Remote Insurance Account Strategist

Brown & Brown, Inc.; Austin (TX); Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, V

401k and financial benefits

Mental Health & Wellness programs

Paid Time Off and holidays

Job summary

Brown & Brown, Inc. in Austin seeks an Account Manager to independently manage client service deliverables and contribute to client strategy through analysis and execution tied to the executives'' book of business.

You will own internal documentation and respond to client inquiries, coordinating across Account Executives and Senior Account Managers. The role requires 5+ years in group insurance, strong communication, and MS Office proficiency; Life/Health license or willingness to obtain within

Qualifications

• Bachelor's degree required.
• Minimum 5 years' experience in a similar role at a comparable level in Group Insurance.
• High level of knowledge about benefits serviced (short/long disability, leave, life, AD&D, voluntary benefits, dental, vision).
• High level of technical knowledge in contracts, plan design, claims, and vendor capabilities.
• Excellent interpersonal, verbal/written communication, and presentation skills.
• Proficiency in Microsoft Office applications.
• Self-directed with ability to work independently and in a virtual environment.
• Detail-oriented with strong organizational skills and deadline management.
• Ability to establish credibility at all levels with clients through confident communications and integrity.
• Proactive and action-oriented, identifying and addressing gaps and taking ownership.

Responsibilities

• Prepare RFPs and RFIs, coordinating carrier proposals and executive summaries.
• Maintain current and historical plan designs, rates, and plan documents in client databases.
• Perform certificate reviews, plan design analyses, and benchmarking.
• Participate in client claim audits and provide insights and recommendations.
• Identify, assess, and resolve client issues and challenges as needed.
• Establish relationships with Account Executives, Senior Account Managers, clients, and carriers.
• Evaluate client plan options, interpret data/benchmarks, and develop recommendations for accounts.
• Marshal resources to resolve client issues and prioritize needs.
• Attend client meetings and serve as a consultation resource on insurance plans.
• Demonstrate insurance expertise and assist with plan questions and issue resolution.

Skills

Verbal communication

Written communication

Organizational skills

Attention to detail

Microsoft Office

Independent work

Salesforce knowledge

Education

Bachelor's degree

Tools

Salesforce

Job description

Brown & Brown, Inc. in Austin seeks an Account Manager to independently manage client service deliverables and contribute to client strategy through analysis and execution tied to the executives'' book of business.

You will own internal documentation and respond to client inquiries, coordinating across Account Executives and Senior Account Managers. The role requires 5+ years in group insurance, strong communication, and MS Office proficiency; Life/Health license or willingness to obtain within