Benefits Account Specialist

Brown & Brown; Tallahassee (FL); On-site; USD 42,000 - 56,000; Full time

Job summary

Brown & Brown in Tallahassee, FL seeks a Benefits Account Coordinator to support account managers, manage renewals, open enrollment, and client communications. This role suits organized professionals who enjoy relationship-building in employee benefits.

You will prepare reports, maintain carrier data, and help with data entry and policy administration, collaborating with producers, carriers, and clients to deliver high-quality service and client satisfaction.

Qualifications

• High school diploma or equivalent required.
• Associate's or Bachelor's degree preferred.
• Strong Microsoft Office skills (Excel, Word, PowerPoint).
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Strong attention to detail and organizational skills.
• Customer service or insurance industry experience is a plus.

Responsibilities

• Support Account Managers with day-to-day servicing of employee benefits accounts.
• Assist with annual renewals, open enrollment activities, census preparation, and new business implementations.
• Prepare reports, presentations, and client-related materials.
• Maintain accurate client and carrier information within agency systems.
• Create and distribute client communications and benefit materials.
• Collaborate with Producers, Account Managers, carriers, and clients to ensure a high level of service.
• Track reporting and account activity to support client retention and growth.
• Assist with data entry, documentation, and policy administration.
• Contribute to a positive team environment focused on client success.

Skills

Communication

Time management

Attention to detail

Organizational skills

Education

High school diploma or equivalent

Associate's or Bachelor's degree preferred

Tools

Microsoft Office

Job description

Brown & Brown in Tallahassee, FL seeks a Benefits Account Coordinator to support account managers, manage renewals, open enrollment, and client communications. This role suits organized professionals who enjoy relationship-building in employee benefits.

You will prepare reports, maintain carrier data, and help with data entry and policy administration, collaborating with producers, carriers, and clients to deliver high-quality service and client satisfaction.