Employee Benefits Account Manager

Bridge Specialty Group • San Antonio, TX

5d

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 San Antonio, TX! The Employee Benefits Account Manager is responsible for retaining and servicing an assigned book of business through effective account management and strong client relationships. This role manages day-to-day service needs, assists with renewals, and provides guidance on benefit programs and compliance requirements. The Account Manager collaborates with teammates, vendors, and carriers to deliver exceptional service, support new business opportunities, and ensure client satisfaction.

Requirements

• Insurance Producer license in good standing (Life, Health and Accident, and other authorities in states needed to service the assigned book of business). Required within 30-60 days of hire.
• Knowledge of employee benefit insurance coverages and contracts.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• 2+ years’ experience in the insurance industry, human resources or a related field.

Nice To Haves

• College Degree in a business-related field (preferred)
• Bilingual in Spanish

Responsibilities

• Responsible for the day-to-day account management of an assigned book of business, including but not limited to responding to coverage questions; researching and resolving claims issues, enrollment and ID cards problems; processing policies and changes; providing coverage comparisons, premium breakdowns and claims runs; etc.
• Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
• Establish, cultivate and manage customer relations with client membership.
• Educate clients’ members on benefits programs, legislation, and regulatory requirements.
• Provide documentation and guidance to client employees regarding group medical, prescription drug, dental, vision, and FSA programs, COBRA, Healthcare Reform, Federal and NJ State Mandates, and other related employee benefit topics.
• Assist in the renewal process for health and life lines of coverage for all assigned clients including ordering claims history, obtaining updated information (census data, carrier invoice, etc.)
• Assist in the review of internal compliance and client disclosure requirements, summary plan documents (SPD's) and employee communications to ensure alignment with client expectations and legal requirements.
• Document renewal, sales, and insurance operations compliance documents into the sales management database.
• Visit clients to address service issues, or present benefits material to employees during Open Enrollment meetings, as needed.
• Assist in growing the assigned book of business through account rounding and referrals.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed