Client Account Representative

Client Account Representative

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

Winston Benefits, a Brown & Brown company, is seeking a Client Account Representative to join our team! The Client Account Representative will partner closely with Winston Benefits Clients to manage their accounts. This position will address any client concerns through regular communication and excellent customer service. This position will assist with Client open enrollments and maintain the Clients account throughout the year. We will rely on this position to listen to our clients and use deductive reasoning skills, technical expertise, creativity and passion for helping to meet their needs.

What You'll Do:

• Responsible for addressing Client Facing Issues on Issue Tracker.
• Data Integrity ongoing review.
• Call center Issues resolution.
• Responding to Client emails.
• Manual corrections to enrollment and eligibility data.
• EOI Approvals/Denials.
• Error Reports.
• Advice to Pay (Depending on the Client).
• Carrier and Benefit Audit review and resolution.
• Dependent Audits (During OE).
• Assigned certain Punch List items during Open Enrollment and implementation.
• Assist in updating audit communication materials letters, etc.
• Provide information to marketing to create Fax Cover Pages.
• Fulfill projects when needed by the client or assist in leading the project.
• Perform other duties as assigned.

What You'll Need:

• 3-5 years in industry-related Customer Service.
• A minimum of a high school diploma.
• Above average knowledge of Microsoft Suite of programs and Outlook.
• Flexibility with work hours and overtime.
• Ability to multi-task and be detail oriented.
• Strong sense of initiative and self-motivation.
• Excellent verbal and written communication skills.
• Ability to address difficult situations in a tactful, professional manner.

What We Offer:

• Competitive pay based on experience
• Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan

Pay Range

23 - 26 Hourly

The 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 the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".