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The primary responsibility of this position is to support business relationships with an assigned group of clients by providing customer service and follow-up. This individual will work closely with Account Executives, Producers, Marketing Reps, and other Brown and Brown team members to service clients and support the implementation and renewal of health and welfare programs.
Job Responsibility:
Support business relationships with an assigned group of clients by providing customer service and follow-up
Work closely with Account Executives, Producers, Marketing Reps, and other team members to service clients and support the implementation and renewal of health and welfare programs
Ensure overall client satisfaction by providing timely resolution and follow up of service issues
Document all client inquiries and service issues
Work under the direction of Account Executives to assist in the fulfillment of client needs
Follow the renewal calendar and proactively manage timeline for renewal activity, presentation and plan implementation
Develop and maintain solid relationships with vendors, as well as internal teammates
Produce open enrollment materials and benefit handouts
Maintain account files and ensure that documents are placed into appropriate sections for Quality Control (QC) guidelines
Complete the Quality Control checklist
Coordinate open enrollment paperwork submission
Verify paperwork and enrollment forms are submitted correctly
Verify post enrollment selection and billing for accuracy
Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training
Complete the Marketing checklist with the Account Executive
Review policies, benefit summaries, SPD’s, forms, and rates for accuracy
Requirements:
High School Degree or GED
FL 2-15 Life, Health, and Annuity License (or within ninety (90) days of employment)
Proficient in MS Excel and Word
Knowledge of Group Benefit Plans and experience in health and welfare
Nice to have:
College Degree
CEBS designation
1-2 years Insurance Agency, Insurance Carrier or Human Resources experience