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Employee Benefits Relationship Manager
Brown & Brown InsuranceBenefits Relationship Manager providing high-quality customer service and managing day-to-day resolution for insurance clients in Greensboro, NC.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer service within the insurance industry, focusing on relationship management, compliance documentation, and proactive support for employee benefit accounts. Proficient in Microsoft Office tools to enhance communication and operational efficiency.
Highest-signal resume keywords
Customer Service ExperienceInsurance Industry KnowledgeCommunication SkillsAccount Renewals ManagementConfidentiality
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Employee Benefit Account ManagementInsurance Operations CompliancePolicy DocumentationCoverage Change RequestsCustomer Inquiry Response
Soft Skills
Team CollaborationPositive AttitudeKnowledge SharingProactive Support
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPointAgency Management Systems
Industry Keywords
Medical InsuranceDisability InsuranceLife InsuranceVoluntary BenefitsDental InsuranceVision Insurance
About the role
Key responsibilities & impact- Establish strong relationships with customers and insurance carriers.
- Provide proactive support to assigned customers.
- Act as the primary contact between customers and insurance carriers.
- Collaborate and delegate amongst team to ensure customer timelines are delivered.
- Supports implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with customer and carrier.
- Receive, process, and respond to customer inquiries regarding, but not limited to, existing policy questions, coverage change requests, requests for new policies, certificates of insurance, billing, payments, or any other service-related matters.
- Provide an exceptional customer experience.
- Manage and document renewal, sales, and insurance operations compliance documents into the agency management systems.
- Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
- Promote a commitment to achieve or exceed internal and external performance standards.
- Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
- Other Duties as assigned.
Requirements
What you’ll need- 2+ years of customer service experience in the insurance industry.
- High level of knowledge about the benefits we service including medical, short-term disability, long-term disability, life insurance, AD&D, voluntary benefits, dental, and vision.
- Experience handling employee benefit account renewals, service needs, and customer escalations.
- Strong verbal and written communication skills required.
- High Level of confidentiality.
- Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, and Power Point.