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 a Customer Relationship Specialist - Key Accounts to join our growing team in Ft. Lauderdale, FL!
The Customer Relations Specialist will serve as a key relationship manager for an assigned portfolio of clients, delivering proactive, consultative service and driving account strategy. This role is accountable for maintaining and expanding client partnerships by leveraging expertise in insurance markets, products, and competitive dynamics. This individual will work closely with Strategic Client Advisor, Account Executives, Producers, Marketing, Benefit Coordinator(s), Communications, Data Entry Specialist, and Claims Advocate to ensure a seamless and elevated client experience.
How You Will Contribute:
- Partner with Strategic Client Advisor, Account Executive, and/or Producers to assist in the fulfillment of client needs.
- Manage client relationships to help retain and grow the book of existing accounts, providing and recommending the most appropriate insurance solutions.
- Develop and maintain solid relationships with vendors, as well as internal staff.
- Managing the day-to-day servicing for accounts and ensure overall client satisfaction by providing timely resolution and follow-up of service issues that may arise including claims, billing, eligibility, enrollment, etc., Document all client inquiries and service issues.
- Handle plan implementations and changes, including confirming benefits, and documentation, and making sure coverage is set up accurately, in collaboration with Account Executive and/or Strategic Client Advisor
- Lead and oversee production of accurate open enrollment materials and benefit handouts.
- Lead client presentations and discussions as needed.
- Ensure Overall Client satisfaction by proactively managing and anticipating the day-to-day needs of clients through regular phone contact and occasional client visits; by providing timely resolution and follow up of service issues that may arise including billing, eligibility, enrollment, etc.
- Follow/complete the renewal checklist/workflow process; prepare renewal strategies in collaboration with the Strategic Client Advisor, Account Executive, and/or Producer-Benefits consultant and Marketing Representative, General Agent, including proposals and presentations while ensuring agreement with customer’s requests/requirements, including preparing comparative spreadsheets.
- Manage Quality Control requirements; Maintain account files and oversee that documents are placed into appropriate sections for Quality Control guidelines.
Licenses & Certifications:
- Life, Health, and Annuity License (2-15)
Skills & Experience to be Successful:
- 2-3 years’ experience in a benefit counselor role or related experience
- High School Diploma or General Education Diploma (GED)
- Clear knowledge of Group Benefit Plans.
- Excellent organizational and time management skills
- Ability to write and verbally communicate in a professional manner.
- Proficient in MS Excel, MS Power Point, and MS Word.
- Proficient in Outlook
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.
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 received 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.
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
- Life, Health, and Annuity License (2-15)
- 2-3 years' experience in a benefit counselor role or related experience
- High School Diploma or General Education Diploma (GED)
- Clear knowledge of Group Benefit Plans
- Excellent organizational and time management skills
- Ability to write and verbally communicate in a professional manner
- Proficient in MS Excel, MS PowerPoint, and MS Word
- Proficient in Outlook
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.
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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.
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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.
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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
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.
