Customer Relationship Specialist - Key Accounts

Customer Relationship Specialist - Key Accounts

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 a Customer Relationship Specialist - Key Accounts to join our growing team in Ft. Lauderdale, FL!

The Customer Relations Specialist will serve as a key relationship manager for an assigned portfolio of clients, delivering proactive, consultative service and driving account strategy. This role is accountable for maintaining and expanding client partnerships by leveraging expertise in insurance markets, products, and competitive dynamics. This individual will work closely with Strategic Client Advisor, Account Executives, Producers, Marketing, Benefit Coordinator(s), Communications, Data Entry Specialist, and Claims Advocate to ensure a seamless and elevated client experience.

How You Will Contribute:

• Partner with Strategic Client Advisor, Account Executive, and/or Producers to assist in the fulfillment of client needs.
• Manage client relationships to help retain and grow the book of existing accounts, providing and recommending the most appropriate insurance solutions.
• Develop and maintain solid relationships with vendors, as well as internal staff.
• Managing the day-to-day servicing for accounts and ensure overall client satisfaction by providing timely resolution and follow-up of service issues that may arise including claims, billing, eligibility, enrollment, etc., Document all client inquiries and service issues.
• Handle plan implementations and changes, including confirming benefits, and documentation, and making sure coverage is set up accurately, in collaboration with Account Executive and/or Strategic Client Advisor
• Lead and oversee production of accurate open enrollment materials and benefit handouts.
• Lead client presentations and discussions as needed.
• Ensure Overall Client satisfaction by proactively managing and anticipating the day-to-day needs of clients through regular phone contact and occasional client visits; by providing timely resolution and follow up of service issues that may arise including billing, eligibility, enrollment, etc.
• Follow/complete the renewal checklist/workflow process; prepare renewal strategies in collaboration with the Strategic Client Advisor, Account Executive, and/or Producer-Benefits consultant and Marketing Representative, General Agent, including proposals and presentations while ensuring agreement with customer's requests/requirements, including preparing comparative spreadsheets.
• Manage Quality Control requirements; Maintain account files and oversee that documents are placed into appropriate sections for Quality Control guidelines.

Licenses & Certifications:

• Life, Health, and Annuity License (2-15)

Skills & Experience to be Successful:

• 2-3 years' experience in a benefit counselor role or related experience
• High School Diploma or General Education Diploma (GED)
• Clear knowledge of Group Benefit Plans.
• Excellent organizational and time management skills
• Ability to write and verbally communicate in a professional manner.
• Proficient in MS Excel, MS Power Point, and MS Word.
• Proficient in Outlook

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".