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Senior Client Account Manager
Brown & Brown InsuranceClient Account Manager Sr. at Brown & Brown responsible for managing insurance accounts and enhancing client relationships.
About the role
Key responsibilities & impact- Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions
- Build courteous and successful relationships with clients, vendors and carriers to improve client retention
- Identify gaps in coverage and consult leadership or producer of options to advise the client
- Manage the renewal process for all assigned clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders
- Review internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements
- Assist in growing the assigned book of business through account rounding and referrals
- Document renewal, sales, and insurance operations compliance documents into the sales management database
- Perform other duties as assigned
Requirements
What you’ll need- Valid Insurance Producer license
- Knowledge of insurance coverages, contracts, and state regulations where business is conducted
- Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher
- Able to create, edit, and merge letters, spreadsheets, labels, etc.
- Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
- 5+ years’ experience in the insurance industry, or a related field
- College Degree in a business-related field (preferred)
Benefits
Comp & perks- 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
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance coveragespolicy processingclaims reportingpremium breakdownsrenewal marketingloss analysisaccount roundingcompliance documentationpolicy changescoverage comparisons
Soft Skills
client relationship managementcommunicationnegotiationproblem-solvingattention to detailorganizational skillscustomer serviceconsultationteam collaborationadaptability
Certifications
Insurance Producer license