Account Manager, Captives

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

Benefits offered by this job

Health Benefits

ESPP

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness

Paid Time Off

Holidays

Partner Discounts

Job summary

Brown & Brown is seeking an organized Account Manager to support the Revenue Team, serving as a key link between clients, brokers, and the company. The role involves managing new business and renewals, servicing needs, and maintaining thorough documentation while meeting deadlines and regulatory requirements.

Ideal candidates are detail-oriented, proactive, and capable of cross-selling services. Compensation ranges from $70,000 to $85,000 annually with comprehensive teammate benefits.

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 90 days; insurance designations preferred.
• Strong customer service and relationship management skills; excellent written and verbal communication.
• Proficient with CRM software, especially Salesforce; proficient in Microsoft Office.
• Analytical, detail-oriented, and able to multitask in a fast-paced environment.

Responsibilities

• Oversee new business and renewal process including applications, loss summaries, quotes, and proposals.
• Respond promptly to client and broker inquiries and collaborate with sales to drive new business.
• Coordinate policy coverage changes, endorsements, and billing; maintain accurate records.
• Review policies and related documentation for accuracy and compliance.
• Draft policies, declarations, notices, and endorsements using ISO and manuscript forms.
• Maintain relationships with service providers (auditors, actuaries, carriers, TPAs).
• Coordinate with claims department to obtain loss data and support claims needs.
• Stay informed on industry developments; apply AI tools where appropriate.

Skills

P&C insurance experience

Customer service

Communication skills

CRM proficiency

Sales collaboration

Multitasking & time management

Analytical thinking

Team collaboration

Education

Associate’s degree (relevant field)

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 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

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.

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.

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 all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

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”. 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.

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies ("Recruiting Vendors"). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown.

In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.

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