Brown & Brown, Inc  |  Fort Lauderdale, FL  |  Administration / Clerical, Customer Service, Health and Medical

 

 

Brown & Brown of Florida, Inc. is seeking a dedicated Customer Service Representative to join our team in Fort Lauderdale, FL. In this role, the primary responsibility will be to support business relationships with an assigned group of clients by providing customer service and follow up. The selected individual will work closely with Account Managers, Producers, Marketing Reps, and other Brown and Brown staff to service clients, and support the implementation and renewal of health and welfare programs.    

 

Responsibilities:

• 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 Managers 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 staff.
• Produce open enrollment materials and benefit handouts.
• Maintain account files and ensure that documents are placed into appropriate sections for Quality Control 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 Manager.
• As requested by the Account Manager, review policies, benefit summaries, SPD’s, forms, and rates for accuracy.
• Assist the Account Manager, Marketing Rep, and Producer (or Benefits Consultant) in developing renewal proposals (to be presented by the producer or Benefits Consultant) 
• Responsibilities may include comparative spreadsheets, putting presentations binders together.
• Utilize Agency Management System as required by company policy.
• Follow tasks assignments as part of client service initiatives as directed by the Account Manager or Producer.
• Perform other duties as assigned.

Required Competencies:

• Knowledge of Group Benefit Plans Background in health and welfare benefits.
• Active Life, Health, and Annuity License (or ability to obtain within three months of employment).
• Excellent organizational and time management skills.
• Excellent verbal and written communication skills.
• Proficient in Excel and Word (Required).  Other Microsoft office applications such as Power Point helpful.
• Ability to read, analyze, and interpret insurance policies, coverage, documents and regulations.  
• Ability to solve practical problems and deal with a variety of concrete variables. 
• Ability to interpret a variety of instructions furnished in written, oral, and schedule form.
• High School Degree or equivalent.

 

Preferred:

• One to two years Agency, Insurance Carrier or Human Resources background preferred.
• CEBS designation a plus.

 

We are an Equal Opportunity Employer. 
We take pride in the diversity of our team and seek diversity in our applicants.