Employee Benefits Account Manager

The Mid-Market Account Manager manages an assigned book of business while building long-term client relationships. This role is responsible for responding to day-to-day client inquiries, providing analytics, and ensuring high-quality service delivery. The Account Manager interfaces with vendors and key internal and external stakeholders, develops client deliverables, and maintains RSC quality and service standards.

This position typically supports a smaller, less complex book of business and assists the Team Leader and Account Executives as needed. The Account Manager is also responsible for driving revenue growth and client expansion within their portfolio.

The ideal candidate will have strong knowledge of employer-sponsored health and welfare plans, including applicable federal and state regulations.

Your Impact:

•  Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary.
• Manage a personal book of business of approximately $500,000+
• Support Team Leader and/or Account Executive(s), as assigned.
• Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary.
• Actively seek improvements to client service and efficiencies within teams by identifying improved processes
• Works with the client team to develop project plans and deliver on service goals.
• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions.
• Prepare and coordinate compliance documents.
• Delegate marketing and implementation tasks, as necessitated, to team; provide coaching and peer review.
• Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.)
• Understand, articulate, and implement RS value-added resources.
• Accountability for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc.)
• Provide peer review for others on team.

Successful Candidates Will Have:

•  BA/BS preferred.
• Florida 2-15 Health and Welfare License required.
• 2 - 5+ years of health & welfare experience with demonstrated core competencies.
• Client-facing experience in the employee benefits industry preferred.
• Knowledge of benefits administration, Health Care Reform, industry trends, carrier products, and services
• Ability to work independently and learning to anticipate client and team needs.

Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies, part of the Brown & Brown team, by visiting https://us.bbrown.com/careers/.  

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