Employee Benefits Account Executive

Brown & Brown Insurance•Mandeville, LA

11d

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 Mandeville, LA. The Employee Benefits Account Executive is responsible for account management of new and renewal business, sales, and customer service support for their assigned book of business, both in-house and out of the office. How You Will Contribute: Uses advanced insurance knowledge to maintain and renew existing Benefits book of business, while actively pursuing new benefit clients. Secures additional lines of coverage for existing Benefits clients. Marketing New Accounts and Renewals, handling all carrier correspondence. Preparing New Account and Renewal Proposals. Assistance with submission of New Business and follow up on outstanding requirements Preparing AORs and forwarding to carriers Preparing Top Gun Reports for New Sales, AORs, and lost business Presenting Renewal Proposals to Clients and facilitating renewal of all Benefits Lines Oversees all aspects of servicing their book of business, including but not limited to Client data entry into agency management system. Close Renewal / New Group files, make sure check list is complete Month End Procedures for renewing groups Preparing and sending Thank You Letters Organizes and oversees enrollment meetings for clients May be required to travel by themselves to Open Enrollment meetings and present Employee Benefits at meeting as well as answer questions etc. Communicates with clients via phone, email, or in face-to-face meetings, both in and out of the office. Prepare monthly/quarterly health plan review summary and send to client or review with client in person as needed. Send monthly Brown & Brown Compliance Webinars to clients along with any other educational opportunities throughout the year. Do New Hire OE Presentations (via Teams or In Person) for specific clients as needed. Attend other Brown & Brown Meetings/Trainings as offered and/or requested. Handle all client correspondence when producer is out of office/unavailable – includes answering questions, researching issues Maintains professional relationships with insurance carriers and clients, attending meetings and training sessions as necessary Processing Individual Health Applications/Quoting Perform other duties as assigned.

Requirements

License or Designation
Proficient with Microsoft Office Applications (Word, Excel, Outlook, PowerPoint)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
1 – 3 years' experience in a similar position

Responsibilities

Uses advanced insurance knowledge to maintain and renew existing Benefits book of business, while actively pursuing new benefit clients.
Secures additional lines of coverage for existing Benefits clients.
Marketing New Accounts and Renewals, handling all carrier correspondence.
Preparing New Account and Renewal Proposals.
Assistance with submission of New Business and follow up on outstanding requirements
Preparing AORs and forwarding to carriers
Preparing Top Gun Reports for New Sales, AORs, and lost business
Presenting Renewal Proposals to Clients and facilitating renewal of all Benefits Lines
Oversees all aspects of servicing their book of business, including but not limited to Client data entry into agency management system.
Close Renewal / New Group files, make sure check list is complete
Month End Procedures for renewing groups
Preparing and sending Thank You Letters
Organizes and oversees enrollment meetings for clients
May be required to travel by themselves to Open Enrollment meetings and present Employee Benefits at meeting as well as answer questions etc.
Communicates with clients via phone, email, or in face-to-face meetings, both in and out of the office.
Prepare monthly/quarterly health plan review summary and send to client or review with client in person as needed.
Send monthly Brown & Brown Compliance Webinars to clients along with any other educational opportunities throughout the year.
Do New Hire OE Presentations (via Teams or In Person) for specific clients as needed.
Attend other Brown & Brown Meetings/Trainings as offered and/or requested.
Handle all client correspondence when producer is out of office/unavailable – includes answering questions, researching issues
Maintains professional relationships with insurance carriers and clients, attending meetings and training sessions as necessary
Processing Individual Health Applications/Quoting
Perform other duties as assigned.