Strategic Client Advisor - Group Insurance

Brown & Brown; Iowa; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Benefits

401k plan

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Iowa is seeking an Account Manager to independently manage client service deliverables, analyze data, and contribute to client strategy alongside Account Executives and Senior Account Managers. You will own documentation, manage tasks, and respond to client inquiries while collaborating across the book of business.

The role requires a bachelor’s degree, at least 5 years in group insurance, and strong knowledge of benefits and plan design.

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 the benefits we service including short term disability, long term disability, leave programs, life insurance, AD&D, voluntary benefits, dental and vision.
• High level of technical knowledge in all components of contracts, plan design, claim processes, and vendor capabilities.
• Excellent interpersonal, verbal/written communication, and presentation skills required.
• Proficiency in Microsoft Office applications required.
• Self-directed with positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment.
• Must be detail-oriented, have highly developed organizational skills including the ability to prioritize, handle multiple projects simultaneously, and manage strict deadline and turnaround time requirements.
• Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity.
• Proactive/Action Oriented—the individual seeks out what needs to be done without being asked, anticipates team and client needs, acts ahead of deadlines, identifies and addresses gaps in processes, data, or deliverables, and takes ownership of next steps rather than waiting for direction.
• Must be actively licensed (Life, Accident, and Health License) or willing to obtain license in state of residence within the first 6 months of employment.

Responsibilities

• Prepare Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive Summaries, timeline monitoring and participation in the implementation process.
• Oversee the maintenance of current and historical plan designs, process maps, rates, plan documents and other pertinent client information in SNS’s client database to maintain the integrity and accuracy of the system.
• Perform certificate and contract reviews, plan design analyses, and benchmarking
• Participate in client claim audits, actively performing audit criteria and summarizing results. Contributes insights, analysis and recommendations.
• Identify, assess, resolve, and/or escalation issues, concerns or challenges as needed.
• Establish strong relationship with assigned Account Executives, Senior Account Managers, clients and insurance carriers.
• Act as a point of reference for our clients regarding all aspects of their insurance plans. Evaluate client plan options, interpret data and market benchmarks, and develop recommendations for Account Executives and clients
• Marshal the appropriate resources to resolve client issues. Exercise independent judgment in prioritizing client needs, resolving complex issues, and determining appropriate solutions
• Attend client meetings as needed and serve as an additional source of consultation for the client.
• Demonstrate Group insurance expertise and superior level of knowledge when assisting clients with insurance plan questions and issue resolution.

Skills

Communication skills

Presentation skills

Microsoft Office proficiency

Client relationship management

Education

Bachelor’s degree

Tools

Salesforce

Job description

Brown & Brown in Iowa is seeking an Account Manager to independently manage client service deliverables, analyze data, and contribute to client strategy alongside Account Executives and Senior Account Managers. You will own documentation, manage tasks, and respond to client inquiries while collaborating across the book of business.

The role requires a bachelor’s degree, at least 5 years in group insurance, and strong knowledge of benefits and plan design.