Commercial Account Representative

3 weeks ago

Milwaukee, United States Brown & Brown Insurance Full time

Brown & Brown has an exciting opportunity available for a Commercial P&C Account Representative supporting our Milwaukee, WI team


The Account Rep. provides high quality customer service while assisting in the coordination of services between the client and the insurance company.


WHAT YOU’LL DO:

  • Provide support for our internal service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries.
  • Participate in the marketing process and provides clerical support to the team.
  • Responds directly and promptly to client inquiries and requests while keeping the rest of the Service team advised.
  • Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders and Summary of Insurance, Renewal Information request, audits, endorsements, renewal information request forms, insurance specifications, proposals, etc. Ensures policies follow coverages as quoted, proposed and bound.
  • Collects and analyzes client specification data, including Schedules of Values.
  • Promptly responds to routine requests for data and questions from clients, underwriters and internal staff.
  • Develops and maintain client service plans, manages mid-term changes and assists in Stewardship reviews.
  • Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: uploading documents into the policy management system, tracking the status of open items.
  • Completes premium finance agreement requests and creates premium allocations as needed. Verifies accuracy of invoicing and handles accounting issues.
  • Requests and summarizes loss runs, may process claims and provide client advocacy.
  • Meets with prospects and clients as needed to enhance knowledge of client accounts.
  • Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures.
  • Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.
  • Attends Continuing Education classes.
  • Performs miscellaneous duties and projects as assigned.


WHAT YOU’LL NEED:

  • 4+ years related work experience
  • Property & Casualty Insurance License
  • Bachelor's Degree preferred and/or equivalent work experience
  • Proficient with MS Office Suite
  • Exceptional customer service.
  • Strong attention to detail.
  • Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks.
  • Demonstrates a sense of urgency and a proactive approach to meeting service requirements.
  • Strong analytical and critical thinking ability
  • Ability to maintain a high level of confidentiality
  • Excellent verbal and written communication skills
  • Detail oriented with excellent organizational skills


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), continuing education, pet insurance, mental health resources, etc.
  • Employee Stock Purchase Plan

  • Inside Commercial Sales Representative

    1 month ago

    Milwaukee, United States Auer Steel & Heating Supply Full time

    Job DescriptionJob DescriptionWe are currently hiring an Inside Commercial Sales Representative to work in our Milwaukee, WI location. This position is best suited for an organized, responsible, and detail-oriented individual who is looking for a career within a well-established company.WHAT DOES THIS POSITION DO?As an Inside Commercial Sales Representative,...

  • Account Representative, Aerospace

    1 month ago

    Milwaukee, United States Alchemy Global Talent Solutions Full time

    A great opportunity has arisen with a well established Aerospace & Defense organisation who are looking for an Account Representative, Aerospace to join their team based in Milwaukee, WI on a hybrid basis.The main purpose of the account representative is to support the development of new and existing clients to ensure the team meets regional...

  • Account Representative, Aerospace

    1 month ago

    Milwaukee, United States Alchemy Global Talent Solutions Full time

    A great opportunity has arisen with a well established Aerospace & Defense organisation who are looking for an Account Representative, Aerospace to join their team based in Milwaukee, WI on a hybrid basis.The main purpose of the account representative is to support the development of new and existing clients to ensure the team meets regional...

  • Account Representative, Aerospace

    5 days ago

    Milwaukee, United States Alchemy Global Talent Solutions Full time

    A great opportunity has arisen with a well established Aerospace & Defense organisation who are looking for an Account Representative, Aerospace to join their team based in Milwaukee, WI on a hybrid basis.The main purpose of the account representative is to support the development of new and existing clients to ensure the team meets regional...

  • Estimator – Commercial Construction

    4 weeks ago

    Milwaukee, United States Educated Solutions Corp Full time

    This is an exciting opportunity to join our growing client’s team as Commercial Estimator. They are a commercial property and multi-family restoration team, with headquarters in Downtown Milwaukee. This is a direct hire position with 1st shift hours M-F, pays $40-$50+/hour based on relevant experience, and full benefits health/dental/vision insurance, PTO,...

  • Estimator Commercial Construction

    1 week ago

    Milwaukee, United States Educated Solutions Corp Full time

    This is an exciting opportunity to join our growing clients team as Commercial Estimator. They are a commercial property and multi-family restoration team, with headquarters in Downtown Milwaukee. This is a direct hire position with 1st shift hours M-F, pays $40-$50+/hour based on relevant experience, and full benefits health/dental/vision insurance, PTO,...

  • Estimator – Commercial Construction

    5 days ago

    Milwaukee, United States Educated Solutions Corp Full time

    This is an exciting opportunity to join our growing client’s team as Commercial Estimator. They are a commercial property and multi-family restoration team, with headquarters in Downtown Milwaukee. This is a direct hire position with 1st shift hours M-F, pays $40-$50+/hour based on relevant experience, and full benefits health/dental/vision insurance, PTO,...

