Carlos Roos
Account Executive at Brown & Brown
- Role
- Account Executive at Brown & Brown
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Carlos Roos
With a decade of experience in the insurance and benefits consulting industry, I specialize in healthcare consulting and strategic client management. At Brown & Brown, I collaborate with clients to optimize benefit and insurance programs, ensuring alignment with their unique needs and priorities. My role involves fostering strong client relationships, coordinating benefit implementations, and identifying innovative strategies to improve program efficiency and satisfaction. My expertise in customer relationship management (CRM) and strategic consulting allows me to deliver tailored solutions that empower organizations to navigate complex insurance landscapes effectively. Committed to providing proactive service, I guide clients in making informed decisions and achieving their goals through effective benefit strategies and comprehensive support.
Experience
Account Executive
Feb 2026 — Present · Fort Lauderdale, FL, US
Coordinates and maintains relationship with client and all client stakeholders- Coordinates the implementation of a new client with the Account Team- Coordinates and manages the activities of marketing and renewals, recommending measures to improve satisfaction, performance, and cost- Recommends or initiates actions to effectively and proactively service the client. Plans, directs, and coordinates benefit and insurance programs. Educates clients on benefit strategies- Identifies, plans, and develops methods and procedures to obtain greater efficiency and effectiveness of benefit programs- Regularly meets with clients to review programs and make recommendations on improvements- Participates and conducts employee benefit and open enrollment meetings- Works with client to develops client specific management and financial programs. Reviews financial and management reports monthly- Reviews insurance circulars and bulletins to keep current on changes in the industry- Performs routine service and account management functions for the clients- Participate in market meetings, seminars, and training programs as directed- Works on obtaining other sales opportunities with current clients.
Education
Universidad Central de Venezuela
Master's degree, Marketing/Corporate Communications
2010 — 2012
Universidad Santa Maria
Bachelor's degree, Mass Communication/Media Studies
1999 — 2005
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