Associate Benefits Consultant
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 Associate Benefits Consultant for its Employee Benefits team in Naples, Florida!Primary Objective &
Summary:
Primary duties include leading pre-renewal and renewal meetings with clients, managing the timeline and marketplace strategy, proactive planning throughout the year and building a relationship with contacts at the client.
Additional duties include remaining current regarding any Employee Benefits related information and products.
Essential Duties and Responsibilities include, but are not limited to the following:
Assist with the Renewal Process on all assigned clients.
This includes pre-renewal and renewal meetings, managing the timeline for renewal and marketing strategy.
Provide proactive planning to the client throughout the year, including:
additional lines of coverage or products, payroll and technology implementation, compliance review and maintenance, and fostering employee engagement with the client.
Prepare and deliver the Stewardship Report to clients.
Create benefits booklets for assigned clients, as well as present at Open Enrollment Meetings, New Hire Meetings, and Lunch and Learns.
Develop and maintain a relationship with the client throughout the year.
Manage and retain existing book of business and pursue new opportunities for the book where appropriate including a specific business plan for growth.
Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives.
Follow up to address customer needs and resolve their problems/issues.
Ensure the proper resources from within the organization are involved with the customer and introduce new products through the other core business groups where appropriate.
Develop and oversee customer service plans for each client and understand the needs of the customer.
Prepare customer renewal and new business strategy including proposals and presentations and ensure they agree with customer's requests/requirements.
Present proposal to customer ensuring appropriate team members and resources are represented/attend.
Follow Agency guidelines, policies and procedures.
Remain current on industry trends and information, new product development, legislation, coverage's and technology.
Remain up to date with current market conditions and status of competition.
Other duties as assigned.
Competencies &
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit, talk and hear via telephone and in person conversation, and ride/drive in a motor vehicle.
Competencies:
Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently.
Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
Oral communication-the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
Written communication-the individual edits work for spelling and grammar, presents numerical data effectively.
Ability to read and interpret documents such as insurance policies, contracts, and procedure manuals.
Ability to write routine reports and correspondence within a format or develop formats for customized or original documents.
Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
Quality control-the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
Adaptability-the individual adapts to changes in the work environment, manages competing demands and can deal with frequent change, delays or unexpected events.
Safety and security-the individual observes safety and security procedures and uses equipment and materials properly.
Qualifications:
Required:
Participate in seminars and educational classes for development of skills and knowledge and maintain current and active Florida 2-15 Life & Health License One (1) to three (3) years benefits experience required.
College degree or equivalent job-related experience and education.
Advanced knowledge of Word Processing software; Spreadsheet software and Database software.
Preferred:
Knowledge of industry sales/marketing methods preferred.
One (1) or more professional insurance designations.
Advanced college degree is desirable.
Physical Requirements Necessary on a Regular Basis:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Manual dexterity, arm and upper body range of motion enough for use of a keyboard, mouse and telephone on a constant basis 7-8 hours per day.
Speech and hearing enough for in-person and telephone communication on a constant basis 7-8 hours per day.
Vision enough for use of a computer monitor.
Ability to sit at a desk on a constant basis 7-8 hours per day.
Ability to operate a motor vehicle and have a clean driving record.
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.
Recommended Skills Adaptability Communication Confidentiality Customer Demand Planning Customer Relationship Management Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
Brown & Brown is seeking an Associate Benefits Consultant for its Employee Benefits team in Naples, Florida!Primary Objective &
Summary:
Primary duties include leading pre-renewal and renewal meetings with clients, managing the timeline and marketplace strategy, proactive planning throughout the year and building a relationship with contacts at the client.
Additional duties include remaining current regarding any Employee Benefits related information and products.
Essential Duties and Responsibilities include, but are not limited to the following:
Assist with the Renewal Process on all assigned clients.
This includes pre-renewal and renewal meetings, managing the timeline for renewal and marketing strategy.
Provide proactive planning to the client throughout the year, including:
additional lines of coverage or products, payroll and technology implementation, compliance review and maintenance, and fostering employee engagement with the client.
Prepare and deliver the Stewardship Report to clients.
Create benefits booklets for assigned clients, as well as present at Open Enrollment Meetings, New Hire Meetings, and Lunch and Learns.
Develop and maintain a relationship with the client throughout the year.
Manage and retain existing book of business and pursue new opportunities for the book where appropriate including a specific business plan for growth.
Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives.
Follow up to address customer needs and resolve their problems/issues.
Ensure the proper resources from within the organization are involved with the customer and introduce new products through the other core business groups where appropriate.
Develop and oversee customer service plans for each client and understand the needs of the customer.
Prepare customer renewal and new business strategy including proposals and presentations and ensure they agree with customer's requests/requirements.
Present proposal to customer ensuring appropriate team members and resources are represented/attend.
Follow Agency guidelines, policies and procedures.
Remain current on industry trends and information, new product development, legislation, coverage's and technology.
Remain up to date with current market conditions and status of competition.
Other duties as assigned.
Competencies &
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit, talk and hear via telephone and in person conversation, and ride/drive in a motor vehicle.
Competencies:
Planning/organizing-the individual prioritizes and plans work activities and uses time efficiently.
Interpersonal skills-the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.
Oral communication-the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
Written communication-the individual edits work for spelling and grammar, presents numerical data effectively.
Ability to read and interpret documents such as insurance policies, contracts, and procedure manuals.
Ability to write routine reports and correspondence within a format or develop formats for customized or original documents.
Problem solving-the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
Quality control-the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.
Adaptability-the individual adapts to changes in the work environment, manages competing demands and can deal with frequent change, delays or unexpected events.
Safety and security-the individual observes safety and security procedures and uses equipment and materials properly.
Qualifications:
Required:
Participate in seminars and educational classes for development of skills and knowledge and maintain current and active Florida 2-15 Life & Health License One (1) to three (3) years benefits experience required.
College degree or equivalent job-related experience and education.
Advanced knowledge of Word Processing software; Spreadsheet software and Database software.
Preferred:
Knowledge of industry sales/marketing methods preferred.
One (1) or more professional insurance designations.
Advanced college degree is desirable.
Physical Requirements Necessary on a Regular Basis:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Manual dexterity, arm and upper body range of motion enough for use of a keyboard, mouse and telephone on a constant basis 7-8 hours per day.
Speech and hearing enough for in-person and telephone communication on a constant basis 7-8 hours per day.
Vision enough for use of a computer monitor.
Ability to sit at a desk on a constant basis 7-8 hours per day.
Ability to operate a motor vehicle and have a clean driving record.
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position We are an Equal Opportunity Employer.
We take pride in the diversity of our team and seek diversity in our applicants.
Recommended Skills Adaptability Communication Confidentiality Customer Demand Planning Customer Relationship Management Customer Service Estimated Salary: $20 to $28 per hour based on qualifications.
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