Brown & Brown Insurance

Account Executive

Brown & Brown Insurance

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

SeniorLead

About the role

  • Retain existing clients on entire Book of Business (BOB). Coverage lines include Group Life, Disability, AD&D, Dental and Voluntary Benefits
  • Support new business opportunities with existing clients
  • Work independently to oversee and orchestrate all aspects of service delivery to BOB; determine the appropriate utilization of internal and external resources as needed
  • Establish and maintain partnerships with internal partners and outside vendors/carriers that result in best-in-class service delivery to clients
  • Develop and own all business strategies, relationship strategies, renewals, RFPs and other projects for assigned clients
  • Maintain history of all work done for each client
  • Always have, at minimum, a 2-year outlook for each client; stay at least 1 year ahead of all renewals and know the game plan for each client at all times
  • Understand each client’s own business and departmental goals; build business strategy around their internal goals
  • Present to clients and demonstrate expert knowledge of all financial, plan design and process components of plans
  • Present underwriting components of Life, Leave & Disability, AD&D, Dental and various Voluntary Benefits plans
  • Stay current with all vendors’ product offerings; consistently demonstrate strong knowledge of the market to clients
  • Ensure all work product delivered to client is free of errors, meaningful, and meets SNS’ service standards
  • Establish and maintain trust with clients by consistently providing superior service, meeting all deadlines, and delivering as promised
  • Manage up to 3 Account Managers (AM) and Sr. Account Managers (SAM) who provide support on assigned BOB; mentor the AMs and SAMs and foster their career development
  • Act as mentor to other members of service staff, assisting with training, guiding and coaching as needed
  • Review or monitor travel and expenses to ensure resources are being used efficiently.
  • Provide oversight of all administrative aspects of book of business management. Includes managing and tracking of clients at risk, completion and billing of audits and other financially related tasks. Ensuring the AMs and SAMs are updating CRM on a consistent basis; internal and external client document is updated and current; oversight of the managing of daily tasks and cases through completion.

Requirements

  • Bachelor’s degree required.
  • Minimum 10 years’ progressive experience in a similar lead role in Group Insurance National Accounts (10,000+ lives)
  • Ability to develop and nurture client relationships, maintain persistency goals and grow inforce Book of Business
  • Expert knowledge of 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.
  • 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, manage multiple complex projects simultaneously, and coordinate various internal/external partner deliverables while managing strict deadline and turnaround time requirements.
  • Excellent interpersonal, verbal/written communication, and presentation skills required.
  • Proficiency in Microsoft Office applications required.
  • Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity.
  • Preferred: Experience with Salesforce.