Account Manager

Bridge Specialty Group•Irvine, CA

1d•$34 - $41

About The Position

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 Employee Benefits Account Manager to join our growing team in Irvine, California . The primary responsibility of this position is to support business relationships with an assigned group of clients by providing customer service and follow-up. This individual will work closely with Account Executives, Producers, Marketing Reps, and other Brown and Brown team members to service clients and support the implementation and renewal of health and welfare programs. How You Will Contribute: Ensure overall client satisfaction by providing timely resolution and follow-up of service issues that may arise including claims, billing, eligibility, enrollment, etc.; Document all client inquiries and service issues. Work under the direction of Account Executives to assist in the fulfillment of client needs. Follow the renewal calendar and proactively manage timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines; this includes census requests. Develop and maintain solid relationships with vendors, as well as internal teammates. Produce open enrollment materials and benefit handouts. Maintain account files and ensure that documents are placed into appropriate sections for Quality Control (QC) guidelines; complete the Quality Control checklist. Coordinate open enrollment paperwork submission; verify paperwork and enrollment forms are submitted correctly, verify post enrollment selection and billing for accuracy. Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training. Complete the Marketing checklist with the Account Executive. Review policies, benefit summaries, SPD’s, forms, and rates for accuracy.

Requirements

College Degree required
Proficient in MS Excel and Word.
Knowledge of Group Benefit Plans and experience in health and welfare a plus.
1-2 years Insurance Agency, Insurance Carrier or Human Resources experience is (preferred)

Nice To Haves

Insurance experience preferred; Life & Health licensed a plus
MS Power Point is a plus.

Responsibilities

Ensure overall client satisfaction by providing timely resolution and follow-up of service issues that may arise including claims, billing, eligibility, enrollment, etc.
Document all client inquiries and service issues.
Work under the direction of Account Executives to assist in the fulfillment of client needs.
Follow the renewal calendar and proactively manage timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines; this includes census requests.
Develop and maintain solid relationships with vendors, as well as internal teammates.
Produce open enrollment materials and benefit handouts.
Maintain account files and ensure that documents are placed into appropriate sections for Quality Control (QC) guidelines; complete the Quality Control checklist.
Coordinate open enrollment paperwork submission; verify paperwork and enrollment forms are submitted correctly, verify post enrollment selection and billing for accuracy.
Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training.
Complete the Marketing checklist with the Account Executive.
Review policies, benefit summaries, SPD’s, forms, and rates for accuracy.