Job Description
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 an Employee Benefits Marketing Assistant to join our team in Phoenix, Arizona!
The Employee Benefits Marketing Assistant supports account management and renewal processes by preparing RFPs, analyses, and client presentations, coordinating with account teams and carriers, managing data and documentation, and staying compliant with licensing requirements, agency standards, and industry developments.
How You Will Contribute
• Meet requirements for licensing as directed by the branch/agency
• Draft and construct presentations, spreadsheets, binders as well as various reports and analyses as assigned
• On all assigned accounts:
• Use system to create RFP to begin renewal processes onWork with AE/ AM to request early renewal release and 24 months of claims experience from carriers. – 120 days prior to effective date on large group and 90 for small (Note: No claims experience for Groups
• Prepare RFP for review with Account Manager and Producer
• Release RFP to selected Carriers
• Follow-up, receive and review quotes received from Carriers.
• Review all quotes and marketing correspondence with AE / AM for determination of what plans and rates to utilize
• Finalize customer presentations with Account Manager and Producer
• Maintain effective information management between Account Manager, Producer and Carrier through all applicable means of communication.
• Ensure all applicable data is kept accurate and files maintained
• Follow Agency guidelines, policies and procedures
• Remain current on industry trends and information, new product development, legislation, coverages and technology
• Other duties as assigned
Licenses And Certifications
• AZ Life & Health License (obtain within first 6 months of employment)
Skills To Be Successful
• High School Diploma or GED
• 1 – 3 years' experience in a similar position
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
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”.
Brown & Brown is seeking an Employee Benefits Marketing Assistant to join our team in Phoenix, Arizona!
The Employee Benefits Marketing Assistant supports account management and renewal processes by preparing RFPs, analyses, and client presentations, coordinating with account teams and carriers, managing data and documentation, and staying compliant with licensing requirements, agency standards, and industry developments.
How You Will Contribute
• Meet requirements for licensing as directed by the branch/agency
• Draft and construct presentations, spreadsheets, binders as well as various reports and analyses as assigned
• On all assigned accounts:
• Use system to create RFP to begin renewal processes onWork with AE/ AM to request early renewal release and 24 months of claims experience from carriers. – 120 days prior to effective date on large group and 90 for small (Note: No claims experience for Groups
• Prepare RFP for review with Account Manager and Producer
• Release RFP to selected Carriers
• Follow-up, receive and review quotes received from Carriers.
• Review all quotes and marketing correspondence with AE / AM for determination of what plans and rates to utilize
• Finalize customer presentations with Account Manager and Producer
• Maintain effective information management between Account Manager, Producer and Carrier through all applicable means of communication.
• Ensure all applicable data is kept accurate and files maintained
• Follow Agency guidelines, policies and procedures
• Remain current on industry trends and information, new product development, legislation, coverages and technology
• Other duties as assigned
Licenses And Certifications
• AZ Life & Health License (obtain within first 6 months of employment)
Skills To Be Successful
• High School Diploma or GED
• 1 – 3 years' experience in a similar position
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
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”.
💡 Quick Summary
Seeking a career-building opportunity? The Marketing Assistant - Employee Benefits position is now open for candidates interested in the Marketing Executive Jobs sector. This role in Phoenix offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Marketing Executive Jobs is a plus.
