Account Manager

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 Employee Benefits Account Manager to join our growing team in Irvine, California.

The primary responsibility of this position is to support business relationships with an assigned group of clients by providing customer service and follow-up. This individual will work closely with Account Executives, Producers, Marketing Reps, and other Brown and Brown team members to service clients and support the implementation and renewal of health and welfare programs.

How You Will Contribute:

• 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.

• Work under the direction of Account Executives to assist in the fulfillment of client needs.

• Follow the renewal calendar and proactively manage timeline for renewal activity, presentation and plan implementation as set by company policy as well as vendor deadlines; this includes census requests.

• Develop and maintain solid relationships with vendors, as well as internal teammates.

• Produce open enrollment materials and benefit handouts.

• Maintain account files and ensure that documents are placed into appropriate sections for Quality Control (QC) guidelines; complete the Quality Control checklist.

• Coordinate open enrollment paperwork submission; verify paperwork and enrollment forms are submitted correctly, verify post enrollment selection and billing for accuracy.

• Support clients in attaining compliance with governmental requirements by staying informed of new legislation and participating in available training.

• Complete the Marketing checklist with the Account Executive.

• Review policies, benefit summaries, SPD’s, forms, and rates for accuracy.

Licenses and Certifications:

• Insurance experience preferred; Life & Health licensed a plus

Skills & Experience to Be Successful:

• College Degree required

• Proficient in MS Excel and Word.

• Knowledge of Group Benefit Plans and experience in health and welfare a plus.

• 1-2 years Insurance Agency, Insurance Carrier or Human Resources experience is (preferred)

• MS Power Point is a plus.

Pay Range

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”.