Account Executive
3 hours ago
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 of Florida, Inc's Fort Lauderdale Division is seeking an exceptional individual with proven discipline and commitment to join our team as Account Executive for our Employee Benefits Division.
Our clients are employers, and we offer them cost-effective benefit packages for their employees and dependents, that include medical, dental, vision, life, disability, HSA's, FSA's, STD, LTD, and more.
Key Responsibilities:- Ensure overall client satisfaction by proactively managing and anticipating the day-to-day needs of clients, through regular communication via phone, technology, and in-person visits.
- Establish a Client Service Plan with each client based on mutual goals and objectives and maintain a monthly progress report of Service Plan activities for management review.
- Maintain a client renewal calendar and proactively manage the timeline for renewal activity, presentation, and plan implementation as set by company policy as well as vendor deadlines.
- Develop and maintain solid relationships with vendors, carriers, and teammates.
- Manage implementation of all carrier or plan changes including verifying plan benefits sold, rates, proper paperwork submission, and coverage verification.
- Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training.
- Work with clients and teammates to resolve all service issues through to completion as well as document all client contact and inquiries.
- Review and analyze policies, benefit summaries, SPD's, forms, and rates for accuracy.
- Work with Producer and Marketing Rep to develop renewal proposals, including creating and comparing spreadsheets.
- Oversee coordination of client service initiatives including but not limited to online enrollment systems, health fairs, wellness initiatives, website tools, member surveys, open enrollment materials, and meeting schedules.
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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