Employee Benefits Account Manager
Job Description Brown & Brown is seeking an experienced Account Manager to join our Employee Benefits team! This individual will be responsible for servicing a set book of business and providing exceptional customer service. Essential Duties & Responsibilities: Prepare renewal letters along with additional documents such as Insurance Coverage Review Forms, Less than A- Acknowledgment letters and signoff's when applicable Prepare quotes for new and existing small groups on our online employee benefits software Market Large groups new and existing groups by compiling all benefit information and preparing email to all carriers, then forwarding the RFP Provide network analysis Prepare spreadsheets based on marketing results for Large group medical marketing and all ancillary products, Life, LTD and Dental Prepare overview and proposal for new business and renewal meetings All Quality Control Paperwork needed for each renewal completed, RFP Tracking Form, Plan Implementation Form and Plan Rate Confirmation Forms completed Forward and follow-up on enrollments, changes, and terminations forms to proper carriers Dispute medical/dental claims, appeals, and billing issues Assist in group enrollment process reviewing all documentations, copying, and forwarding to proper carrier/general agent and follow up on the processing Attend Open Enrollment Meetings and review benefits with employees Retrieve and file clientele correspondence; ensure rates and summaries are on the left side in front of the file, all QC paperwork on the right side of file in front, and correspondence in the back Provides updates to Account Executive/QC Manager for the Monthly Renewal Report Quarterly Audits Updates TAM with new lines of coverage and policy numbers Handle servicing, marketing and replacement for assigned only Small/or Large Group DBL Requirements: Valid VA Life, Accident and Health Brokers License Valid Drivers' License At least 2 years experience in a similar position Proficiency in Microsoft Office Suite, particularly advanced Excel Company Description Every industry has specific needs when it comes to insurance. Industry-specific risks make it impossible for insurance companies to lump together one insurance plan for every business. At Brown & Brown Insurance Agency of Virginia, we understand that being unique is what makes your business successful across the board. That's why we provide industry-specific insurance options for businesses of all types.