Senior Account Manager

Brown & Brown Insurance•Winnipeg, TX

1d•$100,000 - $120,000

About The Position

The Senior Account Manager supports Account Executives on an assigned book of business, executing client strategy deliverables in collaboration with the Account Management Team. The role monitors tasks and deliverables, responds to client inquiries, maintains project plans, and serves as the primary contact for day-to-day client issue resolution. The Senior Account Manager may assign specific tasks to Account Managers when needed.

Requirements

Bachelor’s degree.
At least 7 years of experience in a similar role at a comparable level in Group Insurance.
High level of knowledge of the benefits serviced, including short-term disability, long-term disability, leave programs, life insurance, AD&D, voluntary benefits, dental, and vision.
High level of technical knowledge of contracts, plan design, claims processes, and vendor capabilities.
Excellent interpersonal, verbal and written communication, and presentation skills.
Proficiency in Microsoft Office Suite applications.
Ability to work independently and collaboratively in a virtual working environment, with a self-directed and positive approach.
Detail-oriented, highly organized, and able to prioritize, manage multiple projects, and meet strict deadlines and turnaround times.
Ability to establish credibility at all organizational levels and with clients through confident, integrity-based communication and actions.
Active Life, Accident, and Health license, or willingness to obtain a license in the state of residence within the first 6 months of employment.

Nice To Haves

Experience with Salesforce.

Responsibilities

Establish strong relationships with clients and insurance carriers.
Serve as the primary client contact for all aspects of employee benefits insurance plans.
Coordinate appropriate resources to resolve client issues.
Attend client meetings and provide an additional source of consultation.
Apply group insurance expertise to assist clients with plan questions and issue resolution.
Develop Requests for Proposal (RFPs) and Requests for Information (RFIs), coordinate carrier proposals, prepare executive summaries, monitor timelines, and participate in implementation.
Maintain current and historical plan designs, process maps, rates, plan documents, and other client information in the SNS client database.
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.
Monitor tasks and deliverables, handle client inquiries, and maintain project plans.
Assign specific tasks to Account Managers when necessary.