Employee Benefits Account Manager

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Logo of Brown & Brown Insurance

Brown & Brown Insurance

10,000+ employees

Founded 1939

💸 Finance

🛡️ Insurance

Finance • Insurance

Brown & Brown Insurance is one of the largest independent insurance brokerages globally, providing a comprehensive range of risk management solutions. Established in 1939, the company offers personal and business insurance, employee benefits, and various national programs. Brown & Brown is committed to diversity, inclusion, and belonging, fostering a culture that values talent and experience. With over 500 locations, the company is well-positioned to meet the diverse needs of its clientele and is listed on the New York Stock Exchange under the ticker BRO. The firm's strategic focus on mergers and acquisitions highlights its disciplined growth strategy.

📋 Description

• Assist in managing client accounts and ensure timely, effective communication • Address client inquiries, issues, and requests • Prepare and deliver client presentations, reports, and updates under Account Executive guidance • Build and maintain positive client relationships through regular communication and proactive problem-solving • Support the Account Executive in developing account strategies and identifying account growth opportunities • Coordinate and track project timelines, deliverables, and milestones • Collaborate with internal teams to execute projects according to client specifications and deadlines • Monitor project progress and provide status updates to clients and the Account Executive • Maintain and organize account files, documentation, and records • Prepare meeting agendas, take meeting minutes, and follow up on action items • Assist with proposals, contracts, and invoices • Manage relationships with benefits vendors and service providers • Provide employees with guidance and support regarding benefits questions and issues • Conduct benefits orientations and workshops • Develop and deliver benefits communication materials

🎯 Requirements

• Minimum high school diploma or general education degree (GED) • 1–2 years of experience in account management, client services, or related fields • Florida Life & Health Insurance license (2-15) within 30 days of hire • Valid driver’s license • Proficiency with MS Office Suite and Excel • Organizational, verbal, and written communication skills • Ability to maintain a high level of confidentiality • Ability to travel as required • Associate’s or Bachelor’s degree in a business or financial-related discipline preferred, or experience in lieu of degree • Professional designation preferred • Minimum typing speed of 40 to 50 words per minute preferred • Agency Management System knowledge preferred

🏖️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement • Free Mental Health & Enhanced Advocacy Services • Paid Time Off • Holidays • Preferred Partner Discounts • Travel may be required

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