Job Details

Brown & Brown is seeking an Employee Benefits Account Specialist to join our growing team in Meridian, ID!

The Employee Benefits Account Specialist will assist Account Team in servicing the benefit consulting responsibilities of the employee benefit clients. The Employees Benefits Account Specialist will utilize technical expertise to retain present clients, administer marketing, renewal functions and assist clients with daily service functions.

How You Will Contribute:

• Basic level of compliance, benchmarking, renewal & marketing, reporting & analytics and able to perform these functions with little guidance.
• Helps with onboarding new clients by gathering necessary documents, then reviewing documents prior to submission for completeness.
• Assist clients with daily service functions and frequent ad hoc requests.
• Create, review and edit employee benefit guides, benefit manuals and other client materials as requested.
• Communicate with carriers regarding customer billing discrepancies or simple claims issues
• Draft employee communications materials for peer review by fellow SBI Service Team Members
• Gathering and preparing renewal and installation paperwork
• Compliance Document Creation and/ review
• Assisting in answering member and customer questions as allowable
• Support in crafting alternative renewal options presentations for customers, along with creating presentations for new prospects. Including requesting quotes from carriers directly as needed.

Licenses and Certifications:

• Maintain active Life/Accident and Health Insurance Agent License.

Skills & Experience to Be Successful:

• Minimum of high school degree or equivalent required
• College degree (preferred)
• 1+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
• Proficient with MS Office Suite
• Ability to maintain a high level of confidentiality
• Excellent verbal and written communication skills
• Ability to work independently.