Brown & Brown · 16 hours ago
Employee Benefits Account Manager
Brown & Brown is seeking an Employee Benefits Account Manager to join their growing team in San Antonio, TX. The role is responsible for retaining and servicing an assigned book of business through effective account management and strong client relationships, managing day-to-day service needs, assisting with renewals, and providing guidance on benefit programs and compliance requirements.
Insurance
Responsibilities
Responsible for the day-to-day account management of an assigned book of business, including but not limited to responding to coverage questions; researching and resolving claims issues, enrollment and ID cards problems; processing policies and changes; providing coverage comparisons, premium breakdowns and claims runs; etc
Build courteous and successful relationships with clients, vendors and carriers to improve client retention
Establish, cultivate and manage customer relations with client membership
Educate clients’ members on benefits programs, legislation, and regulatory requirements
Provide documentation and guidance to client employees regarding group medical, prescription drug, dental, vision, and FSA programs, COBRA, Healthcare Reform, Federal and NJ State Mandates, and other related employee benefit topics
Assist in the renewal process for health and life lines of coverage for all assigned clients including ordering claims history, obtaining updated information (census data, carrier invoice, etc.)
Assist in the review of internal compliance and client disclosure requirements, summary plan documents (SPD's) and employee communications to ensure alignment with client expectations and legal requirements
Document renewal, sales, and insurance operations compliance documents into the sales management database
Visit clients to address service issues, or present benefits material to employees during Open Enrollment meetings, as needed
Assist in growing the assigned book of business through account rounding and referrals
Qualification
Required
Insurance Producer license in good standing (Life, Health and Accident, and other authorities in states needed to service the assigned book of business). Required within 30-60 days of hire
Knowledge of employee benefit insurance coverages and contracts
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
2+ years' experience in the insurance industry, human resources or a related field
Preferred
College Degree in a business-related field
Bilingual in Spanish
Benefits
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Company
Brown & Brown
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.
Funding
Current Stage
Late StageLeadership Team
Recent News
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