- Proactively manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth.
- Develops relationships with larger and more complex clients in order to retain business and increase revenue.
- Manages a book of business to include renewal preparation, marketing and negotiation, developing presentations, strategic planning, open enrollment communication, carrier implementation and year-round customer service.
- Assist the Sales Executive with pursuing relationships with potential new accounts and seeks business expansion opportunities with current clients.
- Detailed knowledge of products and services being offered and ensures that products and services consistently meet client needs.
- Visit client locations periodically to ensure client satisfaction and promote ongoing contract renewal
- Provides sales quotations and responds to request for proposals.
- Educates clients on compliance responsibilities for federal & state laws effecting benefits plans.
- Highly independent
- May assume a team lead role for the work group
- Maintains current knowledge of industry changes and trends.
- Follow up to address customer needs and resolve any problems or issues.
- Develop and oversee customer service plans for each client and understand the needs of the customer.
- Coordinate and manage the marketing process for all clients in assigned book of business.
- Develop, implement and monitor strategic initiatives to help clients with cost containment and compliance strategies
- Assist clients with day-to-day transactions such as enrollment, employee education, billing, compliance, and claims.
- Maintain and update the agency management system timely and accurately.
- Promote teamwork and commitment to department goals.
- Develop positive business relationships with clients, co-workers, and carrier representatives.
- Top Gun reporting of New and Lost Business
- Minimum of high school diploma or general education degree (GED)
- Florida Life & Health Insurance license
- Valid driver's license
- Proficient with MS Office Suite and Excel
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Associate's or Bachelor's in a business or financial related discipline
- Professional designation
- Minimum typing speed of 40 to 50 words per minute
- Agency Management System knowledge
- Base salary + commission
- Unlimited earning potential
- Excellent growth and advancement opportunities
- Discretionary Time Off (DTO)
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
Employee Benefits Account Executive - St Petersburg, 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.
It's an exciting time to join Brown & Brown Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Employee Benefits Account Executive to join our growing team in St. Petersburg, Florida.
The Employee Benefits Account Executive is responsible for account management, direct sales and customer service support to the sales team using a variety of skills and knowledge of the insurance market, products, and competition. This role provides a source of insurance expertise and strategic analysis to clients and prospects as well as, assists in the growth and profitability of the department.
Who We Are: Brown & Brown, Inc. is a growing global insurance brokerage firm delivering risk management solutions and services since 1939. Our unique culture is built on honestly, integrity, innovation and discipline and defines who we are and how we treat our customers, teammates and the communities we serve. We think of ourselves as a team, so we have teammatesnot employees. We prioritize health, family, and businessin that order. We embrace and celebrate diversity, always striving to be an inclusive place where you have the power to be yourself. Traded on the New York Stock Exchange as BRO, Brown & Brown is a big company that doesn't act like one.
Who We Are Looking For: We are looking for passionate team players who believe in working hard and having fun in a collaborative environment. Our team is customer-focused and values the importance of strong relationships, professionalism, and trust. We embrace solutions-oriented big thinkers who are committed to results and aren't afraid to take risks. We are driven to set goals high and aim even higher.
General Responsibilities: