Senior Account Manager

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 has an exciting opportunity available for a Senior Account Manager for our team in Minneapolis, MN!

Provides high quality customer service while assisting in the coordination of services between the client and the insurance company on the most complex accounts with little to no oversight. Participates in strategic planning meetings with clients and assists in the coordination of services between the client and the insurance company. May be solely responsible for the marketing process for more simplified accounts.  Provides day-to-day consulting and client advice regarding matters of significance. Delegates to others and responsible for mentoring and potentially supervising the work of others to ensure all tasks are performed in a satisfactory manner by all involved. 

WHAT YOU’LL DO:

• Develops knowledge of a client’s business and industry and their specific risk profile though their business model, asset portfolio, product and cash flow, loss history, etc.

• Accurately reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc. May be involved in preparation of such documents for complex risks. Ensures documents reflect policy coverages as quoted, proposed and bound. 

• Collaborates in the development of a marketing plan to include creation of insurance specifications, timelines and complete market selections.

• Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.

• Drives the risk transfer process: binder issuance, policy issuance reviews, service delivery, etc., for accuracy and timeliness.

• Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews. 

• Promptly and accurately responds to client, underwriter and internal requests. If responsibilities are delegated, follows through to ensure client received timely response.

• Provides leadership to others on team and at company. Typically, responsible for coordination and managing the work of others on the account.

• Provide performance related feedback to others and assist them with their professional development.

• Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures.

• Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: filing documents and updating client information into the policy management system, tracking the status of open items, etc.

• Completes premium finance agreement requests and creates premium allocations as needed. Verifies accuracy of invoicing and handles accounting issues.

• Requests and summarizes loss runs, may process claims and provide client advocacy.

• Participates in identifying new business opportunities.

• Attends Continuing Education classes. 

• Performs miscellaneous duties and projects as assigned.

WHAT YOU’LL NEED:

• Able to demonstrate a high level of knowledge with all assigned products, services, processes, as well as the company philosophy regarding these products and services. 

• Strong oral and written communication skills including the ability to connect with an audience and speak persuasively and succinctly.  Demonstrates good listening skills to enhance understanding and probes effectively. 

• Strong attention to detail. 

• Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service. 

• Demonstrates a sense of urgency and a proactive approach to meeting service requirements.

• Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality.

• Develops and maintains a working knowledge of all systems. 

• Good keyboard and PC skills using word processing and s