Client Account Manager

3 weeks ago

Maitland, United States Brown & Brown Insurance Full time

It's an exciting time to join Brown & Brown Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Client Account Manager to join our growing team This individual can sit in Leesburg or Maitland, FL


The Account Executive position provides support in maintaining, expanding and servicing assigned accounts.


Who We Are: Brown & Brown, Inc. is a growing global insurance brokerage firm delivering risk management solutions and services since 1939. Our unique culture is built on honestly, integrity, innovation and discipline and defines who we are and how we treat our customers, teammates and the communities we serve. We think of ourselves as a team, so we have teammates---not employees. We prioritize health, family, and business---in that order. We embrace and celebrate diversity, always striving to be an inclusive place where you have the power to be yourself. Traded on the New York Stock Exchange as BRO, Brown & Brown is a big company that doesn’t act like one.


Who We Are Looking For: We are looking for passionate team players who believe in working hard and having fun in a collaborative environment. Our team is customer-focused and values the importance of strong relationships, professionalism, and trust. We embrace solutions-oriented big thinkers who are committed to results and aren’t afraid to take risks. We are driven to set goals high and aim even higher.


General Responsibilities:

  • Enter all required data into agency management system to maintain current file data on all assigned accounts.
  • Maintain client files per agency guidelines as established by the company’s carriers.
  • Prepare exposure checklist on renewal accounts indicating coverage in force and known exposures.
  • Prepare renewal submissions including all attachments and supplements; work closely with Marketing Department during renewal process.
  • Write additional lines of coverage (flood, wind etc.) as needed.
  • Prepare, review and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations.
  • Validate coverages and premiums charges on policies, endorsements, audits and cancellations.
  • Prepare policies for delivery to insured; deliver to insured as required.
  • Maintain follow up (diary) system for correspondence and requests.
  • Prepare premium billings and invoices on timely basis. Reconcile agency bill items for insured as necessary to collect premium.
  • Maintain knowledge of various carriers’ rating plans and programs.
  • Review property and casualty losses with producer and client as needed.
  • Develop and maintain strong technical knowledge of commercial lines coverages and rating.
  • Receive claim information and forward to appropriate carrier.
  • Enter all required data into the agency management system to maintain current claims file data and to set follow up dates.
  • Maintain active suspense file on all claims until closed.


Required Qualifications:

  • High school diploma or equivalent
  • 2-20 Property and Casualty license
  • Excellent verbal and written communication skills, as well as organizational and prioritizing skills
  • Professional demeanor, positive attitude
  • Experience with personal computers and related software (Microsoft Word, Excel)
  • Ability to juggle multiple tasks, projects, and people without stress overload


Preferred Qualifications:

  • Three to five years insurance experience preferred working with clients
  • Working knowledge of AMS360 and ImageRight


What We Offer:

  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Paid Time Off (PTO)
  • Generous benefits package: health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan
  • Tuition Reimbursement and Student Loan Repayment Assistance
  • Mental Health Resources

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