Employee Benefits Account Manager - Small Groups

PLEASE NOTE: This is a HYBRID position that will require 1-3 days/week in one of our following California office locations: Burlingame, Santa Rosa, Roseville/Sacramento.The Small Group Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Manager(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business.The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.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 voluntaryManage a personal book of business of approximately 50 – 60 clients with a focus on groups with less than 50 livesSupport Team Leader and/or Account Manager(s), as assignedProactively provide client service in response to day-to-day service issues and questions; escalate, as necessaryActively seek improvements to client service and efficiencies within teams by identifying improved processesWorks with the client team to develop project plans and deliver on service goalsSets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactionsPrepare, or coordinate, renewals and RFPs, summarize vendor responses, spreadsheet proposal results, and develop the client presentationsDelegate administrative and analytic tasks, as necessitated, to team Benefit Coordinator; provide coaching and peer review, e.g., policy review, carrier reportingKeeps 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 resourcesAccountability for updating client information within appropriate software (e.g., BenefitPoint, AMS, etc) in a timely mannerProvide peer review for others on teamSuccessful Candidates Will Have:BA/BS preferred2 - 5+ years of health & welfare experience, meets majority of core practice competency-based skillsClient-facing experience in the employee benefit industry a plusKnowledge of benefits administration, HealthCare Reform, industry trends, carrier products and servicesAbility to work independently and learning to anticipate client and team needsEffective time managementDiligent follow up skillsAbility to express ideas clearly in both written and oral communicationsCritical thinking skillsDetail-orientedStrong Microsoft Excel, Word and PowerPoint skillsLife, Accident and Health Insurance License requiredGBA or CEBS Certification a plusBrown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey. Learn more at BBrown.com.Pay Range:$75,000.00 - $90,000.00 AnnualThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.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 information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.Recruiting Vendor Disclosure StatementBrown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page. #J-18808-Ljbffr Risk Strategies