Employee Benefits Account Manager
Brown & Brown Insurance
full-time
Posted on:
Location Type: Hybrid
Location: Virginia Beach • Virginia • United States
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About the role
- Assist in managing client accounts, ensuring timely and effective communication
- Address client inquiries, issues, and requests with a focus on providing excellent customer service
- Prepare and deliver client presentations, reports, and updates under the guidance of the Account Executive
- Build and maintain positive relationships with clients through regular communication and proactive problem-solving
- Support Account Executive in developing account strategies and identifying opportunities for account growth
- Coordinate and track project timelines, deliverables, and milestones
- Collaborate with internal teams (e.g., Account Executive, benefit administrator, sales) to ensure projects are executed according to client specifications and deadlines
- Monitor project progress and provide regular status updates to clients and Account Executive
- Prepare meeting agendas, take meeting minutes, and follow up on action items
- Assist in the preparation of proposals, contracts, and invoices
- Manage relationships with benefits vendors and service providers
Requirements
- Minimum of 3 years in Account Management or client service experience with large and/or self-funded accounts (required)
- Minimum of high school diploma or general education degree (GED)
- Proficient with MS Office Suite and Excel
- Organizational, verbal, and written communication skills
- Ability to maintain a high level of confidentiality
- Travel may be required
- Associate’s or Bachelor’s in a business or financial related discipline or experience in lieu of degree (preferred)
- Professional designation (preferred)
- Minimum typing speed of 40 to 50 words per minute (preferred)
- Agency Management System knowledge (preferred)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementclient serviceproject coordinationproposal preparationcontract preparationinvoice preparationtyping speed 40-50 wpmconfidentiality maintenance
Soft Skills
communication skillsorganizational skillsproblem-solvingrelationship buildingpresentation skills
Certifications
professional designation