- Maintain office records, files, reports, supplies and calendars.
- Prepare and handle outgoing and incoming mail.
- Assist in the preparation of customer proposals while ensuring the use of internal required documents.
- Assist in the documenting of sales information into the internal management database.
- Assist in the research and resolution of employee claim and enrollment inquiries and/or discrepancies within a reasonable timeframe.
- Answer questions about the organization's products and services to assist in customer service functions.
- Learn and remain current on industry trends and information, new product development, legislation, coverages, and technology.
- Promote teamwork, support, and a positive attitude in the office and with other coworkers.
- Follow Brown & Brown guidelines, policies, and procedures.
- Perform other duties as assigned.
- Possess an associate degree (preferred); high school diploma required.
- Texas Life and Health license in good standing, if not already held, obtain within 90 days of hire.
- Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
- Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
- Experience in Insurance, Human Resources, or a Brokerage Firm (preferred).
- Competitive compensations
- Excellent growth and advancement opportunities
- Paid Time Off (PTO)
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
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Employee Benefits Assistant Account Specialist - San Antonio, United States - Brown & Brown
Description
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 Insurance, Inc is seeking an Employee Benefits Assistant Account Specialist for its Employee Benefits team in San Antonio, TX.
This Assistant Account Specialist's primary responsibilities involve performing administrative and clerical functions as liaison or assistant to Account Managers, Team Leaders, and Producers; as well as learning the insurance industry and operations.
WHAT YOU'LL DO: