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 is seeking an Employee Benefits Small Group Account Manager to join our growing team in Portland, OR.
The Employee Benefits Account Manager responsibility is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily.
How You Will Contribute:
Responsible for renewal process from start to finish including but not limited to pre-renewal analysis, renewal analysis, and renewal administration
Lead open enrollment process including but not limited to creation of marketing materials, system training, onsite set up & client trouble shooting
Build strong relationships and provide customer centric solutions using speed and agility
Advise and direct clients on claims issues, administration, benefit plans and federal/state laws such as: COBRA, HIPAA, FMLA, ERISA etc.
Create, prepare and present client presentations
Answer customer and carrier questions through all means of communications such as through calls, personal meetings, seminars, etc. All customer inquiries must receive a response on the day they are received or by noon the following day if the request arrives in late afternoon
Discuss various funding mechanism options with customers, such as level funding, self-funding, etc.
Act as an expert regarding Account Management and advocate for customers on employee claim issues, carrier relations, and all related duties. Activities are logged, and documentation filed in Benefit Account Management (BAM).
Follow new customer onboarding process including sending BORs to carriers, completing Top Gun, compliance paperwork to new customers.
Follow all B&B Internal Operations (audit) practices for each customer
Review carrier certificates/policies/SPDs for accuracy, complete contract review checklist and file appropriately in BAM before sending final versions to customers
Responsible for identifying opportunities to round out accounts with additional lines of coverage. Other department sales goals or specific individual goals may be assigned.
Licenses and Certifications:
Must obtain Life & Health Insurance License for required states within three (3) months & keep current
Skills & Experience to Be Successful:
Minimum of two (2) years of experience in the field of Employee Benefits
Business proficiency in Spanish (written and verbal) preferred
Solid knowledge and understanding of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations; insurance plans, underwriting principles, selection, pricing, rating, and premium calculation
Familiarity with complex benefit issues to serve as the key contact for customers in resolving them
Fluent with Microsoft Windows, Office 365, Word, and Excel
Exceptional telephone demeanor
Excellent customer service and interpersonal skills
Ability to maintain a high level of confidentiality
Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages
#LI-SN3
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
- Obtain Life & Health Insurance License for required states within three months and maintain current license
- Bachelor's Degree with 3 years of Employee Benefits Administration experience OR High school graduate with 5 years related experience
- Solid knowledge of group health and welfare benefit plan coverage, legislation and regulations (COBRA, HIPAA, FMLA, ERISA)
- Familiarity with benefit plan underwriting, pricing, rating, premium calculation and complex benefit issues
- Fluency with Microsoft Windows, Office 365, Word, Excel
- Exceptional telephone demeanor, customer service and interpersonal skills
- Maintain high level of confidentiality
- Acceptable Motor Vehicle Record report at hire and maintenance of minimum insurance coverages
- Experience with open enrollment, renewals, client presentations, onboarding and carrier relations; familiarity with Benefit Account Management (BAM) processes
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.
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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.
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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.
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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
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.