  • Account Representative Entry Level

    2 weeks ago

    Milwaukee, United States Total Quality Logistics Full time

    About the role: As an Account Representative for TQL, you will be responsible for supporting and working with an established Sales Team to drive revenue. You will start your career in an accelerated training program to learn the industry and TQL's culture. Once training is complete, you will become the dedicated Account Representative focused on identifying...

  • Commercial accounts for Janitorial contractors

    3 days ago

    Milwaukee, United States City Wide Facility Solutions Full time

    WE ARE SEEKING EXPERIENCED AND DEPENDABLE INDEPENDENT CONTRACTORS TO PROVIDE JANITORIAL SERVICES IN MILWAUKEE. WE ARE NOT HIRING EMPLOYEES. INDEPENDENT CONTRACTORS ONLY.City Wide Facility Solutions has been keeping commercial properties in SE Wisconsin looking their best for over 7 years. We offer janitorial and 30 additional maintenance services for our...

  • Commercial Sales Representative

    4 days ago

    Milwaukee, United States MMG - Milwaukee Marble & Granite Full time

    Job DescriptionJob DescriptionMMG is one of Wisconsin’s premier countertops & cabinets service & product providers. We are looking for an enthusiastic, motivated and experienced individual to focus on Commercial sales & customer relationship development and support to join our team. Applicants must have ability and value working in a fast-paced,...

  • Maintenance Hub Representative

    2 weeks ago

    Milwaukee, United States Air Wisconsin Airlines Corporation Full time

    Operating as a regional airline in the United States, Air Wisconsin Airlines performs flying services for American Airlines as American Eagle throughout the Midwest and East Coast, operating CRJ-200 regional jets. Our exceptional team is dedicated to making our travelers' experiences safe and pleasant. With general direction and supervision from the...

  • Patient Account Representative

    3 weeks ago

    Milwaukee, United States Pride Health Full time

    Job DescriptionJob DescriptionPatient Account Representative Pride Health is seeking Insurance Auth Rep for one of the large health systems based out of West Allis, WI 53227.Job Title – Insurance Auth RepLocation – West Allis, WI 53227Length of Assignment – 4 months (With Possible extension)Shift – Mon-Fri; 8am-4:30pmPay Range - - $20.00/hr. to...

  • Commercial Relationship Manager

    1 week ago

    Milwaukee, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10...

  • Commercial Relationship Manager

    2 weeks ago

    Milwaukee, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10...

  • Maintenance Hub Representative

    1 week ago

    Milwaukee, United States Air Wisconsin Airlines Full time

    Operating as a regional airline in the United States, Air Wisconsin Airlines performs flying services for American Airlines as American Eagle throughout the Midwest and East Coast, operating CRJ-200 regional jets. Our exceptional team is dedicated to making our travelers experiences safe and pleasant.With general direction and supervision from the...

  • Maintenance Hub Representative

    2 weeks ago

    Milwaukee, Wisconsin, United States Air Wisconsin Airlines Full time

    Operating as a regional airline in the United States, Air Wisconsin Airlines performs flying services for American Airlines as American Eagle throughout the Midwest and East Coast, operating CRJ-200 regional jets. Our exceptional team is dedicated to making our travelers experiences safe and pleasant.With general direction and supervision from the...

  • Commercial Property Manager

    2 weeks ago

    Milwaukee, United States LHH Full time

    LHH is searching for a Commercial Property Manager for one of our clients here in the Milwaukee area. This person will be managing a large complex of A rated buildings in the greater Milwaukee area.Duties:Manage all aspects of assigned properties.Strong understanding of financial reports, basic business fundamentals, including P&L management and CAM...

  • Commercial Property Manager

    5 days ago

    Milwaukee, United States LHH Full time

    LHH is searching for a Commercial Property Manager for one of our clients here in the Milwaukee area. This person will be managing a large complex of A rated buildings in the greater Milwaukee area.Duties:Manage all aspects of assigned properties.Strong understanding of financial reports, basic business fundamentals, including P&L management and CAM...

  • Commercial Property Manager

    4 weeks ago

    Milwaukee, Wisconsin, United States GROUP II Full time

    One of Milwaukee's premier Commercial Real Estate/Property Management companies is adding a Property Manager to their team. This person will be managing a large complex of A rated buildings in the greater Milwaukee area.Duties include:Manage all aspects of assigned properties. Design business plans for assigned properties to suit customer's needs. Inspect...

  • Senior Financial Analyst, Commercial

    10 hours ago

    Milwaukee, United States Elkay Full time

    Elkay Senior Financial Analyst, Commercial Milwaukee , Wisconsin Apply Now Zurn Elkay Water Solutions Corporation is a thriving, values-driven company focused on doing the right things. We’re a fast growing, publicly traded company (NYSE: ZWS), with an enduring reputation for integrity, giving back, and providing an engaging, inclusive environment where...