Account Manager, Captives

Brown & Brown; United States; Remote; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health benefits (Medical/Dental/Vision

401k

Student Loan Assistance

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in the United States is seeking an organized Account Manager to join our Revenue Team. This role serves as a critical link between clients, brokers, and the company, handling new business and renewals while delivering exceptional service.

The successful candidate will manage end-to-end processes, maintain compliant records, and collaborate with sales to grow revenue. Proficiency in CRM (Salesforce) and strong communication skills are essential.

Qualifications

• At least 3 years’ experience in captive and/or commercial Property/Casualty insurance.
• Associate’s degree in a relevant field; equivalent professional experience considered.
• Active P&C license or ability to obtain within initial 90 days of employment.
• CPCU, AU, ARM, ACI designations or similar are preferred.
• Exceptional customer service and relationship management skills.
• Excellent written and verbal communication abilities.
• Proficiency in CRM software, particularly Microsoft Office; Salesforce experience a plus.
• Strong analytical and problem-solving skills.
• Multitask and prioritize in a fast-paced environment.
• Demonstrated ability to work collaboratively with team members and other departments.

Responsibilities

• New Business and Renewal Process Management: Oversee all aspects of the new business and renewal process, including applications, loss summaries, pricing indications, quotes, and proposals.
• Client and Broker Inquiries: Respond promptly and courteously to all client and broker/producer inquiries.
• Sales Collaboration: Collaborate with the Sales Team to drive new business and retain renewal revenue.
• Policy Coordination: Coordinate with brokers and clients on policy coverage, changes, and exclusions.
• Loss Analysis: Review and analyze Loss Runs from various carriers to succinctly summarize the claims portfolio of an insured.
• Policy Review: Review policies and all related documentation for accuracy and adherence to quality standards.
• Client Assistance: Assist clients and brokers with coverage changes, binders, and endorsements, cross-selling appropriate services.
• Client Retention Initiatives: Develop and implement ongoing client retention initiatives with the CRO’s teams.
• Record Maintenance: Maintain accurate, compliant client records, including communications and transactions.
• Policy Renewal and Billing: Renew policies, verify renewals, ensure billing accuracy, and deliver proposals as needed.
• Industry Knowledge: Stay informed about industry developments, new products, legislation, coverages, and tech to improve knowledge and performance.
• Salesforce Proficiency: Utilize Salesforce for input, documentation, and performing tasks to expedite client service and compliance.
• Client Communication: Provide clear answers to clients and brokers.
• Policy Drafting: Draft policies, declarations, notices, and endorsements using ISO and manuscript forms.
• Documentation Preparation and Review: Prepare documentation including policies, reinsurance, loss runs, and billing inputs.
• Service Provider Relationships: Maintain relationships with auditors, actuaries, attorneys, TPAs, carriers/reinsurers, etc.
• Claims Coordination: Coordinate with claims to obtain loss data when needed.
• AI Tools: Demonstrate working proficiency in acceptable usage of AI tools.

Skills

Relationship management

Customer service

Communication

Multitasking

Analytical thinking

Team collaboration

Problem-solving

Attention to detail

Client service

Sales collaboration

Education

Associate degree

Active P&C license or ability to obtain within 90 days

CPCU/AU/ARM/ACI designations or similar preferred

Tools

Salesforce

Microsoft Office Suite

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.Oxford is seeking an organized and highly motivated Account Manager to join our growing Revenue Team. This key contributor will serve as a critical link between clients, brokers, and the company, providing exceptional service and support, while reporting to one of our Senior Account Executives. The position requires a proactive approach to client and broker management, handling both new business and renewal policies and servicing needs, and maintaining comprehensive documentation while adhering to important deadlines and regulatory compliance. Ideal candidates are detail-oriented, thrive in a dynamic, client-focused, fast-paced environment, and excel in providing personalized service. We are looking for a motivated individual who is eager to contribute to our company's growth with exciting opportunities and sizeable premiums.Job ResponsibilitiesNew Business and Renewal Process Management: Oversee all aspects of the new business and renewal process, including applications, developing loss summaries, pricing indications, quotes, and proposalsClient and Broker Inquiries: Respond promptly and courteously to all client and broker/producer inquiries.Sales Collaboration: Collaborate with the Sales Team to drive new business and retain renewal revenue.Policy Coordination: Coordinate with brokers and clients on policy coverage, changes, and exclusions.Loss Analysis: Review and analyze Loss Runs from various carriers to succinctly summarize the claims portfolio of an insured.Policy Review: Review policies and all related documentation for accuracy and adherence to quality standards.Client Assistance: Assist clients and brokers with coverage changes, binders, and endorsements, using each contact as an opportunity to review needs and cross-sell appropriate services.Client Retention Initiatives: Work with the teams lead by the Chief Revenue Officer to develop and implement ongoing client retention initiatives.Record Maintenance: Maintain accurate and compliant client records, including documentation, communications, and transactions.Policy Renewal and Billing: Renew policies following agency standards, verify each renewal’s accuracy, and ensure all renewals are processed and billed correctly. Facilitate corrections as necessary and deliver proposals when needed.Industry Knowledge: Stay informed about industry developments, new products, legislation, coverages, and technology to continuously improve knowledge and performance.Salesforce Proficiency: Utilize the Salesforce platform for input, documentation, and performing technical tasks to expedite client service and maintain standards of compliance.Client Communication: Provide clear answers to clients and/or Brokers for questions received.Policy Drafting: Initiate the drafting of policies forms, declarations, notices and endorsements using both ISO and manuscript forms.Documentation Preparation and Review: Prepare and review related documentation, including policies, reinsurance and service contracts, feasibility analysis charts, loss runs, annual meeting documents, financial statements, and billing inputs.Service Provider Relationships: Maintain relationships with various service providers, including independent auditors, actuaries, attorneys, TPAs, carriers/reinsurers, reinsurance brokers, and fronting carriers.Claims Coordination: Coordinate with the claims department to obtain loss data as needed.Artificial Intelligence: Have working proficiency in the acceptable usage and application of various AI tools.Qualifications and TraitsIndustry Experience: At least 3 years’ experience in captive and/or commercial Property/Casualty insurance required.Educational Background: Minimum of an Associate’s degree in a relevant field; equivalent professional experience will also be considered.Licensing: Active P&C insurance license or the ability to obtain one within the initial 90 days of employment.Insurance Designations: strongly preferred, including but not limited to CPCU, AU, ARM, ACI, etc.Customer Service Skills: Exceptional customer service and relationship management skills.Communication Skills: Excellent written and verbal communication abilities.Technology Proficiency: Proficiency in CRM software, particularly the Microsoft Office Suite (Word, Excel, PowerPoint, Teams). Experience with Salesforce is a plus.Analytical and Problem-Solving Skills: Strong analytical and problem-solving skills, with keen attention to detail.Multitasking Ability: Ability to multitask and prioritize in a fast-paced environment.Team Collaboration: Demonstrated ability to work collaboratively with team members and other departments.Pay Range$70,000 - $85,000 AnnualThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.Teammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy ServicesBeyond 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.Recruiting Vendor Disclosure StatementBrown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (\"Recruiting Vendors\"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.The Power To Be YourselfAs 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”.