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Posted: Wednesday, September 6, 2017 4:57 AM

Job Description:/h3:
Brown and Brown is seeking an experienced Account Executive to join our Employee Benefits team This individual will be responsible for servicing a set book of business and providing exceptional customer service.

Essential Duties and Responsibilities:
:Prepare renewal letters along with additional documents such as Insurance Coverage Review Forms, Less than A: Acknowledgment letters and signoffs when applicable
:Prepare quotes for new and existing small groups on our online employee benefits software
:Market Large groups new and existing groups by compiling all benefit information and preparing email to all carriers, then forwarding the RFP
:Provide network analysis
:Prepare spreadsheets based on marketing results for Large group medical marketing and all ancillary products, Life, LTD and Dental
:Prepare overview and proposal for new business and renewal meetings
:All Quality Control Paperwork needed for each renewal completed, RFP Tracking Form, Plan Implementation Form and Plan Rate Confirmation Forms completed
:Forward and follow:up on enrollments, changes, and terminations forms to proper carriers
:Dispute medical/dental claims, appeals, and billing issues
:Assist in group enrollment process reviewing all documentations, copying, and forwarding to proper carrier/general agent and follow up on the processing
:Attend Open Enrollment Meetings and review benefits with employees
:Retrieve and file clientele correspondence; ensure rates and summaries are on the left side in front of the file, all QC paperwork on the right side of file in front, and correspondence in the back
:Provides updates to Account Executive/QC Manager for the Monthly Renewal Report
:Quarterly Audits
:Updates TAM with new lines of coverage and policy numbers
:Handle servicing, marketing and replacement for assigned only Small/or Large Group DBL
:Valid NY Life, Accident and Health Brokers License
:Valid Drivers License
:At least 3 years experience in a similar position
:Proficiency in Microsoft Office Suite, particularly advanced Excel

Company Description:/h3:
Sobel Affiliates is a professional insurance brokerage firm founded in 1904. We provide comprehensive risk management and insurance services to a wide range of commercial, personal, and employee benefits insureds, including many specialty niche programs.
In 2007, Sobel Affiliates became part of Brown and Brown, a New York Stock Exchange publicly traded company. Our drive to be the best has made Brown and Brown the seventh largest insurance intermediary in the world, with almost 8,000 employees operating in more than 300 offices nationwide.
Our unique, decentralized culture has enabled our office to maintain the personalized service of an independent agency, with all the benefits and strengths of a national brokerage firm. The fourth generation of the founder of Sobel Affiliates still manages the office.
: See more at: sobelins/


• Location: Queens

• Post ID: 130932857 queens is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017