Brown & Brown Insurance

Account Manager, Healthcare

Brown & Brown Insurance

full-time

Posted on:

Location Type: Office

Location: Brentwood • Florida, Tennessee • 🇺🇸 United States

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Job Level

SeniorLead

About the role

  • Assist clients in understanding their policies/coverages and determining their needs.
  • Communicate with existing clients to ensure quality service is being delivered.
  • Responds to client requests and questions within ability/knowledge.
  • Gather and analyze exposure and loss information.
  • Assist in preparing proposals, graphs, and service plans for clients.
  • Support Account Executives/Senior Brokers in marketing, including preparing all necessary applications and data.
  • Manage daily transactions for an assigned book of business, e.g., audits, adjustments (retros, collateral, alternative funding, etc.), endorsement requests, coverage analysis, open items, etc.
  • Contract review as needed.
  • Support Account Executive/Senior Broker(s) with renewal process.
  • Establishing timeline.
  • Managing renewal strategy report preparation.
  • Gathering renewal exposures.
  • Reviewing carrier quotes for accuracy.
  • Managing client proposal preparation (participate in presentation as needed).
  • Managing post-binding process (insurance summary preparation, stack charts, coordination, critical service outputs, i.e., certificates of insurance, etc.).
  • Invoicing (renewal placements, brokerage fee, special projects, etc.).
  • Market certain lines of coverage as determined by the Account Executive/Senior Broker(s).
  • Maintain an appropriate level of confidentiality.
  • Follow company policies and procedures.
  • Pass state licensing exam and maintain licensing annually.
  • Other duties as assigned.

Requirements

  • Bachelor’s degree including but not limited to Business and/or Risk Management, and/or 8-10 years of related insurance experience.
  • Must have or be able to obtain the appropriate state brokers licenses.
  • Ability to establish work priorities and manage time effectively.
  • Ability to use initiative and good judgment in accomplishing tasks with minimal errors.
  • Must possess critical thinking skills.
  • Establish and maintain effective work relationships and to function in a team environment.
  • Excellent interpersonal and customer service skills.
  • Ability to lead/command client and/or market discussions.
  • Good listening skills.
  • Proficiency in use of personal computers, including data entry, word processing and spreadsheet applications.
  • Proficient with Microsoft PowerPoint, Word and Excel.
Benefits
  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Discretionary time off
  • Generous benefits package: health, dental, vision, etc.
  • Employee Stock Program
  • Education Assistance Program – tuition reimbursement, student loan repayment assistance, etc.
  • 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
  • Paid Time Off, Holidays, Preferred Partner Discounts and more.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisproposal preparationcontract reviewcoverage analysisinvoicingmarket analysisrenewal strategy managementclient service managementauditingrisk management
Soft skills
critical thinkingtime managementinitiativejudgmentinterpersonal skillscustomer serviceteamworkleadershiplistening skillsrelationship building
Certifications
state broker license