Client Account Manager

Brown & Brown Insurance

. Serve as the primary client-facing contact for assigned accounts .

Posted 10/28/2026full-timeGrapevine • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, ensuring exceptional customer experiences while adhering to compliance standards such as HIPAA. Proficient in business process improvement and effective communication across teams to drive operational excellence.

Highest-signal resume keywords

Client Relationship ManagementBusiness Process ImprovementProject ManagementCustomer ServiceMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Process ImprovementProject ManagementProcess DiagramsPolicy DevelopmentRequirements AnalysisEnrollment ProcessesClaims ManagementQuality ImprovementMulti-TaskingProblem Resolution

Soft Skills

CommunicationTeam CollaborationIndependenceDeadline ManagementClient Orientation

Tools & Technologies

Microsoft PowerPointMicrosoft ProjectMicrosoft VisioMicrosoft OutlookMicrosoft Excel

Industry Keywords

Insurance IndustryHIPAA ComplianceClient-Facing SupportService-Oriented OperationsDiversity Principles

About the role

Key responsibilities & impact

Serve as the primary client-facing contact for assigned accounts
Provide subject matter expertise, guidance, and accountability for outstanding client and customer experience
Work with management, account executives, and Onboarding/Implementation teams to obtain requirements and process documentation
Ensure service procedures, training, and support-team awareness meet or exceed client and member service goals
Focus on enrollments and waiver processes
Coordinate with internal functional areas while adhering to change control processes
Analyze and verify requirements for completeness, consistency, comprehensibility, feasibility, and conformity to standards
Research and analyze existing processes and solutions to initiate continuous quality improvement
Develop, maintain, and communicate continuous improvement plans and account status
Coordinate client orientations as needed
Resolve enrollment escalations using internal tools and systems
Serve as client point of contact for claims and ledger billing inquiries
Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies, and applicable policies
Maintain confidentiality of company business
Communicate with management regarding assigned responsibilities and perform special projects
Facilitate large client and internal meetings

Requirements

What you’ll need

Strong background in customer service with an emphasis on resolving problems and issues
Ability to multi-task, meet deadlines, work independently and in a team environment
Previous experience working as an Account Service Manager or similar role in the insurance industry preferred
Highly proficient in driving business process improvement, training methods, team or department planning, process diagrams, action plan management, and policy and procedure development
Background in a project management or business analysis role preferred
PC proficiency including PowerPoint, Project, Visio and Outlook
Advanced knowledge and skills of Word and Excel
Experience managing multiple accounts with an emphasis on proactive client communication
3–5 years of relevant work experience supporting relationship managers, sales, service-oriented operational middle office, or client-facing support functions
Experience with Microsoft Visio, Project and Excel

Benefits

Comp & perks

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