Our Culture
Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.
About The Role:
The Account Manager position supports Account Executives and works collaboratively with Senior Account Managers on an assigned book of business to execute the strategy deliverables for the client. The position is responsible for monitoring all tasks and deliverables, fielding client inquiries and maintaining all project plans. The Account Manager is the primary contact for our clients in managing day-to-day issue resolution.
Essential Duties:
• Establish strong relationship with clients and insurance carriers.
• Act as a point of reference for our clients regarding all aspects of their insurance plans.
• Marshal the appropriate resources to resolve client issues.
• Attend client meetings and serve as an additional source of consultation for the client.
• Demonstrate Group insurance expertise and superior level of knowledge when assisting them with insurance plan questions and issue resolution.
• Prepare Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive Summaries, timeline monitoring and participation in the implementation process.
• Oversee the maintenance of current and historical plan designs, process maps, rates, plan documents and other pertinent client information in Pacific Resources’ client database to maintain the integrity and accuracy of the system.
• 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.
• Able to obtain Life, Accident, and Producer License in state of residence
Skills Required:
• Bachelor’s degree required.
• Minimum 3 years’ experience in a similar role at a comparable level in Group Insurance.
• High level of knowledge about 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.
• Excellent interpersonal, verbal/written communication, and presentation skills required.
• Proficiency in Microsoft Office applications required;
• 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, handle multiple projects simultaneously, and manage strict deadline and turnaround time requirements.
• 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.
We seek out and embrace diversity in our talent. Our business thrives on diversity of talent, experience, character, and inclusion.
- Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation. We are committed to ensuring equal employment opportunities for all our teammates and applicants for employment. Our equal employment opportunity philosophy, in accordance with federal, state, and local law, applies to all aspects of employment with us including recruiting, hiring, training, transfer/promotion, compensation, benefits, and termination.
