Employee Benefits Account Manager

Bridge Specialty Group•New York, NY

About The Position

Brown & Brown is seeking an Employee Benefits Account Manager to join its team in New York, NY. The role manages an assigned book of business, develops long-term client relationships, responds to day-to-day inquiries, and provides client analytics and deliverables while ensuring quality and service standards are met. The position interfaces with vendors and key internal and external clients and supports the Team Leader and Account Executive(s) on their clients. The Account Manager’s book is described as smaller and involving less complex clients; the role is also responsible for revenue growth through client expansion on its personal book of business. The qualified candidate will bring strong knowledge of employer-sponsored health and welfare plans and the federal and state regulations that affect them. Responsibilities include managing client service and workflow, preparing renewals and RFPs, coordinating vendor responses, supporting negotiations, analyzing proposals, preparing client presentations and meetings, and keeping client information current in appropriate software. The position also delegates administrative and analytic tasks to Benefit Analysts as needed, provides coaching and peer review, and stays informed about industry developments, legislation, products, coverage, and technology.

Requirements

Life, Accident and Health Insurance License.
4–7+ years of health and welfare experience, meeting or exceeding the majority of core practice competency-based skills.
Knowledge of benefits administration, HealthCare Reform, industry trends, and carrier products and services.
Ability to work independently and learn to anticipate client and team needs.
Effective time management and diligent follow-up skills.
Ability to express ideas clearly in written and oral communications.
Critical thinking skills.
Detail-oriented.
Strong Microsoft Excel and PowerPoint skills.

Nice To Haves

GBA or CEBS certification.
BA/BS degree preferred.
Client-facing experience in the employee benefits industry.

Responsibilities

Serve as a subject matter expert on health and welfare benefits and vendor/carrier products and services, including medical, dental, vision, life, disability, and voluntary benefits.
Manage a personal book of business of approximately $500,000–$1,000,000 or more.
Support the Team Leader and/or Account Executive(s), as assigned.
Respond proactively to day-to-day client service issues and questions, escalating as necessary.
Identify process improvements to enhance client service and team efficiency.
Work with the client team to develop project plans and meet service goals.
Set priorities and manage workflow to ensure account transactions are processed efficiently, accurately, and on time.
Prepare renewals and RFPs; coordinate vendor responses; support negotiations; analyze and spreadsheet proposal results; and develop client presentations.
Delegate administrative and analytic tasks to Benefit Analysts as needed, and provide coaching and peer review, including for Forms 5500, policy reviews, and monthly carrier reporting.
Stay informed about industry information, products, legislation, coverage, and technology to improve knowledge and performance.
Prepare for and facilitate client meetings, including preparing agendas and materials and coordinating resources.
Understand, articulate, and implement RS value-added resources.
Update client information promptly in appropriate software, such as BenefitPoint and AMS.
Provide peer review for other team members.