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Brown & Brown · 4 days ago

Employee Benefits Account Manager

Portland, OR

Full-time

Onsite

Mid Level

3+ years exp

Brown & Brown is seeking an Employee Benefits Account Manager to join their growing team. The role involves providing exceptional service to customers by managing the renewal process, leading open enrollment, and advising clients on benefit plans and compliance with relevant laws.

Insurance

Hiring Manager

Alyssa Jones

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

Qualification

Employee Benefits AdministrationLife & Health Insurance LicenseMicrosoft Office 365Customer Service SkillsInterpersonal SkillsConfidentiality

Required

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

Bachelor's Degree (BA/BS) with three (3) years of experience in the field of Employee Benefits Administration or high school graduate with a minimum of five (5) years of related experience, other combination of work and/or education will be considered

Solid knowledge and understanding of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations. Insurance plans, underwriting principals, selection, pricing, rating, and premium calculation

Familiarity with complex benefit issues to serve as the key contact for customers to resolve them

Fluent with Microsoft Windows, Office 365, Word, and Excel

Exceptional telephone demeanor

Must have excellent customer service and interpersonal skills

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 are a requirement of this position