Account Manager, Captives

Summary

Brown & Brown is seeking an Account Manager to support its Revenue Team and serve as a key link between clients, brokers, and the company. The role manages new business and renewal processes, provides client and broker service, coordinates policy and claims-related activities, maintains documentation, and supports compliance and retention initiatives.

Responsibilities

• Oversee all aspects of the new business and renewal process, including applications, developing loss summaries, pricing indications, quotes, and proposals
• Respond promptly and courteously to all client and broker/producer inquiries
• Collaborate with the Sales Team to drive new business and retain renewal revenue
• Coordinate with brokers and clients on policy coverage, changes, and exclusions
• Review and analyze Loss Runs from various carriers to succinctly summarize the claims portfolio of an insured
• Review policies and all related documentation for accuracy and adherence to quality standards
• Assist clients and brokers with coverage changes, binders, and endorsements, using each contact as an opportunity to review needs and cross-sell appropriate services
• Work with the teams lead by the Chief Revenue Officer to develop and implement ongoing client retention initiatives
• Maintain accurate and compliant client records, including documentation, communications, and transactions
• Renew policies following agency standards, verify each renewal’s accuracy, and ensure all renewals are processed and billed correctly. Facilitate corrections as necessary and deliver proposals when needed
• Stay informed about industry developments, new products, legislation, coverages, and technology to continuously improve knowledge and performance
• Utilize the Salesforce platform for input, documentation, and performing technical tasks to expedite client service and maintain standards of compliance
• Provide clear answers to clients and/or Brokers for questions received
• Initiate the drafting of policies forms, declarations, notices and endorsements using both ISO and manuscript forms
• Prepare and review related documentation, including policies, reinsurance and service contracts, feasibility analysis charts, loss runs, annual meeting documents, financial statements, and billing inputs
• Maintain relationships with various service providers, including independent auditors, actuaries, attorneys, TPAs, carriers/reinsurers, reinsurance brokers, and fronting carriers
• Coordinate with the claims department to obtain loss data as needed
• Have working proficiency in the acceptable usage and application of various AI tools

Skills

• At least 3 years' experience in captive and/or commercial Property/Casualty insurance required
• Minimum of an Associate's degree in a relevant field; equivalent professional experience will also be considered
• Active P&C insurance license or the ability to obtain one within the initial 90 days of employment
• Exceptional customer service and relationship management skills
• Excellent written and verbal communication abilities
• Proficiency in CRM software, particularly the Microsoft Office Suite (Word, Excel, PowerPoint, Teams). Experience with Salesforce is a plus
• Strong analytical and problem-solving skills, with keen attention to detail
• Ability to multitask and prioritize in a fast-paced environment
• Demonstrated ability to work collaboratively with team members and other departments
• Strongly preferred, including but not limited to CPCU, AU, ARM, ACI, etc

Qualifications

Must Haves

• At least 3 years' experience in captive and/or commercial Property/Casualty insurance required
• Minimum of an Associate's degree in a relevant field; equivalent professional experience will also be considered
• Active P&C insurance license or the ability to obtain one within the initial 90 days of employment
• Exceptional customer service and relationship management skills
• Excellent written and verbal communication abilities
• Proficiency in CRM software, particularly the Microsoft Office Suite (Word, Excel, PowerPoint, Teams). Experience with Salesforce is a plus
• Strong analytical and problem-solving skills, with keen attention to detail
• Ability to multitask and prioritize in a fast-paced environment
• Demonstrated ability to work collaboratively with team members and other departments

Nice to Haves

• strongly preferred, including but not limited to CPCU, AU, ARM, ACI, etc

Benefits

• Medical/Rx
• Dental
• Vision
• Life Insurance
• Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off
• Holidays
• Preferred Partner Discounts