Customer Relationship Specialist - Key Accounts

Bridge Specialty Group•Ft. Lauderdale, FL

21h•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 a Customer Relationship Specialist - Key Accounts to join our growing team in Ft. Lauderdale, FL! The Customer Relations Specialist will serve as a key relationship manager for an assigned portfolio of clients, delivering proactive, consultative service and driving account strategy. This role is accountable for maintaining and expanding client partnerships by leveraging expertise in insurance markets, products, and competitive dynamics. This individual will work closely with Strategic Client Advisor, Account Executives, Producers, Marketing, Benefit Coordinator(s), Communications, Data Entry Specialist, and Claims Advocate to ensure a seamless and elevated client experience.

Requirements

Licenses & Certifications: Life, Health, and Annuity License (2-15)
2-3 years’ experience in a benefit counselor role or related experience
High School Diploma or General Education Diploma (GED)
Clear knowledge of Group Benefit Plans.
Excellent organizational and time management skills
Ability to write and verbally communicate in a professional manner.
Proficient in MS Excel, MS Power Point, and MS Word.
Proficient in Outlook

Responsibilities

Partner with Strategic Client Advisor, Account Executive, and/or Producers to assist in the fulfillment of client needs.
Manage client relationships to help retain and grow the book of existing accounts, providing and recommending the most appropriate insurance solutions.
Develop and maintain solid relationships with vendors, as well as internal staff.
Managing the day-to-day servicing for accounts and 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.
Handle plan implementations and changes, including confirming benefits, and documentation, and making sure coverage is set up accurately, in collaboration with Account Executive and/or Strategic Client Advisor.
Lead and oversee the production of accurate open enrollment materials and benefit handouts.
Lead client presentations and discussions as needed.
Ensure Overall Client satisfaction by proactively managing and anticipating the day-to-day needs of clients through regular phone contact and occasional client visits; by providing timely resolution and follow up of service issues that may arise including billing, eligibility, enrollment, etc.
Follow/complete the renewal checklist/workflow process; prepare renewal strategies in collaboration with the Strategic Client Advisor, Account Executive, and/or Producer-Benefits consultant and Marketing Representative, General Agent, including proposals and presentations while ensuring agreement with customer’s requests/requirements, including preparing comparative spreadsheets.
Manage Quality Control requirements; Maintain account files and oversee that documents are placed into appropriate sections for Quality Control guidelines.