relationships, negotiate renewals, understand new products, attend educational and CPE events etc.
  • Perform quarterly or semi-annual claims/data reviews, along with annual pre-renewal and renewal meetings
  • Advise customers on all matters related to their benefits and resolve escalated issues from internal team
  • Deliver, or coordinate coverage for, open enrollment meetings when necessary and assist in all departments with whatever is needed to meet deadlines you have established
  • Other duties or special projects may be assigned
WHAT YOU'LL NEED:
  • Bachelor's Degree (BA/BS) with ten (10) years of experience in the field of Employee Benefits Administration.
  • Solid knowledge and understanding of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations. Insurance plans, underwriting principals, selection, pricing, rating, and premium calculation
  • Familiarity with complex benefit issues
  • Fluent with Microsoft Windows, Office 365, Word, and Excel
  • Exceptional telephone demeanor
  • Must have excellent customer service and interpersonal skills
  • Maintain a high level of confidentiality
  • Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter and maintenance of minimum acceptable insurance coverages are a requirement of this position
WHAT WE OFFER:
  • Excellent growth and advancement opportunities
  • Commission share
  • Discretionary Time Off
  • Generous benefits package: health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan


#LI-AFZ

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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