Account Manager

2 weeks ago

Irvine, United States Brown & Brown Insurance Full time

Brown & Brown is seeking an Account Manager for our Employee Benefits Team in Irvine, California

Essential Duties and Responsibilities:

  • Manage and retain existing book of business and pursue new opportunities including a specific business plan for growth through networking, referrals, and cross-selling.
  • Establish, cultivate and manage customer relations with client and prospective decision-makers; as well as professional relationships with carrier partners, and internal resources throughout the organization.
  • Plan and direct renewal process for health and life coverages. Recommend the most appropriate insurance solutions, alternative strategies, plan modeling and cost reduction opportunities.
  • Ensure renewal, sales, and insurance operations compliance requirements are documented into the agency management system.
  • Establish, cultivate, and manage customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives.
  • Routinely visit and educate clients on benefits legislation, regulatory requirements, compliance plans (ERISA, SPD, COBRA, State Continuation, Medicare, FMLA, HIPAA. Etc.), and new product information.
  • Identify, develop, and oversee customer needs and service plans for each client to ensuring exceptional customer service and client satisfaction.
  • Manage resolution of client issues as well as escalated employee enrollment and claims issues.
  • Prepare and execute stewardship reports and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements.
  • Support sales team with new business meetings and implementation of new clients.
  • Promote a commitment to achieve or exceed internal and external performance standards and department/agency goals.
  • Support training initiatives for new service and sales teammates.
  • Participate in internal and external meetings.
  • Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude.
  • Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology, and continuing education required for valid licensing.
  • Follow agency guidelines, policies, and procedures.
  • All other duties as assigned.

This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

WHAT YOU'LL NEED:

Must have, and maintain, current Life & Health Insurance License for required states within 90 days

Bachelor's Degree (BA/BS) with three (3) years of experience in the field of Employee Benefits Administration or high school graduate with a minimum of five (5) years of related experience, other combination of work and/or education will be considered

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 to serve as the key contact for customers to resolve them

Proficiency in Microsoft Windows, Office 365, Word, and Excel

Skills to learn software program at an accelerated ability and familiarity with AMS360

Exceptional telephone demeanor

Maintain a high level of confidentiality

Exceptional customer service and interpersonal skills

WHAT WE OFFER:

Excellent growth and advancement opportunities

Competitive pay based on experience

Discretionary time off (DTO)

Generous benefits package: health, dental, vision, 401(k), etc.

Employee Stock Purchase Plan

Salary: $75-$85k (The actual salary will be determined based on experience, skills, and qualifications)

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