Employee Benefits Account Manager

Boyd Insurance & Investments; Bradenton (FL); Sur place; USD 42 000 - 64 000; Plein temps

Résumé du poste

Boyd Insurance & Investments in Bradenton, FL seeks a detail-oriented insurance client services administrator to support account management, communications with clients and carriers, and the preparation of presentations and reports using Excel and industry software.

You will train clients on self-service portals, handle filing and documentation, and help ensure timely, accurate service while maintaining compliance and strong client relationships.

Qualifications

• Proficient in MS Office, especially Excel.
• Strong written and verbal communication.
• Detail-oriented and well organized.
• Willingness to learn Insurance industry.

Responsabilités

• Assist in managing client accounts and communicate with clients and carriers.
• Create client presentations and reports using Excel and industry software.
• Perform quality control on forms, files, and processes.
• Train clients on self-service portals and related responsibilities.
• Assist in internal filing and documentation requirements.

Connaissances

Microsoft Excel

Microsoft Office Suite

Communication skills

Organizational skills

Self-motivation

Tech-savviness

Customer service

Time management

Formation

High school diploma or GED

Florida Life & Health License

Outils

Zywave

Benefit Central

Employee Navigator

Description du poste

Description

• Assist in managing client accounts, ensuring timely and effective communication providing excellent customer service with inquires, issues and requests.
• Create client presentations, reports and updates via Microsoft Excel and other software to include Zywave, Benefit Central, Employee Navigator to help simplify client recommendations
• Complete quality control tasks; review of client completed forms, files, and internal processes
• Communicate with carriers to complete and mitigate client requests
• Train clients on self-service portals and overall responsibilities in administering employee benefits
• Assist in internal department filing and documentation requirements

Requirements

• Comfortable working both independently and collaboratively
• Highly organize and detail-oriented
• Provide empathy when necessary
• Be a self-starter and be self-motivated to learn the industry and serve clients
• Highly proficient in Microsoft Office Suite; Microsoft Excel
• Be 'technologically inclined', and fast to learn new systems
• Be an effective communicator, both written and verbally
• Have a sense of urgency to serve clients and team and take pride in their work
• Manage relationships with carrier partners and clients
• Gain knowledge in the Insurance and employee benefits industry
• Minimum of high school diploma or general education degree (GED)
• Maintain or acquire a 215 FL Life & Health License. If not currently licensed, must be willing to become licensed within 30 days of hire.
• Valid Driver's License