Benefits Project Manager — Client Success

Brown & Brown; Town of Florida (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Brown & Brown in Maitland, FL is seeking a Benefits Consultant to lead project management for a book of business, coordinating service delivery and client communications.

You will partner with brokers and internal teams to deliver reporting, renewals, benefit guides, OE materials, and timelines while traveling up to 30%. The ideal candidate has a BA or equivalent with 5–7+ years in marketing or underwriting benefits, strong communication, and MS Office proficiency; AMS360 or ImageRight preferred.

Qualifications

• Bachelor’s Degree (BA) or a combination of a HS diploma with 5-7+ years of marketing or underwriting benefits experience.
• Travel – 30% minimum
• Strong knowledge of employee benefit concepts and practices including Fully Insured and Self-Funded products, Medical, Dental, Vision, Disability, Life, HIPAA, COBRA, PPACA
• Exceptional organizational and presentation skills
• Ability to act and motivate others to follow and achieve desired results
• Excellent verbal and written communication
• Strong ability to multi-task and handle multiple projects in fast paced environment
• Advanced knowledge in Microsoft Office applications such as PowerPoint, Excel, and Word
• Routine travel may include driving own vehicle or rental; MVR and insurance requirements apply
• Working knowledge of AMS360 and ImageRight (preferred)

Responsibilities

• Overall responsibility for the project management for all assigned groups.
• Accompany Broker on initial prospect visit to understand the culture of the group, company details and to establish a working relationship.
• Communicate to the onboarding team for the new client details and provide the AOR letters.
• Coordinate with department heads to assign a dedicated team to the account, once a group has been sold.
• Work with internal teams to provide all client deliverables (reporting, renewals, benefit guides, OE materials, project timelines, technology, wellness strategies).
• Formulate go to market strategy with client and communicate details to marketing team.
• Coordinate with the Marketing/Finance team to establish timelines, deliverables, marketing strategy, carriers, RFPs, contribution strategies, plan alternates.
• Review all existing plans and COIs; identify gaps in coverage, compliance issues, recommended changes.
• Communicate with compliance on items that need to be implemented or reviewed for client.
• Coordinate with Communications to establish open enrollment timelines.

Skills

Employee benefits knowledge

Organizational skills

Communication

Multi-tasking

MS Office proficiency

AMS360

ImageRight

Travel coordination

Education

Bachelor’s Degree

HS diploma + 5-7+ years benefits experience

Tools

AMS360

ImageRight

Microsoft Office

Job description

Brown & Brown in Maitland, FL is seeking a Benefits Consultant to lead project management for a book of business, coordinating service delivery and client communications.

You will partner with brokers and internal teams to deliver reporting, renewals, benefit guides, OE materials, and timelines while traveling up to 30%. The ideal candidate has a BA or equivalent with 5–7+ years in marketing or underwriting benefits, strong communication, and MS Office proficiency; AMS360 or ImageRight preferred.