Strategic Group Insurance Account Manager

Brown & Brown, Inc.; Clayton (NC); On-site; USD 70,000 - 100,000; Full time

Job summary

Brown & Brown, Inc. is seeking an Account Manager to independently manage client service deliverables and contribute to client strategy through analysis, recommendations, and execution tied to the Account Executives’ book of business.

You will collaborate with Senior Account Managers to execute strategy deliverables and maintain project plans. The role requires a Bachelor’s degree and at least 5 years in a similar group insurance role, along with strong benefits knowledge and excellent

Qualifications

• Bachelor’s degree required.
• Minimum 5 years’ experience in a similar role in Group Insurance.
• Extensive knowledge of benefits including STD, LTD, life, AD&D, dental and vision.
• Strong technical knowledge of contracts, plan design, claims, and vendor capabilities.
• Excellent interpersonal, verbal and written communication, and presentation skills.
• Proficiency in Microsoft Office.
• Self-directed with ability to work independently in a virtual environment.
• Detail-oriented with strong organizational and multitasking skills.
• Ability to build credibility with clients at all levels.
• Proactive and action-oriented; anticipates needs and takes ownership.
• Active Life, Accident, and Health license required or in progress (within 6 months).

Responsibilities

• Prepare RFPs and RFIs, coordinating carrier proposals, executive summaries, timelines, and implementation.
• Maintain current/historical plan designs, rates, and client data in SNS database for accuracy.
• Perform certificate and contract reviews, plan design analyses, and benchmarking.
• Participate in client claim audits and summarize results with insights and recommendations.
• Identify, assess, resolve, and escalate issues; collaborate with Account Executives and clients.
• Establish strong relationships with Account Executives, seniors, clients, and carriers.
• Advise on plan options, data interpretation, and market benchmarks to clients.
• Marshal resources to resolve client issues and prioritize needs with independent judgment.
• Attend client meetings as needed as a consultative resource on insurance plans.
• Demonstrate group insurance expertise and assist with plan questions and resolution.

Skills

Interpersonal skills

Verbal communication

Written communication

Presentation skills

Microsoft Office

Independent with virtual work

Detail-oriented

Organizational skills

Client relationship building

Proactive

Insurance licensing

Education

Bachelor’s degree

Tools

Salesforce

Job description

Brown & Brown, Inc. is seeking an Account Manager to independently manage client service deliverables and contribute to client strategy through analysis, recommendations, and execution tied to the Account Executives’ book of business.

You will collaborate with Senior Account Managers to execute strategy deliverables and maintain project plans. The role requires a Bachelor’s degree and at least 5 years in a similar group insurance role, along with strong benefits knowledge and excellent