Account Manager

001 Brown & Brown, Inc; Town of Texas (WI); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loans

Tuition Reimbursement

Mental Health

PTO

Job summary

Brown & Brown, Inc is seeking an Account Manager to independently manage client service deliverables and contribute to client strategy within an insurance-focused book of business. You will collaborate with Senior Account Managers and Account Executives to execute strategy, maintain documentation, and handle inquiries.

The role requires extensive knowledge of group insurance products, strong communication skills, and the ability to work both independently and with teams in a virtual environment.

Qualifications

• Bachelor’s degree required.
• Minimum 5 years’ experience in a similar role in Group Insurance or equivalent.
• High level knowledge of benefits including short/long term disability, life insurance, AD&D, voluntary benefits, dental and vision.
• Strong interpersonal, verbal/written communication and presentation skills.
• Proficient in Microsoft Office; ability to work independently in a virtual environment.

Responsibilities

• Prepare RFPs/RFIs and coordinate carrier proposals.
• Maintain plan designs, rates, and client information in the database.
• Perform contract reviews, plan design analyses, and benchmarking.
• Participate in client claim audits and provide analysis and recommendations.
• Build relationships with Account Executives, Senior Account Managers, clients and carriers.
• Evaluate client plan options and develop recommendations for clients and AEs.
• Resolve client issues by coordinating resources and prioritizing tasks.
• Attend client meetings as needed and provide consultation.

Skills

Bachelor’s degree

5 years experience

Insurance knowledge

Communications

Salesforce

Microsoft Office

Independent worker

Education

Bachelor’s degree

Tools

Salesforce

Job description

About the Role:

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. 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:

include the following. Other duties may be assigned.

• 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 elevate 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.

Teammate Benefits & Total Well-Being

• 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 think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. 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.