Employee Benefits Client Consultant

About the role

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 Small Group Account Manager to join our growing team in Portland, OR.

Responsibilities

• 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
• Advises and directs 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
• Identify opportunities to round out accounts with additional lines of coverage
• Other department sales goals or specific individual goals may be assigned

Requirements

• Must obtain Life & Health Insurance License for required states within three (3) months & keep current
• Solid knowledge and understanding of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations; insurance plans, underwriting principles, selection, pricing, rating, and premium calculation
• Familiarity with complex benefit issues to serve as the key contact for customers in resolving them
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• Exceptional telephone demeanor
• Excellent customer service and interpersonal skills
• Ability to maintain a high level of confidentiality
• Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages

Qualifications

• Minimum of two (2) years of experience in the field of Employee Benefits
• Business proficiency in Spanish (written and verbal) preferred

Skills

• Fluent with Microsoft Windows, Office 365, Word, and Excel
• Exceptional telephone demeanor
• Excellent customer service and interpersonal skills
• Ability to maintain a high level of confidentiality

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
• Teammate Benefits & Total Well-Being: Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.