Account and Marketing Assistant

Benefits Account and Marketing Assistant

remote type: Hybrid

Working locations: Pryor, OK, USA

time type: Full time

posted on: Posted Today

job requisition: 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 Account and Marketing Assistant to join their growing team in the Pryor, OK!

This position serves as support for the entire benefits department. This position is primarily responsible for marketing, assistance with data entry, eligibility, and production of materials.

How you will Contribute

• Provide general assistance to Account Managers and Producers
• Be responsible for marketing account, under the direction of Producer/Account Managers
• Request early renewal release and claims experience from carriers 120 days prior to effective date on large group (over 100) and 90 days prior for small group (under 100) employees
• Preparation of RFP for review with Producer/Account Manager
• Prepare marketing/presentation materials as defined in the Marketing/Renewal Checklist
• Agree on timeline with Producer/Account Manager for everything involving the marketing process and monitor closely
• Maintain constant communication with the Producer/Account Manager regarding progress and keep the Producer/Account Manager informed if the process is off track
• Release RFP to selected carriers after approval
• Follow-up, receive and review quotes received from carriers and file in agency system
• Keep RFP Tracking tools up to date
• Negotiate with incumbent and other carriers to achieve maximum value for client
• Give all quotes and marketing correspondence with carriers to the Producer for plan spreadsheet selections and/or requoting needs
• Finalize client presentation with Producer/Account Manager
• Maintain documents in benefits administration portals
• Assist with creation of Benefit Guides
• Promote teamwork, positive attitude, and commitment to department/agency goals
• Follow agency guidelines, policies, and procedures
• Other duties as assigned

Skills & Experience to Be Successful:

• Bachelor’s Degree (preferred)
• 1-3 years of experience in insurance or medical field (preferred)
• High School diploma or equivalent
• Proficient with MS Office Suite
• Exceptional oral and written communication
• Ability to maintain a high level of confidentiality
• Prior employment or internship in an office setting
• Life and Health Insurance Licenses within 12 months of Hire

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.

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”.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results.

With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.”

While diverse 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.