Employee Benefits Client Account Manager Sr.

Brown & Brown; Conshohocken (Montgomery County); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Account Manager to enhance client relationships and deliver exceptional service in Conshohocken. This role involves managing a dedicated book of business, collaborating with internal teams, and ensuring compliance with insurance operations. The ideal candidate will possess strong knowledge of employee benefits and insurance coverages, alongside excellent problem-solving skills. Join a company that values meritocracy and offers a supportive environment focused on the well-being of its teammates. If you are ready to make a significant impact and grow your career, this opportunity is for you.

Benefits

Medical/Rx Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k Plan

Tuition Reimbursement

Paid Time Off

Preferred Partner Discounts

Free Mental Health Services

Qualifications

• 4+ years in insurance or related field; 1+ years managing a book of business.
• Insurance Producer license required within 60 days of hire.

Responsibilities

• Manage client relationships and provide exceptional customer service.
• Evaluate proposals and prepare marketing documents as needed.
• Lead client implementation processes for new coverages.

Skills

Knowledge of employee benefit insurance coverages

Proficient in Microsoft Office Suite

Office equipment proficiency

Client relationship management

Problem-solving skills

Education

College Degree in a business-related field

Tools

Agency management database

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.

Brown & Brown is seeking a Senior Account Manager to join our growing team in Conshohocken, PA .

The Senior Account Manager retains clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service, achieve client satisfaction, and support new business opportunities.

How You Will Contribute:

1. Manage the renewal marketing process for dedicated book of business through partnerships with carriers and general agents.
2. Document renewal, sales, and insurance operations compliance documents into the agency management database.
3. Establish, cultivate and manage customer relations with clients and prospective decision-makers, as well as professional relationships with carrier partners, and internal resources throughout the organization.
4. Evaluate all proposals and prepare marketing documents and any Request for Proposals (“RFP”), as needed.
5. Lead the implementation process for any clients that choose to transition carriers, implement new coverages, and/or implement plan design or funding changes.
6. Provide excellent customer service to the clients through the analysis of researching trending issues and proposing solutions.
7. Manage resolution of client issues as well as escalated employee enrollment and claims issues.
8. Provide documentation and guidance to clients regarding employee benefit topics including but not limited to healthcare, disability, life programs, voluntary, and Federal and State Mandates.
9. Understand health and benefits products, services, and tools in order to educate clients of what is available through their existing program(s).
10. Assist in the review of internal compliance and client disclosure requirements, summary plan documents (SPD's) and employee communications to ensure alignment with client expectations and legal requirements.

Licenses and Certifications:

• Insurance Producer license in good standing (Life, Health and Accident, and other authorities in states needed to service the assigned book of business). Required within 60 days of hire.

Skills & Experience to Be Successful:

• Knowledge of employee benefit insurance coverages and contracts.
• 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 of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• 4+ years’ experience in the insurance industry, human resources or a related field; 1+ years’ experience managing a book of business.
• 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”.