Account Manager

Brown & Brown Insurance•Winnipeg, TX

8d•Hybrid

About The Position

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.

Requirements

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.

Nice To Haves

Experience with Salesforce.

Responsibilities

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.