The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account.
Key Responsibilities:
- Partner with Producers and Account Executives to support renewal strategy, market selection, claims review, and exposure analysis across a renewal book of business.
- Manage renewals end to end, including submission development, proposals, carrier placement, and binding.
- Prepare exposure data, loss exhibits, submissions, and proposals, obtaining loss runs and policy documentation directly from carriers as needed.
- Serve as the primary point of contact for daily client service requests, managing policy changes, endorsements, audits, certificates, and invoices.
- Maintain accurate and timely updates in the system of record, including documentation, audits, reports, contract reviews, and claims support.
- Oversee policy billing setup, invoice requests, premium reconciliation, aged A/R communication, and coordination with accounting teams.
- Build strong carrier and wholesaler partnerships, leverage brokerage buying power, support retention and new business efforts, and participate in initiatives, compliance, and stretch assignments that drive professional growth.
Minimum Requirements:
- 2+ Years of experience in a Property & Casualty brokerage environment.
- Hold Insurance licenses as required by the Company.
- Knowledge of Property & Casualty business.
- Ability to follow process and procedures guidance.
- Analytical and problem-solving abilities.
- Ability to display tact and poise under pressure when working through issues.
Physical Demands and Work Environment:
The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations.
This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner.
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.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
Skills Required
- 2+ years of experience in a Property & Casualty brokerage environment
- Hold Insurance licenses as required by the Company
- Knowledge of Property & Casualty business
- Ability to follow process and procedures guidance
- Analytical and problem-solving abilities
- Ability to display tact and poise under pressure
- Ability to sit and work at a computer for extended periods and perform repetitive motions
- Regular professional phone communication skills
Risk Strategies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Risk Strategies and has not been reviewed or approved by Risk Strategies.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental, and vision along with HSA and FSA options. Disability, life/AD&D, and wellness resources add to the sense of broad core protection.
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Wellbeing & Lifestyle Benefits — Lifestyle supports extend beyond core insurance to include EAP, legal services, identity-theft protection, voluntary supplemental plans, pet insurance, and transit benefits. Flexible work arrangements (in-office, hybrid, or remote depending on role) also contribute to perceived total-rewards value.
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Leave & Time Off Breadth — Time-off and leave offerings include paid time off, holidays, parental leave, and bereavement leave. PTO is often characterized as generous, though exact accrual and carryover details are not consistently specified publicly.
Risk Strategies Insights
What We Do
At Risk Strategies, part of the Brown & Brown team, we help our clients protect those things that matter most to them. We help them see the way forward in a complex world with specialty insight, practical advice, and custom insurance with a vast network of specialists in Property & Casualty, Employee Benefits, Private Client, as well as Consulting Services and Financial and Wealth Management solutions. We are a different kind of insurance brokerage – bringing a strategic, holistic, specialist approach to our clients, so they can face the future with confidence. We love what we do, and it shows. For five straight years, we were named one of the Best Places to Work by Business Insurance. In 2025, we earned certification as a Great Place to Work for the second year in a row. Risk Strategies is an Accession Risk Management Group company, a family of specialty insurance distribution and risk management companies powered by a shared vision of delivering a superior client and employee experience.
