Account Manager, Captives

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

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown seeks an organized and highly motivated Account Manager to join our Revenue Team. This role serves as a critical link between clients, brokers and the company, providing exceptional service and support while handling new business and renewals, policy coordination, and thorough documentation to meet deadlines and compliance.

Ideal candidates are detail-oriented, thrive in a dynamic, client-focused, fast-paced environment, and are eager to contribute to our growth with sizeable

Qualifications

• Industry experience in captive and/or commercial Property/Casualty insurance.
• Associate’s degree minimum; equivalent professional experience will be considered.
• Active P&C insurance license or ability to obtain within 90 days.
• Insurance designations (CPCU/AU/ARM/ACI) preferred.
• Strong customer service and relationship management skills.
• Excellent written and verbal communication abilities.
• Proficiency in CRM software and MS Office; Salesforce a plus.

Responsibilities

• Oversee new business and renewal processes: applications, loss summaries, pricing indications, quotes and proposals.
• Respond promptly to client and broker inquiries.
• Collaborate with Sales to drive new business and retain revenue.
• Coordinate policy coverage changes and endorsements with brokers and clients.
• Review loss runs and summarize the claims portfolio.
• Maintain accurate, compliant client records and transactions.
• Draft policies and related documents using ISO and manuscript forms.
• Engage in client retention initiatives with senior leadership.
• Utilize Salesforce for data entry and task management.

Skills

Relationship building

Customer service

Communication

CRM software

Sales coordination

Team collaboration

Problem-solving

Education

Associate’s degree in relevant field

Tools

CRM software

Microsoft Office

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.

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 Responsibilities

• New Business and Renewal Process Management: Oversee all aspects of the new business and renewal process, including applications, developing 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, 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 Traits

• Industry 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 Annual

The 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.

Team‑mate 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.

Recruiting Vendor Disclosure Statement

Brown & 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 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”.