Client Success Architect - Employee Benefits & Renewals

Brown & Brown; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Brown & Brown is seeking a Client Success Manager to join our growing team. The CSM partners with Client Managers and carrier partners to deliver exceptional service, support day-to-day client needs, and manage benefit programs from open enrollment to renewals.

The role emphasizes relationship building, accurate SBC handling, and coordination of group applications, with a focus on timely data delivery and clear communication across internal teams and clients.

Qualifications

• Bachelor's degree in Business Administration, Human Resources, Risk Management, Public Administration or a related field from an accredited university is preferred.
• Minimum of 3+ years of experience in employee benefits, customer service, human resources, insurance, or related field or equivalent experience.
• Valid Florida Life, Health & Variable Annuities 2-15 license or the ability to obtain one within first 90 days of employment is required.
• Working knowledge of medical, dental, vision, life, disability, and retirement benefits.
• Basic understanding of ACA, COBRA, and applicable benefits regulations.
• Strong communication, customer service, and relationship-building skills.
• Ability to multitask, prioritize deadlines, and stay organized in a fast-paced environment.
• Comfortable leading client, carrier, and internal meetings.

Responsibilities

• Establishes and maintains strong relationships with clients and insurance partners.
• Anticipates clients’ service needs and delivers exceptional customer service.
• Manages the execution of the Summary of Benefits and Coverage (SBC), requesting and reviewing documents from insurance carriers for accuracy.
• Assists with group applications, renewal paperwork, implementation of carrier changes, new insurance products and modifications to existing benefits.
• Assists with the completion of eligibility spreadsheets and files on behalf of clients during open enrollment and with carriers to ensure timely data receipt.
• Works with the client and internal teams to manage the execution of the EBH for delivery to the client within appropriate timeframe(s).
• Coordinate open enrollment meetings, scheduling, carrier attendance, and materials printing.
• Develop open enrollment presentations and employee communication materials with internal teams.
• Supports Client Managers during renewal and implementation by troubleshooting questions and coordinating calls with carriers, clients, and Bentek staff.
• Performs other relevant duties as needed and assigned.

Skills

Relationship-building

Communication

Customer service

Multitasking

Time management

Education

Bachelor's degree in Business Administration, Human Resources, Risk Management, Public Administration or a related field from an accredited university

Job description

Brown & Brown is seeking a Client Success Manager to join our growing team. The CSM partners with Client Managers and carrier partners to deliver exceptional service, support day-to-day client needs, and manage benefit programs from open enrollment to renewals.

The role emphasizes relationship building, accurate SBC handling, and coordination of group applications, with a focus on timely data delivery and clear communication across internal teams and clients.