Account Manager, Group Insurance Strategy & Delivery

Brown & Brown, Inc.; Town of King (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Brown & Brown, Inc. is seeking an Account Manager to independently manage client service deliverables and contribute to client strategy through analysis, recommendations, and execution closely aligned with Account Executives’ business.

You will collaborate with Senior and other Account Managers to deliver strategy, document client activities, and own tasks and deliverables while handling inquiries and maintaining project plans.

Qualifications

• Bachelor's degree required.
• Minimum 5 years’ experience in a similar role at a comparable level in Group Insurance.
• High knowledge of the benefits we service (short/long term disability, leave programs, life, AD&D, voluntary benefits, dental, vision).
• High technical knowledge in contracts, plan design, claim processes, and vendor capabilities.
• Excellent interpersonal, verbal/written communication, and presentation skills.
• Proficiency in Microsoft Office applications.
• Self-directed with positive drive and ability to work independently and in a virtual environment.
• Detail-oriented with strong organizational skills and ability to manage multiple projects.
• Ability to establish credibility at all levels and with clients.
• Proactive, takes ownership, anticipates needs and addresses gaps.
• Must be licensed (Life, Accident, and Health) or willing to obtain within 6 months.

Responsibilities

• Prepare RFPs and RFIs, coordinate carrier proposals and Executive Summaries.
• Maintain client data, plan designs, rates, and plan documents in the client database.
• Perform contract reviews, plan design analyses, and benchmarking.
• Participate in client claim audits and summarize results with insights and recommendations.
• Escalate issues and coordinate solutions with Account Executives and clients.
• Build strong relationships with Account Executives, Senior Account Managers, clients, and carriers.
• Advise clients on plan options, data interpretation, and market benchmarks.
• Coordinate resource allocation to resolve client issues and prioritize needs.
• Attend client meetings as needed and provide expert consultation on insurance plans.
• Demonstrate insurance expertise and assist with plan questions and issue resolution.

Skills

Communication

Organization

Self-motivation

Relationship management

MS Office

Salesforce

Licensing readiness

Education

Bachelor's degree

Tools

Salesforce

Job description

Brown & Brown, Inc. is seeking an Account Manager to independently manage client service deliverables and contribute to client strategy through analysis, recommendations, and execution closely aligned with Account Executives’ business.

You will collaborate with Senior and other Account Managers to deliver strategy, document client activities, and own tasks and deliverables while handling inquiries and maintaining project plans.