Employee Benefits Account Manager

Bridge Specialty GroupVirginia Beach, VA

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 Manager to join our growing team in Virginia Beach, VA! The Account Manager supports the Account Executive by assisting in the day-to-day management of client accounts. This role involves coordinating client communications, executing account strategies, and ensuring the delivery of high-quality services. The Account Manager acts as a liaison between clients and internal teams to meet client needs and drive satisfaction.

Requirements

  • Minimum of 3 years in Account Management or client service experience with large and/or self-funded accounts (required)
  • Minimum of high school diploma or general education degree (GED)
  • Proficient with MS Office Suite and Excel
  • Organizational, verbal, and written communication skills.
  • Ability to maintain a high level of confidentiality.
  • Travel may be required
  • Life & Health Insurance license (2-15) with 30 days of hire
  • Valid driver’s license

Nice To Haves

  • Associate’s or Bachelor’s in a business or financial related discipline or experience in lieu of degree (preferred)
  • Professional designation (preferred)
  • Minimum typing speed of 40 to 50 words per minute (preferred)
  • Agency Management System knowledge (preferred)

Responsibilities

  • Assist in managing client accounts, ensuring timely and effective communication.
  • Address client inquiries, issues, and requests with a focus on providing excellent customer service.
  • Prepare and deliver client presentations, reports, and updates under the guidance of the Account Executive.
  • Build and maintain positive relationships with clients through regular communication and proactive problem-solving.
  • Support Account Executive in developing account strategies and identifying opportunities for account growth.
  • Coordinate and track project timelines, deliverables, and milestones.
  • Collaborate with internal teams (e.g., Account Executive, benefit administrator, sales) to ensure projects are executed according to client specifications and deadlines.
  • Monitor project progress and provide regular status updates to clients and Account Executive.
  • Prepare meeting agendas, take meeting minutes, and follow up on action items.
  • Assist in the preparation of proposals, contracts, and invoices.
  • Manage relationships with benefits vendors and service providers.

Benefits

  • Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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