Account Coordinator

001 Brown & Brown, Inc; Alpharetta (GA); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown, Inc. in Atlanta, GA is seeking an Account Coordinator to join our growing team. The role supports the service department with client retention efforts, processing new hires, terminations, qualifying events, and COBRA-related tasks across vendor systems.

You will maintain data in BAM and assist with client deliverables, with back-up support for the front desk. The position requires 1 year of industry experience, a High School diploma or equivalent, and proficiency with MS Office.

Qualifications

• Proficient with MS Office Suite and data entry accuracy.
• Excellent communication via email and telephone.
• Ability to handle confidential information with discretion.

Responsibilities

• Process new hires, terminations, and open enrollment events.
• Input and maintain data in BAM and partner systems with accuracy.
• Support Account Managers with printing and open enrollment materials.
• Serve as back-up for front desk and respond to emails promptly.
• Assist with client compliance deliverables and reporting.

Skills

Excel

PowerPoint

Word

MS Office

Education

High School diploma or equivalent

Job description

Position Overview

Brown & Brown is seeking an Account Coordinator to join our growing team in Atlanta, GA. The purpose of the Account Coordinator is to aid and assist the service department with Brown & Brown’s 95% client retention standards through the timely and accurate completion of ongoing eligibility defined as processing of new hires, terminations, qualifying events, open enrollment elections, EDI / API error corrections, and COBRA. Process adds, terminations, renewals within COBRA vendor systems, as well as performing client setup/termination with our preferred vendor partner. Maintain accurate data entry in all Employee Benefit Agency Management systems, upkeep of various department documents. Support the service team with printing projects, and execution of client compliance deliverables. Serve as back-up support for the front desk.

Key Responsibilities

• Operate a personal computer and appropriate software packages.
• Above average skills with Excel, PowerPoint and Word documents.
• Must be responsive to all emails.
• Communicating client updates every 2 business days unless an extended deadline has been communicated.
• Capturing, managing and inputting accurate data into our Benefits Agency Management (BAM) system(s), as well as external partner’s systems.
• Comfortability with various technology and carrier platforms for data extract and entry.
• Comfortability with excel for the purpose of manipulating census data.
• Support Account Managers with printing presentations and open enrollment materials which may impact ability to work remote on scheduled days during peak renewal seasons.
• Assist with team projects.
• Process new hires, terminations, qualifying events, open enrollment elections, EDI/API error corrections, and COBRA (including additions, terminations, renewals) within COBRA vendor systems.
• Execute client compliance deliverables.
• Serve as back-up support for the front desk.

Licenses & Certifications

• Ability to obtain Life and Health License within 1st month of employment.
• Life and Health Licensed (preferred).

Qualifications

• 1 year of industry and/or professional experience.
• High School diploma or equivalent.
• Proficient with MS Office Suite.
• Exceptional telephone and written demeanor.
• Ability to maintain a high level of confidentiality.

Technical Proficiency

• Adaptation and ease of navigation through a variety of systems including: our Agency Management System(s), intranet, carrier, third party administrators, payroll and benefits administration systems.
• Proficient knowledge of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc.).

Benefits & Total Well-Being

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts and more.
• 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.

Equal Opportunity & Diversity

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". We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers.

Company Culture & Values

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. Everything we do is about the greater "WE"—never "me".