Marketing Assistant - Employee Benefits

Brown & Brown Insurance•Phoenix, AZ

1d•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 Marketing Assistant to join our team in Phoenix, Arizona! The Employee Benefits Marketing Assistant supports account management and renewal processes by preparing RFPs, analyses, and client presentations, coordinating with account teams and carriers, managing data and documentation, and staying compliant with licensing requirements, agency standards, and industry developments.

Requirements

High School Diploma or GED
1 – 3 years' experience in a similar position
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
AZ Life & Health License (obtain within first 6 months of employment)

Responsibilities

Meet requirements for licensing as directed by the branch/agency
Draft and construct presentations, spreadsheets, binders as well as various reports and analyses as assigned
On all assigned accounts: Use system to create RFP to begin renewal processes on
Work with AE/ AM to request early renewal release and 24 months of claims experience from carriers. – 120 days prior to effective date on large group and 90 for small (Note: No claims experience for Groups <100 Employees)
Prepare RFP for review with Account Manager and Producer
Release RFP to selected Carriers
Follow-up, receive and review quotes received from Carriers.
Review all quotes and marketing correspondence with AE / AM for determination of what plans and rates to utilize
Finalize customer presentations with Account Manager and Producer
Maintain effective information management between Account Manager, Producer and Carrier through all applicable means of communication.
Ensure all applicable data is kept accurate and files maintained
Follow Agency guidelines, policies and procedures
Remain current on industry trends and information, new product development, legislation, coverages and technology
Other duties as assigned