Client Success Manager

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 Client Success Manager (CSM) plays a key role in delivering exceptional service to assigned clients by partnering closely with Client Managers, Client Service Specialists, and insurance carrier partners. The CSM supports day-to-day client needs, benefit administration, renewals, and implementation while building strong relationships and ensuring a high level of service throughout the client experience.

How You Will Contribute:

• 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(s) 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 the open enrollment process and with carriers to ensure the timely receipt of data.
• Works with the client and internal teams to manage the execution of the EBH for delivery to the client within appropriate timeframe(s).
• Coordinate clients’ open enrollment meetings, which may include establishing open enrollment formats and schedules, coordinating carriers’ attendance, requesting and printing carrier/vendor materials and managing the internal open enrollment calendar.
• Works with internal teams to develop open enrollment presentations and employee communication materials.
• Supports Client Managers during the renewal and implementation process by troubleshooting carrier and client questions, coordinating and participating in calls with carriers, clients, and Bentek staff on behalf of the Client Manager.
• Performs other relevant duties as needed and assigned.

Skills & Experience to be Successful:

• Bachelors’ 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.