Client Executive

Brown & Brown, Inc.; Sandy Springs (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

ESP P & 401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Job summary

Brown & Brown, Inc. in Sandy Springs, GA seeks an account team leader to provide product leadership and build strong client relationships while understanding client risk exposures.

You will oversee day-to-day processes in the client's insurance program cycle, analyze loss exposures, determine coverage needs, interpret actuarial data, and lead strategic insurance program efforts with the client. You will also develop and maintain client relationships, assist in new business prospecting, and keep

Qualifications

• Required Bachelor's degree in Business and/or Risk Management.
• 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.

Responsibilities

• 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.
• Maintain appropriate state broker license.

Skills

Leadership

Client relationships

Time management

Critical thinking

Initiative

Teamwork

Interpersonal skills

Microsoft Office

PC proficiency

Education

Bachelor's degree in Business or Risk Management

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

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.
• Maintain appropriate state broker license.

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.
• Good listening skills.
• 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.

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.

Equal Opportunity Employer

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.