Employee Benefits Account Executive

Bridge Specialty Group•Seattle, WA

19d•$80,000 - $125,000

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 Executive to join our growing team in Seattle, WA! This position provides client support for Employee Benefits clients and production staff. How You Will Contribute: Provide direct customer service support for Employee Benefits clients. Prepare new business and renewal bid specifications, proposals, stewardship and other related reports. Perform marketing functions, including carrier negotiations and appropriate follow-up. Contact clients and/or carriers/vendors to obtain additional information or answer questions. Compose or assist in composition of highly technical or sensitive correspondence. Assist clients with applications and other submission documents. Coordinate and conduct open enrollment meetings. Coordinate and conduct stewardship meetings. Prepare summaries of benefits and other benefits communication materials for clients. Prepare experience reports for experience-rated and self-insured clients. Complete appropriate checklists for all new and renewal business and take action required. Review all contracts and/or booklets for accuracy. Assist the accounting department in reconciliation and/or maintenance of client accounts. Resolve policy and coverage related concerns for clients, insurance carriers, and producers. Consistently meet all Brown & Brown established Quality Control Practices and Timelines. Follow the established guidelines for workflow and system documentation. Assist in training and mentoring of new department employees. Perform sales and service functions on selected client groups without producer involvement, e.g., House accounts. Other duties as assigned.

Requirements

Current Washington State Insurance License and appropriate Non-Resident Licenses (Must be willing to attend continuing education classes to maintain the license)
Valid Driver’s License
Minimum 10 years of recent agency experience handling the service of a large multi-line book of business
Possess a thorough understanding of all funding options, e.g., fully insured, self-insured, etc.
Strong writing skills - ability to translate technical information in a manner understandable to all levels of clients.
Excellent interpersonal communication skills, verbal and written
Analytical, detail oriented and committed to accuracy and quality control
Ability to analyze and compare benefit plan designs for all lines of coverage
Strong decision-making skills
Consistent dependability / availability; excellent attendance record.
Highly organized – ability to work on multiple projects simultaneously with frequent interruptions and changing priorities and to report on the current status of items on an immediate basis
Ability to work well in a team environment
Proficient on computers – including MS Office products
Desire for professional growth within the insurance industry
Excellent work habits - detail oriented, works accurately, follows specific instructions
Excellent prioritization skills - sense of urgency
Creative problem solver
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

Responsibilities

Provide direct customer service support for Employee Benefits clients.
Prepare new business and renewal bid specifications, proposals, stewardship and other related reports.
Perform marketing functions, including carrier negotiations and appropriate follow-up.
Contact clients and/or carriers/vendors to obtain additional information or answer questions.
Compose or assist in composition of highly technical or sensitive correspondence.
Assist clients with applications and other submission documents.
Coordinate and conduct open enrollment meetings.
Coordinate and conduct stewardship meetings.
Prepare summaries of benefits and other benefits communication materials for clients.
Prepare experience reports for experience-rated and self-insured clients.
Complete appropriate checklists for all new and renewal business and take action required.
Review all contracts and/or booklets for accuracy.
Assist the accounting department in reconciliation and/or maintenance of client accounts.
Resolve policy and coverage related concerns for clients, insurance carriers, and producers.
Consistently meet all Brown & Brown established Quality Control Practices and Timelines.
Follow the established guidelines for workflow and system documentation.
Assist in training and mentoring of new department employees.
Perform sales and service functions on selected client groups without producer involvement, e.g., House accounts.
Other duties as assigned.