Client Account Representative

Reposted 12 Days Ago
Be an Early Applicant
Manasquan, NJ, USA
In-Office
23-26 Hourly
Mid level
Insurance
The Role
The Client Account Representative will manage client accounts, address issues, assist with open enrollments, and maintain data integrity through effective communication and customer service.
Summary Generated by Built In

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Winston Benefits, a Brown & Brown company, is seeking a Client Account Representative to join our team! The Client Account Representative will partner closely with Winston Benefits Clients to manage their accounts.  This position will address any client concerns through regular communication and excellent customer service.  This position will assist with Client open enrollments and maintain the Clients account throughout the year.  We will rely on this position to listen to our clients and use deductive reasoning skills, technical expertise, creativity and passion for helping to meet their needs.

WHAT YOU’LL DO:

  • Responsible for addressing Client Facing Issues on Issue Tracker. 
  • Data Integrity ongoing review. 
  • Call center Issues resolution. 
  • Responding to Client emails.  
  • Manual corrections to enrollment and eligibility data. 
  • EOI Approvals/Denials. 
  • Error Reports. 
  • Advice to Pay (Depending on the Client). 
  • Carrier and Benefit Audit review and resolution. 
  • Dependent Audits (During OE). 
  • Assigned certain Punch List items during Open Enrollment and implementation. 
  • Assist in updating audit communication materials – letters, etc. 
  • Provide information to marketing to create Fax Cover Pages.
  • Fulfill projects when needed by the client or assist in leading the project.  
  • Perform other duties as assigned.

WHAT YOU’LL NEED:

  • 3-5 years in industry-related Customer Service. 
  • A minimum of a high school diploma. 
  • Above average knowledge of Microsoft Suite of programs and Outlook. 
  • Flexibility with work hours and overtime. 
  • Ability to multi-task and be detail oriented. 
  • Strong sense of initiative and self-motivation.         
  • Excellent verbal and written communication skills. 
  • Ability to address difficult situations in a tactful, professional manner. 

WHAT WE OFFER:

  • Competitive pay based on experience
  • Paid Time Off (PTO)
  • Generous benefits package: health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan

Pay Range

23 - 26 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 


Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

Skills Required

  • 3-5 years in industry-related Customer Service
  • Minimum of a high school diploma
  • Above average knowledge of Microsoft Suite of programs and Outlook
  • Flexibility with work hours and overtime
  • Ability to multi-task and be detail oriented
  • Strong sense of initiative and self-motivation
  • Excellent verbal and written communication skills
  • Ability to address difficult situations in a professional manner

Brown & Brown Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown & Brown Insurance and has not been reviewed or approved by Brown & Brown Insurance.

  • Healthcare Strength Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
  • Retirement Support The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
  • Equity Value & Accessibility An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.

Brown & Brown Insurance Insights

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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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