Employee Benefits Client Consultant

Bridge Specialty Group•Portland, OR

2d•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 an Employee Benefits Small Group Account Manager to join our growing team in Portland, OR . The Employee Benefits Account Manager responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily.

Requirements

Minimum of two (2) years of experience in the field of Employee Benefits
Business proficiency in Spanish (written and verbal) preferred
Solid knowledge and understanding of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations; insurance plans, underwriting principles, selection, pricing, rating, and premium calculation
Familiarity with complex benefit issues to serve as the key contact for customers in resolving them
Fluent with Microsoft Windows, Office 365, Word, and Excel
Exceptional telephone demeanor
Excellent customer service and interpersonal skills
Ability to maintain a high level of confidentiality
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages

Nice To Haves

Must obtain Life & Health Insurance License for required states within three (3) months & keep current

Responsibilities

Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration
Lead open enrollment process including but not limited to creation of marketing materials, system training, onsite set up & client trouble shooting
Build strong relationships and provide customer centric solutions using speed and agility
Advise and direct clients on claims issues, administration, benefit plans and federal/state laws such as: COBRA, HIPAA, FMLA, ERISA etc.
Create, prepare and present client presentations
Answer customer and carrier questions through all means of communications such as through calls, personal meetings, seminars, etc. All customer inquiries must receive a response on the day they are received or by noon the following day if the request arrives in late afternoon
Discuss various funding mechanism options with customers, such as level funding, self-funding, etc.
Act as an expert regarding Account Management and advocate for customers on employee claim issues, carrier relations, and all related duties. Activities are logged, and documentation filed in Benefit Account Management (BAM).
Follow new customer onboarding process including sending BORs to carriers, completing Top Gun, compliance paperwork to new customers.
Follow all B&B Internal Operations (audit) practices for each customer
Review carrier certificates/policies/SPDs for accuracy, complete contract review checklist and file appropriately in BAM before sending final versions to customers
Responsible for identifying opportunities to round out accounts with additional lines of coverage.
Other department sales goals or specific individual goals may be assigned.