Client Account Manager Sr.

Brown & Brown, Inc.; Bowling Green (KY); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Tuition Reimbursement

Job summary

Brown & Brown, Inc. is seeking a Client Account Manager Sr. to manage and service a book of business in Bowling Green, KY. Responsibilities include policy processing, client relationship management, and overseeing the renewal process. Ideal candidates will have over 5 years of insurance industry experience, a valid Insurance Producer license, and strong knowledge of insurance coverages. The role offers hybrid working with a focus on teammate well-being through comprehensive benefits including health, financial, and mental wellness support.

Qualifications

• 5+ years’ experience in the insurance industry or a related field.
• Valid Insurance Producer license required.

Responsibilities

• Manage accounts by processing policies and renewals.
• Build relationships with clients to improve retention.
• Review compliance and client disclosure requirements.

Skills

Knowledge of insurance coverages

Proficient in Microsoft Word

Proficient in Microsoft Excel

Proficient use of office equipment

Client relationship management

Education

College Degree in a business-related field

Job description

Client Account Manager Sr. page is loaded## Client Account Manager Sr.remote type: Hybrid Workinglocations: Bowling Green, KY, USAtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000001795Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.**Brown & Brown**is seeking **Client Account Manager Sr.** to join our growing team in **Columbia, KY**!The Client Account Manager Sr. is responsible for managing and servicing a book of business by handling policy processing, renewals, client relationships, coverage analysis, compliance documentation, and identifying opportunities to enhance coverage and support account growth.**How You Will Contribute:*** Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.* Build courteous and successful relationships with clients, vendors and carriers to improve client retention.* Identify gaps in coverage and consult leadership or producer of options to advise the client.* Manage the renewal process for all assigned clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.* Review internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.* Assist in growing the assigned book of business through account rounding and referrals.* Document renewal, sales, and insurance operations compliance documents into the sales management database.* Perform other duties as assigned**Licenses & Certifications:*** Valid Insurance Producer license.**Skills & Experience to be Successful:*** Knowledge of insurance coverages, contracts, and state regulations where business is conducted.* Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.* Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)* 5+ years’ experience in the insurance industry, or a related field.* College Degree in a business-related field (preferred)**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.***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”.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.