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Brown & Brown · 2 weeks ago

Sr. Employee Benefits Account Manager

Houston, TX

Full-time

Onsite

Senior Level

5+ years exp

Brown & Brown is seeking a Sr. Employee Benefits Account Manager to join our growing team in Houston, TX. This role is responsible for managing client retention and relationships, ensuring smooth execution of renewal workflows, and providing tailored insurance recommendations while maintaining exceptional client communication and service.

Insurance

Responsibilities

Accountable and responsible for retention and client relationship management of his/her book of clients

Follows agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparation of submissions, identification of markets, following up for and comparing quotes, preparing proposals, presentation and post binding activity and documentation

Participates in strategic internal and external meetings to generate innovative solutions for clients

Participates in pre-renewal, renewal, stewardship, and claims review meetings with clients as necessary

Responsible for maintaining accuracy of client files, and consistent documentation

Identifies internal resources and utilizes them to effectively bring value to client

Maintains excellent communication with team, internal and external clients at all stages of account cycle

Provides sound recommendations and guidance to clients on insurance programs

Strict adherence to procedures and deadlines; communicates the same needs to team

Invoicing and collection of premiums in a timely manner in accordance with agency procedures

Prompt response to all client requests including expedited requests for policy documentation, such as certificates and ID cards

Qualification

Client relationship managementInsurance recommendationsAgency management systemsProfessional DesignationExperience in insurance

Required

Professional Designation (CISR, CIC, ARM, etc.)

5+ years minimum experience in insurance, including experience in an independent agency setting handling and servicing middle market or large accounts

High School Diploma or GED

Bachelor's degree in risk management or similar field

Familiar with TAM or AMS 360 (agency management systems) or insurer websites