Account Manager

Brown & Brown Insurance; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision

Income protection

401(k) plan

Paid time off

Job summary

Brown & Brown, Inc. is seeking an Account Manager who will independently manage client service deliverables and contribute to client strategy.

You will analyze data, make recommendations, and execute plans in partnership with Account Executives and Senior Account Managers, while owning project plans and client inquiries. You will prepare RFPs/RFIs, maintain plan documentation, perform contract reviews, and participate in client audits, ensuring accurate information and timely deliverables for

Qualifications

• Bachelor’s degree required.
• Minimum 5 years’ experience in a similar Group Insurance role.
• Extensive knowledge of benefits including STD, LTD, life, AD&D, voluntary benefits, dental and vision.
• Strong technical understanding of contracts, plan design, claims, and vendor capabilities.
• Excellent interpersonal, verbal and written communication, and presenting skills.
• Proficient in Microsoft Office applications.
• Self-directed, able to work independently and in a virtual environment.
• Detail-oriented with strong organizational and deadline management.
• Active Life, Accident, and Health license or willingness to obtain within 6 months.

Responsibilities

• Prepare RFPs and RFIs, coordinating carrier proposals and Executive Summaries.
• Maintain current/historical plan designs, process maps, rates, and plan documents in client database.
• Perform certificate/contract reviews, plan design analyses, and benchmarking.
• Participate in client claim audits and summarize results with insights and recommendations.
• Identify, assess, and escalate issues; collaborate with Account Executives and clients.
• Establish strong relationships with Executives, Senior Managers, clients, and carriers.
• Advise on plan options, interpret data/benchmarks, and develop recommendations.
• Coordinate resources to resolve client issues and prioritize needs.
• Attend client meetings and provide consultative support for the client.

Skills

Bachelor’s degree

5+ years’ experience

Interpersonal communication

Microsoft Office

Self-directed work

Contract/plan design knowledge

Education

Bachelor’s degree

Tools

Salesforce

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.

About the Role

The Account Manager position independently manages assigned client service deliverables and contributes to client strategy through analysis, recommendations, and execution tied to Account Executives’ book of business and works collaboratively with Senior Account Managers and other Account Managers on assigned book of business to execute the strategy deliverables for the client. The position is responsible for internal client documentation, owning responsibility for tasks and deliverables, client inquiries and maintaining all project plans.

Essential Duties and Functions

• Prepare Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive Summaries, timeline monitoring and participation in the implementation process.
• Oversee the maintenance of current and historical plan designs, process maps, rates, plan documents and other pertinent client information in SNS’s client database to maintain the integrity and accuracy of the system.
• Perform certificate and contract reviews, plan design analyses, and benchmarking.
• Participate in client claim audits, actively performing audit criteria and summarizing results. Contributes insights, analysis and recommendations.
• Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed.
• Establish strong relationship with assigned Account Executives, Senior Account Managers, clients and insurance carriers.
• Act as a point of reference for our clients regarding all aspects of their insurance plans. Evaluate client plan options, interpret data and market benchmarks, and develop recommendations for Account Executives and clients.
• Marshal the appropriate resources to resolve client issues. Exercise independent judgment in prioritizing client needs, resolving complex issues, and determining appropriate solutions.
• Attend client meetings as needed and serve as an additional source of consultation for the client.
• Demonstrate Group insurance expertise and superior level of knowledge when assisting clients with insurance plan questions and issue resolution.

Skills Required

• Bachelor’s degree required.
• Minimum 5 years’ experience in a similar role at a comparable level in Group Insurance.
• High level of knowledge about the benefits we service including short term disability, long term disability, leave programs, life insurance, AD&D, voluntary benefits, dental and vision.
• High level of technical knowledge in all components of contracts, plan design, claim processes, and vendor capabilities.
• Excellent interpersonal, verbal/written communication, and presentation skills required.
• Proficiency in Microsoft Office applications required.
• Self-directed with positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment.
• Must be detail-oriented, have highly developed organizational skills including the ability to prioritize, handle multiple projects simultaneously, and manage strict deadline and turnaround time requirements.
• Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity.
• Proactive/Action Oriented—the individual seeks out what needs to be done without being asked, anticipates team and client needs, acts ahead of deadlines, identifies and addresses gaps in processes, data, or deliverables, and takes ownership of next steps rather than waiting for direction.
• Must be actively licensed (Life, Accident, and Health License) or willing to obtain license in state of residence within the first 6 months of employment.

Preferred

• Experience with Salesforce.

We seek out and embrace diversity in our talent. Our business thrives on diversity of talent, experience, character, and inclusion.

Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation. We are committed to ensuring equal employment opportunities for all our teammates and applicants for employment. Our equal employment opportunity philosophy, in accordance with federal, state, and local law, applies to all aspects of employment with us including recruiting, hiring, training, transfer/promotion, compensation, benefits, and termination.

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”.