Customer Service Representative, Employee Benefits - Pinellas, FL

Brown & Brown, Inc  |  Pinellas, FL  |  Administration / Clerical, Customer Service
 
 

Brown & Brown of Florida, Inc.-Pinellas Division is growing and seeking an exceptional individual with proven discipline, drive, and commitment to join our team as Customer Service Representative for our Employee Benefits Division.  Our clients are small to large employers and we offer them cost-effective benefit packages for their employees and dependents, that include medical, dental, vision, life, disability, HSA's, FSA's, STD, LTD, and more.  The hired individual will provide support to Account Executive and Producer in maintaining, expanding and servicing Employee Benefit accounts by performing the following duties.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

 

  • Provides customer service inside agency office under the direction of Account Executive, Producer and/or department Manager.
  • Assists Account Executive and Producer in obtaining information from the client/prospect for new and renewal marketing. Perform tasks such as but not limited to; preparing RFP’s, spreadsheet carrier quotes, preparation of formal proposal, carrier communication as it relates to quote.
  • Provides answers to employers regarding general administration and health policy questions.
  • Assists employers and employees with resolution to claim questions and problems.
  • Assists Account Executive with maintenance of customer files such as but not limited to; scanning documents and attaching in Applied database, preparation of reports and internal audit of client files to ensure compliance with Quality Control.
  • Assists Account Executives in maintenance of Applied database with current and accurate employer/employee information. Keeps suspense (activity) items current.
  • Conducts or participates in client employee enrollment meetings under the direction of the Account Executive or Producer, as needed.
  • Preparation of employee benefit booklets under the direction of the Account Executive, as needed.
  • Assist in conducting client open enrollment meetings as requested.
  • Current knowledge of industry changes and trends.
  • Other duties as assigned

 

Required Competencies:

  • Two years’ experience highly preferred, working in employee benefits, group benefits, and/or health insurance or ancillary benefits products.
  • Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or governmental regulations.
  • Ability to write reports and business correspondence.  Ability to effectively present information and respond to questions from carrier representatives and customers.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.  Ability to apply concepts of basic algebra.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
  • Active 2-15 / 215 Florida Life & Health Insurance license Preferred, OR individual agrees to get Licensed promptly upon being hired.
  • Minimum typing speed of 40 to 50 words per minute preferred.
  • Practical knowledge of Microsoft Office Software, especially Outlook, Word, Excel
  • High school diploma or general education degree (GED) Required

 

 

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