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 a Benefits Specialist to join our growing team in Milwaukie, WI!
The Benefits Specialist assists the Account Team in servicing the benefit consulting responsibilities of the employee benefit clients. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists client with daily service functions. To acquire a knowledge of all phases of the roles within the Employee Benefits Department.
How You Will Contribute:
Basic level of compliance, benchmarking, renewal & marketing, reporting & analytics and able to perform these functions with little guidance.
Supports onboarding new clients.
Assist clients with daily service functions and frequent ad hoc requests.
Create, review and edit employee benefit guides, benefit manuals and other client materials as requested.
Creates and maintains strong relationships with vendors.
Reviews insurance circulars and bulletins to keep current on changes in the industry.
Confers with team to identify, plan and develop methods and procedures to obtain greater efficiency and effectiveness of benefit programs.
Support basic renewal & marketing processes and confirmations.
Assist in review of plan documents (SBCs, SPDs, Certs, etc.) to ensure accuracy of content.
Data entry into B&B systems and client management database.
5500 preparation.
Printing, preparation and mailing of client materials.
Assists in the coordination of client meetings, market/carrier meetings, etc.
Participate in market meetings, seminars and training programs as directed.
Other duties may be assigned.
Licenses and Certifications:
Must obtain and maintain active Life/Accident and Health Insurance Agent License within 1 yr.
Skills & Experience to be Successful:
Minimum of high school degree or equivalent required
College degree (preferred)
1+ years employee benefits experience with a thorough understanding and knowledge of employee benefits
Proficient with MS Office Suite
Ability to maintain a high level of confidentiality
Excellent verbal and written communication skills
Ability to work independently.
Detail oriented with excellent organizational skills.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
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.
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”.
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most. Our two business segments, Retail and Specialty Distribution, offer businesses and individuals a wide range of insurance solutions.
We are one of the insurance industry’s most powerful and influential leaders, with a strong, deeply rooted cultural foundation built on integrity, innovation, superior capabilities and discipline. The Power of WE ignites our performance, and while diverse and varied in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.
Brown & Brown is proud to be certified as a Great Place to Work®, and we are always actively looking for talented teammates who embrace our culture to join our winning team.
Find us on the NYSE as BRO. Brown & Brown Legal Entities: https://linktr.ee/brownbrowninc
