Employee Benefits Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Portland, OR. 

The Employee Benefits Account Manager's responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. 

How You Will Contribute: 

• 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. 

Licenses and Certifications: 

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

Skills & Experience to Be Successful: 

• 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