Account Executive, Tailored Solutions

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

Culture is meaningful to us. It's in the way we interact with one another and with our clients. We believe in being our authentic selves with one another and have cultivated an approach that is "we" not "I". We honor the commitments that we make to our clients and one another. This is our culture. We actively engage in the communities where we live and encourage our teammates to use Volunteer Time Off and to engage with our Spotlight Charities and causes meaningful to teammates.

About The Role:

The Account Executive, TSM is responsible for maintaining persistency on an assigned book of business and oversees all aspects of Brown & Brown Strategic Non-Medical Solutions (SNS)’ consulting services provided to those clients.

Core Responsibilities: : include the following. Other duties may be assigned.

• Retain existing clients on entire Book of Business (BOB). Coverage lines include Group Life, Disability, AD&D, Dental and Voluntary Benefits

• Support new business opportunities with existing clients

• Work independently to oversee and orchestrate all aspects of service delivery to BOB; determine the appropriate utilization of internal and external resources as needed

• Establish and maintain partnerships with internal partners and outside vendors/carriers that result in best-in-class service delivery to clients

• Develop and own all business strategies, relationship strategies, renewals, RFPs and other projects for assigned clients

• Maintain history of all work done for each client

• Always have, at minimum, a 2-year outlook for each client; stay at least 1 year ahead of all renewals and know the game plan for each client at all times

• Understand each client’s own business and departmental goals; build business strategy around their internal goals

• Present to clients and demonstrate expert knowledge of all financial, plan design and process components of plans

• Present underwriting components of Life, Leave & Disability, AD&D, Dental and various Voluntary Benefits plans

• Stay current with all vendors’ product offerings; consistently demonstrate strong knowledge of the market to clients

• Ensure all work product delivered to client is free of errors, meaningful, and meets SNS’ service standards

• Establish and maintain trust with clients by consistently providing superior service, meeting all deadlines, and delivering as promised

• Manage a team of Account Managers (AM) and Sr. Account Managers (SAM) who provide support on assigned BOB; mentor the AMs and SAMs and foster their career development

• Act as mentor to other members of service staff, assisting with training, guiding and coaching as needed

• Review or monitor travel and expenses to ensure resources are being used efficiently.

• Provide oversight of all administrative aspects of book of business management. Includes managing and tracking of clients at risk, completion and billing of audits and other financially related tasks. Ensuring the AMs and SAMs are updating CRM on a consistent basis; internal and external client document is updated and current; oversight of the managing of daily tasks and cases through completion.

Skills needed: :

• Bachelor’s degree required.

• Minimum 10 years’ progressive experience in a similar lead role in Group Insurance Accounts (2,000 -10,000 lives)

• Ability to develop and nurture client relationships, maintain persistency goals and grow in-force Book of Business

• Expert knowledge of the benefits we service including short term disability, long term disability, leave programs, life insurance, AD&D, voluntary benefits, dental and vision.

• High level of technical knowledge in all components of contracts, plan design, claim processes, and vendor capabilities.

• Self-directed with positive drive and approach, including the ability to work both independently and collaboratively in a virtual working environment.

• Must be detail-oriented, have highly developed organizational skills including the ability to prioritize, manage multiple complex projects simultaneously, and coordinate various internal/external partner deliverables while managing strict deadline and turnaround time requirements. • Excellent interpersonal, verbal/written communication, and presentation skills required.

• Proficiency in Microsoft Office applications required.

• Ability to establish credibility at all levels of the organization and with clients through confident communications and actions based on integrity.

Preferred:

• Experience with Salesforce.

We seek out and embrace diversity in our talent. Our business thrives on diversity of talent, experience, character, and inclusion.

Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation. We are committed to ensuring equal employment opportunities for all our teammates and applicants for employment. Our equal employment opportunity philosophy, in accordance with federal, state, and local law, applies to all aspects of employment with us including recruiting, hiring, training, transfer/promotion, compensation, benefits, and termination.

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”.