Employee Benefits Account Manager

Brown & Brown; Conshohocken (Montgomery County); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a forward-thinking company as an Account Manager, where your ability to foster client relationships will be key to success. This role involves managing client accounts, ensuring compliance, and providing exceptional customer service. Collaborate with a dedicated team to deliver innovative solutions and support business growth. Enjoy a culture that values meritocracy and rewards self-starters. With a focus on total well-being, this opportunity offers comprehensive health and financial benefits, making it an exciting place to grow your career and make a real impact.

Benefits

Medical/Rx Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k

Tuition Reimbursement

Paid Time Off

Holidays

Preferred Partner Discounts

Qualifications

• 3+ years of experience in the insurance industry or related field.
• Proficient in Microsoft Office tools and client management.

Responsibilities

• Manage client relationships and ensure exceptional customer service.
• Document compliance records and prepare marketing documents.

Skills

Client Relationship Management

Customer Service

Insurance Knowledge

Communication Skills

Analytical Skills

Education

College Degree in Business

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Publisher

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking an Account Manager to join our growing team in Mechanicsburg, PA.

The Account Manager will retain clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service, achieve client satisfaction, and support new business opportunities.

How You Will Contribute:

1. Partner with the service management team to oversee the renewal marketing process for a dedicated book of business.
2. Document renewal, sales, and insurance operations compliance records in the agency management database.
3. Evaluate proposals and prepare marketing documents, including Requests for Proposals (RFPs), as needed.
4. Prepare various reports such as utilization, stop loss, benchmarking, and pharmacy rebating, as requested.
5. Collaborate with the service management team on the implementation of carrier transitions, new coverages, and changes to plan design or funding.
6. Provide exceptional customer service by researching trending issues, analyzing existing plan documents, and proposing solutions to account executives or producers.
7. Participate in client meetings as necessary, ensuring clear communication and understanding of client needs.
8. Maintain and document client information in the agency management database, adhering to established policies and procedures.
9. Offer guidance to clients on employee benefit topics, including healthcare, disability, life programs, voluntary benefits, and Federal and State mandates.
10. Cultivate relationships with carriers, vendors, and clients to enhance client retention and support business growth.

Licenses and Certifications:

• Insurance Producer license in good standing (Life, Health and Accident, and other authorities in states needed to service the assigned book of business). Required within 60 days of hire.

Skills & Experience to Be Successful:

1. College Degree in a business-related field. (Preferred)
2. Knowledge of employee benefit insurance coverages and contracts.
3. Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
4. Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
5. 3+ years’ experience in the insurance industry, human resources or a related field.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.