Associate Account Manager

Bridge Specialty GroupTroy, MI
Onsite

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 Associate Account Manager to join our growing team in Troy, MI! This position serves as the secondary service contact for the Account Manager & Producer. This position is primarily responsible for assistance with data entry, day to day servicing, contract reviews, eligibility, and production of materials.

Requirements

  • Must obtain state Life and Health Insurance Licenses within 90-days of employment
  • High School diploma or equivalent
  • Proficient with MS Office Suite
  • Exceptional oral and written communication
  • Ability to maintain a high level of confidentiality
  • Prior employment or internship in an office setting

Nice To Haves

  • Bachelor’s Degree

Responsibilities

  • Provide general assistance to assigned Account Managers
  • Help Account Managers prepare and review client paperwork, such as Renewal Questionnaires and Contracting/Renewal Paperwork
  • Report client enrollment adds, changes, and terminations to carriers/vendors within 5-business days of receipt, or by last day of qualified event window, whichever is soonest
  • Collect and review plan policies, contracts, certificates, plan documents, and SPDs and notify Account Managers of any errors or inconsistencies
  • Maintain documents in benefits administration portals (i.e., Employee Navigator, BAM)
  • Call carriers and customers to help resolve service issues
  • Audit first billing statement after renewal to verify plans, rates, and enrollment
  • Ensure compliance with Insurance Operations (IO); notify Account Manager of anything they see that does not meet IO requirements, escalate to Team Leader if necessary
  • Print, assemble, and ship enrollment kits, proposals, and other documents as directed by Account Manager, Team Leader, and/or Producer
  • Ensure all applicable data is kept accurate and files maintained
  • Promote teamwork, positive attitude, and commitment to department/agency goals
  • Follow agency guidelines, policies, and procedures

Benefits

  • Medical/Rx
  • Dental
  • Vision
  • Life Insurance
  • Disability Insurance
  • ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Free Mental Health & Enhanced Advocacy Services
  • Paid Time Off
  • Holidays
  • Preferred Partner Discounts
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