
Hybrid Account Executive - Employee Benefits
BBInsurance · Ft. Lauderdale, FL, USA, Estados Unidos De América · Hybrid
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BBInsurance · Ft. Lauderdale, FL, USA, Estados Unidos De América · Hybrid
BBInsurance · Ft. Lauderdale, FL, USA, Estados Unidos De América · Hybrid
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Brown & Brown is looking for an Account Executive to join our Employee Benefits team in Fort Lauderdale, Florida
The Account Executive maintains and strengthen business relationships with an assigned group of clients. The individual will work closely with Producers, Marketing Reps, Customer Service Reps, and other Brown & Brown staff to service clients, grow the business, and support the implementation and renewal of health and welfare programs.
How You Will Contribute
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, etc.
Skills & Experience to Be Successful
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 250-1500+ (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 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 (preferred)
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.