Client Account Manager Sr.

Posted 18 Days Ago
Be an Early Applicant
Bowling Green, KY, USA
In-Office
Senior level
Insurance
The Role
The Client Account Manager Sr. will manage a book of business by handling policy processing, renewals, and client relationships, while ensuring compliance and identifying opportunities for account growth.
Summary Generated by Built In

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking Client Account Manager Sr. to join our growing team in Columbia, KY!

 

The Client Account Manager Sr. is responsible for managing and servicing a book of business by handling policy processing, renewals, client relationships, coverage analysis, compliance documentation, and identifying opportunities to enhance coverage and support account growth.

How You Will Contribute: 

  • Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.

  • Build courteous and successful relationships with clients, vendors and carriers to improve client retention.

  • Identify gaps in coverage and consult leadership or producer of options to advise the client.

  • Manage the renewal process for all assigned clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.

  • Review internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.

  • Assist in growing the assigned book of business through account rounding and referrals.

  • Document renewal, sales, and insurance operations compliance documents into the sales management database.

  • Perform other duties as assigned

Licenses & Certifications:  

  •  Valid Insurance Producer license.

Skills & Experience to be Successful: 

  • Knowledge of insurance coverages, contracts, and state regulations where business is conducted.

  • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.  Able to create, edit, and merge letters, spreadsheets, labels, etc.

  • Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)

  • 5+ years’ experience in the insurance industry, or a related field.

  • College Degree in a business-related field (preferred)

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

Skills Required

  • Valid Insurance Producer license
  • 5+ years' experience in the insurance industry or related field
  • College Degree in a business-related field

Brown & Brown Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown & Brown Insurance and has not been reviewed or approved by Brown & Brown Insurance.

  • Healthcare Strength Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
  • Retirement Support The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
  • Equity Value & Accessibility An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.

Brown & Brown Insurance Insights

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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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