Job Description

The Small Group Account Manager interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Manager will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Account Manager is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development.

The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans.

Primary Responsibilities and Duties

• Subject matter expert on Health & Welfare Benefits, vendor/carrier products and services including, but not limited to, medical, dental, vision, life, disability, and voluntary
• Manage a book of business of approximately 50 – 70 small group accounts with a focus on employers with 50+ eligible employees
• Develop and maintain strong relationships with reference-ready clients, prospects, and carriers
• Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues
• Proactively anticipate client needs and bring forward strategies to address their challenges
• Understand and utilize Risk Strategies resources and tools to maximize efficiency
• Project manage book of business including planning, delegating, and meeting deliverable timing
• Understand fundamental underwriting concepts in order to communicate funding alternatives, impact to rates, and cost drivers
• Manage request for proposals and renewals - negotiate with carriers and make recommendations to client
• Oversee open enrollment process for clients
• Ensure client is fully compliant with all regulations to which they are subject
• Accountability for all work product provided to client across the AM’s book of business
• Delegate administrative and analytic tasks, as necessitated, to team Benefit Analyst; provide coaching and peer review, e.g., policy review, monthly carrier reporting, updating software as appropriate (e.g., BenefitPoint, AMS, etc)
• Review work, provide feedback and mentor junior team members

Founded in 1939 and headquartered in Daytona Beach, Florida, Brown & Brown is one of the world’s leading insurance brokerages. In early August 2025, we proudly became part of the Brown & Brown family—ushering in a powerful new era of scale, capability, and opportunity. The cheetah is more than a logo—it’s a symbol of how we operate: fast, focused, agile, and unique. Just like every cheetah's spots are one-of-a-kind, each of our teammates brings their own identity and strengths to the table.

Brown & Brown is a company built on performance and meritocracy, where teammates are empowered to think like owners and are rewarded for impact. With the integration of Risk Strategies and One80 Intermediaries, we now have over 23,000 teammates across 600+ offices in the U.S. and abroad—offering expansive career opportunities in retail, wholesale, specialty, and program businesses. Guided by our core belief—Health. Family. Business.—we blend the strength of a Fortune 500 company with the entrepreneurial spirit of a local agency, creating a high-performance culture where every teammate has room to grow and thrive.

Pay Range:

$51,800 - $60,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for this role.

Brown & Brown, Inc. and our team of companies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies, part of the Brown & Brown team, by visiting https://us.bbrown.com/careers/

Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (“Recruiting Vendors”). Recruiting Vendors must have a valid written agreement and receive prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.