Strategic Insurance Account Manager

Brown & Brown; Texas; On-site; USD 70,000 - 100,000; Full time

Job summary

Brown & Brown seeks an Account Manager in Texas 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 coordinate RFPs/RFIs, maintain plan designs and documentation, perform plan design analyses, support audits, and build strong relationships with clients and insurance carriers while leveraging Salesforce.

Qualifications

• Bachelor’s degree required.
• Minimum 5 years’ experience in a similar role in Group Insurance.
• Extensive knowledge of benefits including STI/LTD, life, accidental death & disbursement.
• Proficient in Microsoft Office applications.
• Active life/health license or ability to obtain licenses within 6 months.

Responsibilities

• Prepare RFPs and RFIs, coordinate carrier proposals and executive summaries.
• Oversee maintenance of plan designs, rates, documents and client data.
• Review certificates and contracts, perform plan analyses and benchmarking.
• Assist in client claim audits and summarize results with insights.
• Build strong relationships with Account Executives, clients and carriers.
• Attend client meetings and provide consultation on plan options.

Skills

Bachelor's degree

5 years experience

Licensed Life Accident Health

Salesforce experience

Excellent communication

Education

Bachelor's degree in related field

Tools

Salesforce

Microsoft Office

Job description

Brown & Brown seeks an Account Manager in Texas 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 coordinate RFPs/RFIs, maintain plan designs and documentation, perform plan design analyses, support audits, and build strong relationships with clients and insurance carriers while leveraging Salesforce.