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Account Manager

2 months ago

Fort Lauderdale, Florida, United States Brown & Brown Full time

About the Role:

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. At Brown & Brown, we're looking for a skilled Account Manager to join our Employee Benefits team.

The Account Manager will maintain and strengthen business relationships with an assigned group of clients. This individual will work closely with Producers, Marketing Representatives, Customer Service Representatives, and other Brown & Brown staff to service clients, grow the business, and support the implementation and renewal of health and welfare programs.

Key Responsibilities:

  • Ensure overall client satisfaction by proactively managing and anticipating the day-to-day needs of clients, through regular communication 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 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, SPDs, forms, and rates for accuracy.
  • Work with Producers and Marketing Representatives 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.

Requirements:

  • 5+ years' experience in account management, large group/service/consultation of employee benefits in an agency, insurance carrier, PEO, or similar.
  • Experience servicing and renewing employer clients with employees ranging in number from large group.
  • Demonstrated proficiency in all areas of employee benefits (CEBS certification a plus).
  • Experience working with Self-Insured accounts a plus.
  • Florida 2-15 Life & Health License highly preferred (or obtain within 60 days of hire).
  • Working knowledge of Affordable Care Act, 5500, SPD, Medicare Part D, HIPAA, and other compliance areas.
  • Strong customer service mindset and focus.
  • Ability to communicate effectively.
  • Ability to work in a fast-paced office environment and multi-task.
  • Meticulous attention to detail.
  • Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
  • Must conduct yourself with high ethical principles at all times.
  • Bachelor's Degree highly preferred.
  • Knowledge of AMS360 agency management software a plus.

What We Offer:

  • Base salary + commission.
  • Unlimited earning potential.
  • Excellent growth and advancement opportunities.
  • Discretionary Time Off (DTO).
  • Team Hybrid Schedule.
  • Generous benefits package: health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan.