Employee Benefits Insurance Placement Coordinator

Brown & Brown Insurance•Tallahassee, FL

2d•Onsite

About The Position

Brown & Brown is seeking an Employee Benefits Insurance Placement Coordinator to join their growing team in Tallahassee, FL. This role supports the renewal and new business sales processes for employee benefits programs across all market segments. The coordinator will collaborate with Marketing Analysts, Account Managers, Producers, and Technical staff to facilitate the implementation, servicing, and renewal of health and welfare and employee benefits programs. Key responsibilities include ensuring efficient coordination of client activities, maintaining strong internal partnerships, and contributing to the successful delivery of employee benefits solutions.

Requirements

2-15 Florida Life & Health Insurance License (Within 2 months of employment)
Work well with fellow employees of the agency.
Assist the marketing manager cooperatively and courteously.
Meet agency continuing education requirements.
Work independently and carry out assignments to completion with minimal instruction.
High School Diploma
Proficiency in Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.)
Computer Literacy

Nice To Haves

Bachelor’s degree
1-2 years Insurance carrier/ broker experience

Responsibilities

Obtain, organize, and record all data/documentation from numerous sources for the renewal and new sales process.
Obtain/develop detailed census from customers.
Prepare, submit, and track RFP’s during both the renewal and new sales process.
Ensure timely follow-up correspondence with carrier/vendors during the marketing process.
Market renewal and new business for small to large groups.
Obtain and evaluate quotes to determine and recommend markets and products.
Prepare customer presentations including plan comparisons, cost benefit analysis of plan options, contribution strategies, etc.
Document account information into the internal management databases and document management system.
Routine Audit of Marketing Action items to meet IO Requirements.
Utilize knowledge of carrier underwriting criteria, plan benefits, and carrier products, etc.
Apply basic understanding of claims utilization reporting and group experience analysis for marketing strategies.
Develop and maintain carrier and vendor relationships.
Coordinate and participate in customer/carrier conference calls and meetings.
Attend Marketing meetings (lead as needed & coordinate).
Support Team as needed.