Commercial Lines Account Manager

Role Overview

• Be accountable and responsible for retention and client relationship management for book of clients
• Follow agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparing submissions, identifying markets, following up for and comparing quotes, preparing proposals, presentations and post-binding activity and documentation
• Participate in strategic internal and external meetings to generate innovative solutions for clients and provide recommendations for an array of commercial lines property and casualty insurance.
• Maintain accuracy of client files, and consistent documentation
• Identify internal resources and utilize them to effectively bring value to clients
• Maintain excellent communication with team, internal and external clients at all stages of account cycle
• Provide sound recommendations and guidance to clients on insurance programs
• Strictly adhere to procedures and deadlines; communicate the same needs to team.
• Invoice and collect premium in a timely manner, in accordance with agency procedures
• Promptly reply to all client requests, including expedited requests for policy documentation such as certificates and ID cards
• Foster and seek relationships with teammates across all levels of Brown & Brown
• Ensure compliance with government agencies and corporate policies and procedures
• Attend training sessions, courses, etc. to maintain up-to-date skills

Requirements

• 4+ years’ experience in Commercial Insurance account management, required
• Proficiency in Microsoft Office 365, required
• Exceptional customer service and interpersonal skills, required
• Bachelor’s Degree, preferred
• Insurance designations (CIC, CISR, ARM, etc.), a plus
• Experience with AMS360 or ImageRight insurer websites, a plus

Benefits

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