Client Account Manager

001 Brown & Brown, Inc; Texas; Hybride; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Holidays

Discounts

Résumé du poste

Brown & Brown, Inc. in Grapevine, TX is seeking an Account Service Manager to serve as the primary client contact for assigned accounts, guiding onboarding and ongoing service with a focus on accuracy and client satisfaction.

You will collaborate with management, sales, and implementation teams to ensure enrollment and billing processes run smoothly, while maintaining strict HIPAA and corporate policy compliance.

Qualifications

• 3–5 years of relevant work experience in client-facing or service roles.
• Experience with Microsoft Visio, Project and Excel.
• BA or BS degree desirable.
• Background in insurance industry or account service management preferred.

Responsabilités

• Serve as primary client contact for designated accounts and ensure excellent client experiences.
• Coordinate onboarding and implementation processes and maintain documentation.
• Support enrollment and waiver processes and address escalations quickly and professionally.
• Analyze processes for continuous improvement and coordinate cross-functional communication.

Connaissances

Customer service

Account management

Project management

Communication

Multitasking

Team collaboration

Formation

BA or BS Degree desirable

Outils

Microsoft Visio

Microsoft Project

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Microsoft Word

Description du poste

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. This role serves as the primary client facing contact point for assigned accounts and represents a source of subject matter expertise, guidance, and accountability for providing an outstanding client and customer experience. This role will be a hybrid schedule with our Grapevine TX office.

How You Will Contribute:

Work with management, account executive, and Onboarding/Implementation teams to obtain all necessary requirements and process documentation to ensure service procedures for assigned accounts are in place, training and awareness of all support service teams is sustained to meet or exceed client and member service goals; focus on enrollments and waiver processes. Work closely with other internal functional areas while adhering to change control processes to accurately ensure each department has the information needed to service AHP’s schools in a consistent and reliable manner. Analyze and verify requirements for completeness, consistency, comprehensibility, feasibility, and conformity to standards. Research, review, and analyze the effectiveness and efficiency of existing processes and solutions to initiate continuous quality improvement initiatives. Develop, maintain, and routinely communicate continuous improvement plans and status by account as well as progress against personal and department goals. Coordinate orientations for clients as needed. Resolve enrollment escalations utilizing internal tools and systems. Serve as client point of contact for all claims and ledger billing inquiries. Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies. Maintain complete confidentiality of company business. Maintain communication with management regarding development within areas of assigned responsibilities and perform special projects as required or requested. Facilitate large client and internal meetings as required.

Skills & Experience to be Successful:

Strong background in customer service with an emphasis on resolving problems and issues. Ability to multi-task, meet deadlines, work independently and in a team environment. Previous experience working as an Account Service Manager or similar role in the insurance industry preferred. Highly proficient in driving business process improvement, training methods, team or department planning, process diagrams, action plan management, and policy and procedure development. Background in a project management or business analysis role preferred. PC proficiency to include PowerPoint, Project, Visio and Outlook. Advanced knowledge and skills of Word and Excel. Experienced in managing multiple accounts with an emphasis on proactive client communication.

LICENSES AND CERTIFICATIONS:

Solid 3 - 5 years of relevant work experience (supporting relationship managers, sales or working in a service oriented operational middle office or client facing support function) Experience with Microsoft Visio, Project and Excel BA or BS Degree is desirable

Teammate 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.

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. 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.