Insurance Account Manager: Strategy & Client Delivery

Brown & Brown; Florida; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Dental & Vision

Job summary

Brown & Brown is seeking an Account Manager to independently manage client service delivery, analyze client data, and contribute to strategy alongside Account Executives. The role requires maintaining all project plans and documentation while building strong relationships with clients and carriers.

The ideal candidate will have a bachelor’s degree, 5+ years in a similar group insurance role, and a current or pending life/health license.

Qualifications

• Bachelor's degree required.
• Minimum 5 years’ experience in a similar role in Group Insurance or related field.
• Active Life, Accident, and Health license or willingness to obtain within 6 months.
• Proficiency with Microsoft Office applications; strong data interpretation and reporting skills.

Responsibilities

• Prepare and coordinate proposals, information requests, and executive summaries.
• Maintain client documentation, plans, and contract details in the client database.
• Analyze plan designs, benchmarking, and market data to support client strategy.
• Attend client meetings and provide consultative input to account executives and clients.
• Manage multiple projects with strict deadlines and deliver high-quality results.

Skills

Client relationship management

Communication skills

Project coordination

Analytical thinking

Presentation skills

Detail oriented

Self-directed

Education

Bachelor's degree

Tools

Salesforce

Job description

Brown & Brown is seeking an Account Manager to independently manage client service delivery, analyze client data, and contribute to strategy alongside Account Executives. The role requires maintaining all project plans and documentation while building strong relationships with clients and carriers.

The ideal candidate will have a bachelor’s degree, 5+ years in a similar group insurance role, and a current or pending life/health license.