Employee Benefits Account Manager

Bridge Specialty Group•Ft. Lauderdale, FL

1d•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 Employee Benefits Account Manager to join our growing team in Ft. Lauderdale, FL The Employee Benefits Account Manager will provide customer service duties for customer accounts and transactions, in support of the production of the business. Collaborate with the producer(s) in the servicing and marketing of new accounts in accordance with the standards and procedures of the office.

Requirements

High school diploma
Strong technical knowledge of the industry of expertise currently being targeted.
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
Proficient with MS Office Suite
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
Teammate

Responsibilities

Cultivate, expand and solidify relationships with clients at all levels within the company by optimizing resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues.
Manage and retain existing book of business.
Serve as the primary point of contact for assigned clients, overseeing daily servicing activities, billing, inquiries, and in-person or virtual meetings, and proactively identifying opportunities for account rounding and organic growth.
Follow-up to address customer needs and resolve any problems or issues.
Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements.
Continuously achieve all audit and performance standards as outlined by leadership while simultaneously delivering high quality service.
Process daily mail and tasks, including faxes and e-mail, for assigned accounts.
Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents.
Review daily, weekly, monthly reports such as expiration.
Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements.
Keep current with email & tasks including billing and invoices.
Meet with clients / walk-ins in the office as needed / upon request.
Follow Agency guidelines, policies and procedures.
Attend meetings as required by the Office Leader, Producer or Employee Benefits Leader.
Pursues a course of personal, professional development.