Associate Account Manager

Brown & Brown is seeking an Associate Account Manager to join our growing team in Troy, MI! 

MAIN FUNCTION OF THE POSITION:

This position serves as the secondary service contact for the Account Manager & Producer. This position is primarily responsible for assistance with data entry, day to day servicing, contract reviews, eligibility, and production of materials.

ESSENTIAL DUTIES INCLUDE THE FOLLOWING:

include the following. Other duties may be assigned

• Provide general assistance to assigned Account Managers

• Help Account Managers prepare and review client paperwork, such as Renewal Questionnaires and Contracting/Renewal Paperwork

• Report client enrollment adds, changes, and terminations to carriers/vendors within 5-business days of receipt, or by last day of qualified event window, whichever is soonest

• Collect and review plan policies, contracts, certificates, plan documents, and SPDs, notifying Account Managers of any errors or inconsistencies

• Maintain documents in benefits administration portals (i.e., Employee Navigator, BAM)

• Call carriers and customers to help resolve service issues

• Audit first billing statement after renewal to verify plans, rates, and enrollment

• Ensure compliance with Insurance Operations (IO); notify Account Manager of anything they see that does not meet IO requirements, escalate to Team Leader if necessary

• Print, assemble, and ship enrollment kits, proposals, and other documents as directed by Account Manager, Team Leader, and/or Producer

• Ensure all applicable data is kept accurate and files maintained

• Promote teamwork, positive attitude, and commitment to department/agency goals.

• Follow agency guidelines, policies, and procedures

• Other duties as assigned EB Team leader

• This position does not advise, negotiate, or place insurance; this position does not confirm coverage to members or providers

COMPENTENCIES:

To perform this job successfully, an individual should demonstrate the following competencies to perform the essential functions of the position

• Quality of Work- Work is accurate, thorough, and neat. Is attentive to details and demonstrates effective organizational skills.

• Productivity- Able to effectively handle the volume of work required for the position without sacrificing accuracy or timeliness. Efficiently manages multiple tasks and priorities.

• Reliability- Consistently meets deadlines, follows-up to ensure tasks are thoroughly completed and can be counted on to meet commitments.

• Continuous Improvement- Understands what needs to be accomplished and seeks opportunities to improve own or departmental work processes and to better utilize technology.

• Initiative- Identifies new and/or additional tasks and duties. Is able to work independently, prioritize, and takes ownership. Knows when to ask questions and request help.

• Interpersonal Relationships- Develops and maintains strong, supportive relationships both internally and externally. Is cooperative, professional, and positive in all interactions.

• Communication Skills- Communicate clearly and accurately using written, verbal, and electronic methods.

• Adaptability/Flexibility- Effectively handles changes and/or interruptions and demonstrates a willingness to adapt to new situations, priorities and tasks. Able to adjust approaches to reach a desired outcome.

• Balance- Effectively manages personal feelings and emotions, especially in situations involving crises or conflicts. Functions in a controlled manner when under stress.

• Attitude- Exhibits an attitude which is positive, open to new ideas, and committed to achieving the desired results.

• Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

• Commitment to training to learn, develop, and redefine skills.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

REQUIRED:

• High School diploma or equivalent

• Bachelor’s Degree

• Proficient with MS Office Suite

• Exceptional oral and written communication

• Ability to maintain a high level of confidentiality

• Must obtain state Life and Health Insurance Licenses within 90-days of employment

• Prior employment or internship in an office setting