Client Executive

Brown & Brown Insurance; Sandy Springs (GA); On-site; USD 90,000 - 140,000; Full time

Job summary

Brown & Brown Insurance in Sandy Springs, GA seeks an experienced insurance professional to provide account team product leadership and develop strong client relationships while understanding client risk exposures.

The role focuses on overseeing the insurance program cycle, analyzing loss exposures, guiding program structure with actuarial input, and generating proposals for new and renewal business, while maintaining confidentiality and adhering to company policies.

Qualifications

• Bachelor's degree in Business/Risk Management or related field.
• State broker licenses required or ability to obtain.
• Strong time management and prioritization skills.
• Excellent interpersonal and customer service skills.
• Ability to lead client and market discussions.

Responsibilities

• Oversee day-to-day processes in all aspects of the client's insurance program cycle.
• Analyze client’s loss exposures and determine coverage needs.
• Interpret and utilize clients' actuarial data to benefit the insurance program structure.
• Lead strategic insurance program efforts in conjunction with the client.
• Develop and maintain relationships with clients and assist in new business prospecting.
• Keep current on marketplace changes and inform clients as necessary.
• Generate documents and produce correspondence, including insurance summaries, schedules, and proposals for new and renewal business.
• Ensure proper utilization of product group resources to benefit the client (actuarial, claims, loss control, etc.)
• Attend required training sessions, courses, etc., to develop and maintain up-to-date skills and product knowledge.

Skills

Bachelor's degree

Broker license

Time management

Critical thinking

Teamwork

Customer service

Client discussions

MS Office

Education

Bachelor's degree in Business or Risk Management

Tools

Microsoft Office

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.

Summary

Provide account team product leadership. Develop strong relationships with clients and a solid understanding of client risk exposures

Essential Duties and Functions

include the following. Other duties may be assigned.

• Oversee day-to-day processes in all aspects of client's insurance program cycle.
• Analyze client’s loss exposures and determine coverage needs.
• Interpret and utilize clients' actuarial to benefit the insurance program structure.
• Lead strategic insurance program efforts in conjunction with the client.
• Develop and maintain relationships with clients and assist in new business prospecting.
• Keep current on marketplace changes and inform clients as necessary.
• Generate documents and produce correspondence, including insurance summaries, schedules, and proposals for new and renewal business.
• Ensure proper utilization of product group resources to benefit the client (actuarial, claims, loss control, etc.)
• Attend required training sessions, courses, etc., to develop and maintain up-to-date skills and product knowledge.
• Maintain an appropriate level of confidentiality regarding the information processed.
• Follow all company policies and procedures.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required

• Bachelor’s degree including but not limited to Business and/or Risk Management and/or 8-10 years of related insurance experience.
• Must have or be able to obtain the appropriate state broker licenses.
• Ability to establish work priorities and manage time effectively.
• Ability to use initiative and sound judgment in accomplishing tasks with minimal errors/Must possess critical thinking skills.
• Establish and maintain effective work relationships and function in a team environment.
• Excellent interpersonal and customer service skills.
• Ability to lead/command client and/or market discussions.
• Proficiency in using personal computers, including data entry, word processing, and spreadsheet applications. Proficient with the suite of Microsoft Office programs.

Additional Requirements

• Leadership responsibility may be required
• Travel Required

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.

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”.

Brown & Brown Insurance

Our culture is built on integrity, discipline, innovation, and superior capabilities.

Brown & Brown Insurance is a leading independent insurance brokerage offering diverse risk management solutions and insurance products to businesses and individuals nationwide.

Insurance Agencies and Brokerages Insurance Financial Services

Company size 1,001–5,000 employees

Company type Partnership Founded 1939

Momentum

Team growth

Momentum

0% in 12 mo

5 employees on LinkedIn

Feb 23 Jan 26

Footprint

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Company Brown & Brown Insurance

Location Sandy Springs, Georgia, United States