Account Manager – Captives

Job not on LinkedIn

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $70k - $85k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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Brown & Brown Insurance

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1939

💸 Finance

🛡️ 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.

📋 Description

• Oversee all aspects of the new business and renewal process, including applications, developing loss summaries, pricing indications, quotes, and proposals • Respond promptly and courteously to client and broker/producer inquiries • Collaborate with the Sales Team to drive new business and retain renewal revenue • Coordinate with brokers and clients on policy coverage, changes, and exclusions • Review and analyze Loss Runs from various carriers to summarize an insured’s claims portfolio • Review policies and related documentation for accuracy and adherence to quality standards • Assist clients and brokers with coverage changes, binders, and endorsements, including reviewing needs and cross-selling appropriate services • Develop and implement ongoing client retention initiatives with teams led by the Chief Revenue Officer • Maintain accurate and compliant client records, including documentation, communications, and transactions • Renew policies, verify renewal accuracy, ensure renewals are processed and billed correctly, facilitate corrections, and deliver proposals when needed • Stay informed about industry developments, new products, legislation, coverages, and technology • Utilize Salesforce for input, documentation, and technical tasks supporting client service and compliance • Provide clear answers to clients and brokers • Initiate drafting of policy forms, declarations, notices, and endorsements using ISO and manuscript forms • Prepare and review policies, reinsurance and service contracts, feasibility analysis charts, loss runs, annual meeting documents, financial statements, and billing inputs • Maintain relationships with independent auditors, actuaries, attorneys, TPAs, carriers/reinsurers, reinsurance brokers, and fronting carriers • Coordinate with the claims department to obtain loss data as needed

🎯 Requirements

• At least 3 years’ experience in captive and/or commercial Property/Casualty insurance required • Minimum of an Associate’s degree in a relevant field; equivalent professional experience will also be considered • Active P&C insurance license or the ability to obtain one within the initial 90 days of employment • Insurance designations strongly preferred, including but not limited to CPCU, AU, ARM, ACI, etc. • Exceptional customer service and relationship management skills • Excellent written and verbal communication abilities • Proficiency in CRM software, particularly the Microsoft Office Suite (Word, Excel, PowerPoint, Teams) • Experience with Salesforce is a plus • Strong analytical and problem-solving skills, with keen attention to detail • Ability to multitask and prioritize in a fast-paced environment • Demonstrated ability to work collaboratively with team members and other departments • Working proficiency in the acceptable usage and application of various AI tools

🏖️ Benefits

• Medical/Rx • Dental • Vision • Life Insurance • Disability Insurance • ESPP • 401k • Student Loan Assistance • Tuition Reimbursement • Free Mental Health & Enhanced Advocacy Services • Paid Time Off • Holidays • Preferred Partner Discounts