Account Manager

We are seeking an Employee Benefits Account Manager to support our Account Executives and Advisors while helping deliver outstanding service to our clients. This role is ideal for a detail-oriented,tech-savvy professional who thrives in a collaborative environment and is passionate about helping clients navigate employee benefits solutions.

Boyd Insurance & Investments work is guided by our CATER core values Community, Authenticity,Teamwork, Empathy and Resilience. These values shape how we serve our clients,support one another, and grow together.

• Assist in managing client accounts, ensuring timely and effective communication providing excellent customer service with inquires, issues and requests.
• Create client presentations, reports and updates via Microsoft Excel and other software to include Zywave,Benefit Central, Employee Navigator 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

• Highly organized and detail-oriented
• Comfortable working both independently and collaboratively
• Provide empathy when necessary
• Be a self-starter and be self-motivated to learn the industry and serve clients
• Highly proficient in Microsoft Office Suite;
  Microsoft Excel
• Technologically proficient, and quick 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

• Minimum of High School diploma or GED required (Associate’s or Bachelor’s degree preferred)
• Maintain or acquire a 215 FL Life and Health Licenses. If not currently licensed, must be willing to become licensed within 30 days of hire.

Valid Driver’s License

• Work-life balance:
  Hybrid opportunity after 90 days
• Competitive Salary and benefits package
• Performance bonuses:
  Eligible for our semi-annual bonus program after 6 months of employment
• Birthday celebration:
  Enjoy a half-day off the Friday closest to your birthday
• Casual Fridays:
  Relax with jean-friendly Fridays
• Christmas Club program:
  Boyd contributes to help employees save for the holiday season
• Professional development:
  We cover approved continuing education (CE) classes to support your licensing and career growth
• Growth-focused culture:
  Ongoing opportunities to learn, develop, and advance within the agency