Brown & Brown Insurance · 2 hours ago

Account Manager

Remote, IA, USA

Full-time

Remote

Mid Level

3+ years exp

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Responsibilities

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.

Qualification

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Group InsuranceInsurance Plan KnowledgeContract KnowledgeMicrosoft OfficeCollaboration 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.

Able to obtain Life, Accident, and Producer License in state of residence.