Client Account Manager (Insurance)

Location: Remote - Texas; hybrid schedule with the Grapevine, TX office.

Company

Brown & Brown provides insurance-related client and account services.

What you will do

• Serve as the primary client-facing contact and subject matter expert for assigned accounts.
• Coordinate with management, account executives, and onboarding teams to establish service procedures, requirements, documentation, and training.
• Analyze requirements and improve existing processes, solutions, and service quality.
• Manage continuous improvement plans, account status updates, and progress against individual and department goals.
• Coordinate client orientations, resolve enrollment escalations, and handle claims and ledger billing inquiries.
• Facilitate client and internal meetings while maintaining confidentiality and complying with HIPAA and corporate policies.

Requirements

• Strong customer service background focused on resolving problems and issues.
• Ability to multitask, meet deadlines, work independently, and collaborate in a team environment.
• Solid 3–5 years of relevant experience supporting relationship managers, sales, service-oriented operational middle-office functions, or client-facing support.
• Experience managing multiple accounts with an emphasis on proactive client communication.
• Proficiency in business process improvement, training methods, team or department planning, process diagrams, action plan management, and policy and procedure development.
• Experience with Microsoft Visio, Microsoft Project, and Microsoft Excel; advanced knowledge of Word and Excel.
• PC proficiency including PowerPoint and Outlook.
• Previous account service management, project management, or business analysis experience is preferred.

Nice to have

• Experience as an Account Service Manager or in a similar insurance-industry role.
• BA or BS degree.

Culture & Benefits

• Meritocratic culture focused on initiative and customer outcomes.
• Medical, prescription, dental, vision, life, and disability insurance.
• ESPP, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, and preferred partner discounts; eligibility and waiting periods may apply.

Hiring process

• Brown & Brown does not accept unsolicited resumes from recruiting vendors or employment agencies without a valid written agreement and prior authorization.