Account Manager

Job summary

The Account Manager independently manages client service deliverables, executes strategy, and maintains project plans for an assigned book of business. They are responsible for preparing RFPs, conducting plan design analyses, and serving as a primary point of contact for insurance-related inquiries.

Job details

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. About the Role: The Account Manager position independently manages assigned client service deliverables and contributes to client strategy through analysis, recommendations, and execution tied to Account Executives’ book of business and works collaboratively with Senior Account Managers and other Account Managers on assigned book of business to execute the strategy deliverables for the client. The position is responsible for internal client documentation, owning responsibility for tasks and deliverables, client inquiries and maintaining all project plans. Essential Duties and Functions: include the following. Other duties may be assigned. • 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 escalate 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 Required: • 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. Preferred: • Experience with Salesforce. We seek out and embrace diversity in our talent. Our business thrives on diversity of talent, experience, character, and inclusion. Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation. We are committed to ensuring equal employment opportunities for all our teammates and applicants for employment. Our equal employment opportunity philosophy, in accordance with federal, state, and local law, applies to all aspects of employment with us including recruiting, hiring, training, transfer/promotion, compensation, benefits, and termination. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. Recruiting Vendor Disclosure Statement Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

What you’ll do

The Account Manager independently manages client service deliverables, executes strategy, and maintains project plans for an assigned book of business. They are responsible for preparing RFPs, conducting plan design analyses, and serving as a primary point of contact for insurance-related inquiries.

Requirements

Candidates must hold a bachelor's degree and possess at least 5 years of experience in Group Insurance. Proficiency in Microsoft Office and the ability to obtain a Life, Accident, and Health license within six months are required.

Benefits

• Medical
• Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Mental Health Services
• Paid Time Off
• Holidays

Listed skills

• Problem solving · Preferred
• Account Management · Preferred
• Data analysis · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Salesforce · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Account Management
• Group Insurance
• RFP Preparation
• RFI Preparation
• Client Strategy
• Data Analysis
• Benchmarking
• Claim Audits
• Contract Review
• Salesforce
• Microsoft Office
• Communication
• Presentation Skills
• Organizational Skills
• Problem Solving
• Insurance Licensing
• Request For Information (RFI)
• Process Mapping
• Time Off Management
• Benefits Enrollment Processes
• Self-Discipline
• Advocacy
• Life Accident And Health Insurance License
• Auditing
• Mental Health
• Customer Service
• Preparing Executive Summaries
• Loans
• Presentations
• Request For Proposal
• Turnaround Time
• Writing
• Coordinating
• Prioritization
• Detail Oriented

Job areas

• Customer Service & Support
• Finance & Accounting
• Management & Leadership
• Consulting
• Account Manager
• Client Relationship Manager
• Commercial Sales Representatives
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products