Insurance Account Manager

7 days ago

Fort Lauderdale, Florida, United States Brown & Brown Insurance Full time
Account Executive Job Description

Built on meritocracy, our unique company culture fosters a collaborative environment where self-starters thrive and customer satisfaction is paramount.

Brown & Brown of Florida, Inc's Fort Lauderdale Division is seeking an exceptional individual with proven discipline and commitment to join our team as an Account Executive for our Employee Benefits Division.

We offer cost-effective benefit packages for employers, including medical, dental, vision, life, disability, HSA's, FSA's, STD, LTD, and more.

Key Responsibilities:
  • Proactively manage and anticipate client needs 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 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 and 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 and 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 online enrollment systems, health fairs, wellness initiatives, website tools, member surveys, open enrollment materials, and meeting schedules.

We are an Equal Opportunity Employer, taking pride in the diversity of our team and seeking diversity in our applicants.

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