Sr. Employee Benefits Account Manager

Bridge Specialty Group•Houston, TX

About The Position

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Sr. Emplo yee Benefits Account Manager to join our growing team in Houston, TX! The Sr. Employee Benefits Account Manager is responsible for managing client retention and relationships, ensuring smooth execution of renewal workflows, and maintaining accurate client records throughout the account lifecycle. This role involves strategic collaboration, pro viding tailored insurance recommendations, overseeing invoicing and premium collection, and ensuring exceptional client communication and service at all stages. How You Will Contribute: Accountable and responsible for retention and client relationship management of his/her book of clients. Follows agency pro cedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparation of submissions, identification of markets, following up for and comparing quotes, preparing pro posals, presentation and post binding activity and documentation. Participates in strategic internal and external meetings to generate innovative solutions for clients. Participates in pre-renewal, renewal, stewardship, and claims review meetings with clients as necessary. Responsible for maintaining accuracy of client files, and consistent documentation. Identifies internal resources and utilizes them to effectively bring value to client. Maintains excellent communication with team , internal and external clients at all stages of account cycle. Pro vides sound recommendations and guidance to clients on insurance pro grams. Strict adherence to pro cedures and deadlines; communicates the same needs to team . Invoicing and collection of premiums in a timely manner in accordance with agency pro cedures. Pro mpt response to all client requests including expedited requests for policy documentation, such as certificates and ID cards

Requirements

5+ years minimum experience in insurance, including experience in an independent agency setting handling and servicing middle market or large accounts
High School Diploma or GED
Bachelor’s degree in risk management or similar field
Familiar with TAM or AMS 360 (agency management systems) or insurer websites
Pro f essional Designation (CISR, CIC, ARM, etc.)

Responsibilities

Accountable and responsible for retention and client relationship management of his/her book of clients.
Follows agency pro cedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparation of submissions, identification of markets, following up for and comparing quotes, preparing pro posals, presentation and post binding activity and documentation.
Participates in strategic internal and external meetings to generate innovative solutions for clients.
Participates in pre-renewal, renewal, stewardship, and claims review meetings with clients as necessary.
Responsible for maintaining accuracy of client files, and consistent documentation.
Identifies internal resources and utilizes them to effectively bring value to client.
Maintains excellent communication with team , internal and external clients at all stages of account cycle.
Pro vides sound recommendations and guidance to clients on insurance pro grams.
Strict adherence to pro cedures and deadlines; communicates the same needs to team .
Invoicing and collection of premiums in a timely manner in accordance with agency pro cedures.
Pro mpt response to all client requests including expedited requests for policy documentation, such as certificates and ID cards