The Account Manager is responsible for the day-to-day account management, 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.
Your Impact:
Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
Identify gaps in coverage and consult and advise the client.
Manage the renewal process as needed 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 book of business through account rounding and referrals.
Document renewal, sales, and insurance operations compliance documents into the sales management database and agency management system.
Perform other duties as assigned
Successful Candidates Will Have:
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)
Experience with Applied Epic (preferred)
Valid State Issued P&C Insurance license
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.
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
- 5+ years' experience in the insurance industry or related field
- Valid State Issued Property & Casualty (P&C) insurance license
- Knowledge of insurance coverages, contracts, and applicable state regulations
- Proficient with Microsoft Windows environment including Word, Excel, PowerPoint, and Publisher (create/edit/merge letters, spreadsheets, labels)
- Proficient use of common office equipment (copier, printer, fax, binding machine)
- Experience with Applied Epic
- College degree in a business-related field
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.
