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Brown & Brown · 3 days ago

Senior Account Manager, Tailored Solutions Model

United States

Full-time

Remote

Senior Level

7+ years exp

Brown & Brown is a company built on meritocracy that values a unique culture focused on self-starters and customer commitment. The Senior Account Manager, TSM supports Account Executives with client strategy deliverables, manages day-to-day client interactions, and resolves issues while ensuring the integrity of client information and project plans.

Insurance

Responsibilities

Establish strong relationship with clients and insurance carriers

Acts as the primary contact for clients regarding all aspects of their employee benefits insurance plans

Marshal the appropriate resources to resolve client issues

Attend client meetings and serve as an additional source of consultation for the client

Demonstrated Group insurance expertise and superior level of knowledge when assisting them with insurance plan questions and issue resolution

Owns the development of 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 SNS 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

Qualification

Group insurance expertiseContractPlan design knowledgeClient relationship managementMicrosoft Office proficiencySalesforce experienceSelf-directedInterpersonal skillsCommunication skillsOrganizational skillsDetail-oriented

Required

Bachelor's degree required

Minimum 7 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 are required

Proficiency in Microsoft Office applications required

Self-directed with a positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment

Must be detail-oriented and 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

Must be actively licensed (Life, Accident, and Health License) or willing to obtain a license in the state of residence within the first 12 months of employment