Employee Benefits Account Manager

Website Boyd Insurance & Investments

Boyd Insurance & Investments has been providing investment expertise and personal & commercial insurance to Manatee County for more than 45 years.

Open Position: Account Manager | Department: Employee Benefits 

Job Description

Essential Functions
  • Create client deliverables via Microsoft Excel and other software to include Zywave, Benefit Central, to help simplify client recommendations.
  • Complete quality control tasks; review of client completed forms, files, and internal processes.
  • Communicate with carriers to complete and mitigate client requests.
  • Train clients on self-service portals and overall responsibilities in administering employee benefits.
  • Assist in internal department filing and documentation requirements.

Job Requirements & Qualifications

  • Ideal candidate knows language/local industry.
  • Work closely in a team setting but also independently to assist in earning new clients and service current clients.
  • Be a self-starter and be self-motivated to learn the industry and serve clients.
  • Highly proficient in Microsoft Office Suite, Microsoft Excel, Outlook.
  • Be ‘technologically inclined’ and fast to learn new systems.
  • Be an effective communicator, both written and verbally.
  • Have a sense of urgency to serve clients and team and take pride in their work.
  • Manage relationships with carrier partners and clients.
  • Gain knowledge in the Insurance and employee benefits industry.
  • Acquire or maintain a FL Life and Health Licenses. If not currently licensed, must be willing to become licensed upon hire.

If you are the type of person that wants to be part of a growing organization that is energetic and driven, contact us today!

To apply for this job please visit www.boydinsurance.com.