Senior Account Manager, Tailored Solutions Model

Job not on LinkedIn

October 17

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Logo of Brown & Brown Insurance

Brown & Brown Insurance

Finance • Insurance

Brown & Brown Insurance is one of the largest independent insurance brokerages globally, providing a comprehensive range of risk management solutions. Established in 1939, the company offers personal and business insurance, employee benefits, and various national programs. Brown & Brown is committed to diversity, inclusion, and belonging, fostering a culture that values talent and experience. With over 500 locations, the company is well-positioned to meet the diverse needs of its clientele and is listed on the New York Stock Exchange under the ticker BRO. The firm's strategic focus on mergers and acquisitions highlights its disciplined growth strategy.

10,000+ employees

Founded 1939

💸 Finance

📋 Description

• Supports Account Executives on an assigned book of business to execute strategy deliverables for the client. • Responsible for monitoring all tasks and deliverables, fielding client inquiries and maintaining project plans. • Primary contact for our clients in managing day-to-day issue resolution. • Establish strong relationship with clients and insurance carriers. • Acts as the primary contact for clients regarding all aspects of their employee benefits insurance plans. • Marshal the appropriate resources to resolve client issues. • Attend client meetings and serve as an additional source of consultation for the client. • Demonstrated Group insurance expertise and superior level of knowledge when assisting them with insurance plan questions and issue resolution. • Owns the development of 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 client database to maintain the integrity and accuracy of the system. • Perform certificate and contract reviews and plan design analyses. • Attend and participate in claim audits. • Identify, assess, resolve, and/or escalate issues, concerns or challenges as needed.

🎯 Requirements

• Bachelor’s degree required. • Minimum 7 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 are required. • Proficiency in Microsoft Office applications required; • Self-directed with a positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment. • Must be detail-oriented and 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. • Must be actively licensed (Life, Accident, and Health License) or willing to obtain a license in the state of residence within the first 12 months of employment. • Preferred: Experience with Salesforce.

🏖️ Benefits

• 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.

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