Employee Benefits Account Manager

Risk Strategies, now part of Brown & Brown, is seeking an Account Manager with experience in servicing employers and employees with their insurance benefit needs.  Applicants should be able to present, discuss, and educate employers on various insurance solutions and assist in the application of those solutions with the clients’ employee population.
 

Your Impact:

• Serve as the primary point of contact for assigned clients, building strong, long-term relationships.
• Understand client needs and objectives to recommend appropriate insurance products and services.
• Manage the renewal process for existing accounts, including market negotiations, proposal preparation, and presentation.
• Collaborate with underwriters and other internal teams to secure optimal coverage and pricing for clients.
• Educate clients on policy terms, conditions, and coverage options.
• Identify opportunities for cross-selling and up-selling additional insurance products.
• Resolve client inquiries and issues promptly and efficiently.
• Maintain accurate and up-to-date client records and activity logs in the CRM system.
• Stay informed about industry trends, market changes, and new insurance products.
• Participate in client meetings, presentations, and industry events.

Successful Candidates Will Have:

• Bachelor's degree in Business, Finance, or a related field preferred.
• Health & Life insurance license, or willingness to obtain within 90 days of hire date.
• Demonstrated ability to build and maintain strong client relationships.
• Excellent communication, negotiation, and presentation skills.
• Basic understanding of various health and life insurance products and coverages.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with CRM software (e.g., Salesforce) is a plus.
• Ability to work independently and as part of a team.
• Proven problem-solving and decision-making abilities.
• Commitment to providing exceptional client service.

Brown & Brown, Inc. (NYSE: BRO) is a leading insurance brokerage firm delivering comprehensive and customized insurance solutions and specialization since 1939. With a global presence spanning 700+ locations and a team of approximately 23,000 professionals, we are dedicated to delivering scalable, innovative strategies for our customers at every step of their growth journey. Learn more at BBrown.com.

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.

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