Employee Benefits Account Manager

The Mid-Market Account Manager will manage an assigned book of business and develop long‑term relationships with clients. They will respond to day‑to‑day inquiries, provide client analytics, create deliverables, and ensure quality standards are met. The role involves working with vendors, internal and external stakeholders, supporting Team Leaders and Account Executives, and driving revenue growth through client expansion. It focuses on smaller, less complex clients. Your Impact: Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including 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; escalated as necessary Actively seek improvements to client service and efficiencies within teams by identifying improved processes Work with the client team to develop project plans and deliver on service goals Set priorities and manage workflow to ensure efficient, timely and accurate processing of account transactions Prepare renewals and RFPs, coordinate vendor responses, support negotiations, analyze and spreadsheet proposal results, and develop client presentations Delegate administrative and analytic tasks to the team Benefit Analyst; provide coaching and peer review (e.g., Forms 5500, policy review, monthly carrier reporting, etc.) Keep 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 a timely manner within appropriate software (e.g., BenefitPoint, AMS, etc.) Provide peer review for others on the team Successful Candidates Will Have: BA/BS preferred 2 – 5+ years of health & welfare experience, meets majority of core practice competency‑based skills Client‑facing experience in the employee benefit industry a plus Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services Ability to work independently and learn to anticipate client and team needs Effective time management Diligent follow up skills Ability to express ideas clearly in both written and oral communications Critical thinking skills Detail‑oriented Strong Microsoft Excel, Word and PowerPoint skills Life, Accident and Health Insurance License required GBA or CEBS Certification a plus Brown & Brown, Inc. is an equal‑opportunity workplace 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. Personal information submitted by California applicants is subject to the company’s California Job Applicant Privacy Notice. #J-18808-Ljbffr