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Job Description
The Mid-Market Account Manager manages an assigned book of business while building long-term client relationships. This role is responsible for responding to day-to-day client inquiries, providing analytics, and ensuring high-quality service delivery. The Account Manager interfaces with vendors and key internal and external stakeholders, develops client deliverables, and maintains RSC quality and service standards. This position typically supports a smaller, less complex book of business and assists the Team Leader and Account Executives as needed. The Account Manager is also responsible for driving revenue growth and client expansion within their portfolio. The ideal candidate will have strong knowledge of employer-sponsored health and welfare plans, including applicable federal and state regulations.
Your Impact:
Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary. Manage a personal book of business of approximately $500,000+ Support Team Leader and/or Account Executive(s), as assigned. Proactively provide client service in response to day-to-day service issues and questions; escalate, as necessary. Actively seek improvements to client service and efficiencies within teams by identifying improved processes Works with the client team to develop project plans and deliver on service goals. Sets priorities and manages workflow to ensure efficient, timely and accurate processing of account transactions. Prepare and coordinate compliance documents. Delegate marketing and implementation tasks, as necessitated, to team; provide coaching and peer review. Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance. Prepare for and facilitate client meetings (prepare agendas and materials, coordinate resources, etc.) Understand, articulate, and implement RS value-added resources. Accountability for updating client information, in timely manner, within appropriate software (e.g., BenefitPoint, AMS, etc.) Provide peer review for others on team.
Successful Candidates Will Have:
BA/BS preferred. Florida 2-15 Health and Welfare License required. 2 - 5+ years of health & welfare experience with demonstrated core competencies. Client-facing experience in the employee benefits industry preferred. Knowledge of benefits administration, Health Care Reform, industry trends, carrier products, and services Ability to work independently and learning to anticipate client and team needs. Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies, part of the Brown & Brown team, by visiting https://us.bbrown.com/careers/. Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice. Recruiting Vendor Disclosure Statement Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page. Risk Strategies has joined Brown & Brown, and teams at both companies are growing. Risk Strategies offers comprehensive risk management solutions, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates-not employees, and leaders-not managers. Everything we do is about the greater "WE"-never "me." While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission-always doing what is best for our customers. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies ("Recruiting Vendors"). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy
