Client Account Manager Sr.

001 Brown & Brown, Inc; Bowling Green (KY); On-site; USD 60,000 - 90,000; Full time

Job summary

Brown & Brown, Inc seeks a Sr. Client Account Manager to service a diverse book of business in the Kentucky market, handling policy processing, renewals, client relationships, and coverage analyses to support growth.

This role can sit in Bowling Green, KY or Louisville, with Columbia, KY as the current focal area. You will manage day-to-day account activities, prepare renewal proposals, review forms, and ensure compliance while building strong client and carrier partnerships.

Qualifications

• Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including Word, Excel, Power Point, and Publisher.
• 5+ years’ experience in the insurance industry, or a related field.
• College Degree in a business-related field (preferred).

Responsibilities

• Responsible for day-to-day account management of an assigned book of business, including processing policies/endorsements, invoicing, issuance of certificates, claims reporting and follow up.
• Build courteous client relationships with clients, vendors, and carriers to improve retention.
• Manage renewal process, review pricing, prepare proposals, and negotiate renewals.
• Review compliance documents to ensure alignment with client expectations and legal requirements.

Skills

Insurance knowledge

Client relationship management

Policy processing

Renewals

Microsoft Office

Communication

Education

College Degree in a business-related field

Tools

Word

Excel

PowerPoint

Publisher

Job description

Why join us

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 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. ***This position can sit in our Bowling Green or Louisville office location***

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.

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". 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. 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. If you are an existing Brown & Brown teammate, please click here to apply to a job on our internal career site.