Commercial Lines Account Manager

4 days ago

Madison, United States Brown & Brown Insurance Full time

Job Description

Bridge Specialty Group is Seeking a Commercial Account Manager to join our growing team in Madison, WI working with American Risk Management Associates Insurance Agency. Experience working with Environmental Insurance is a plus


This role will support a variety of administrative and sales tasks, which involve building and maintaining client relationships, processing changes accurately, and leveraging insurance knowledge for effective communication.


The commercial account manager also focuses on maintaining data integrity of our systems Salesforce and Applied Epic, following established processes, and collaborating with brokers and other departments. Strong interpersonal skills are emphasized, emphasizing effective communication within the team and with clients. The ideal candidate possesses at least 4 years of insurance commercial account management experience, proficiency in Microsoft Office 365 and Adobe Acrobat, adaptability to new computer functions, and a proactive and detail-oriented approach to tasks. The ability to work both independently and collaboratively in a fast-paced environment is essential for success in this role.


How You Will Contribute

  • Works with their Producer, service team, and other internal departments to plan, execute, and track customized service strategy for each client
  • Handles insurance quotes and proposals, providing summary of programs, options, and other specifics to help clients in making purchasing decisions
  • Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings
  • Analyzes risk, coverage, program structure and recommends options
  • Executes coverage and program changes
  • Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
  • Works with service team to effectively manage and oversee new business and renewal processes by following ARMR procedures and protocols
  • Assembles submissions for underwriters based on information gathered from clients related to their exposures, lines of coverage needed, etc.
  • Communicates with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients
  • Consistently follows ARMR procedures and protocols related to service
  • Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence

Skills & Experience to Be Successful

  • 4+ years of Insurance account management experience with an emphasis on environmental insurance a plus
  • 4+ years of Insurance experience working with Excess & Surplus lines
  • Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat
  • Adaptable to new computer functions and processes
  • Works well in high-demand and fast-paced environment
  • Able to work independently as well as work cooperatively in a team environment


This role will pay $50 - 70k on an annual basis with the ability to earn a potential quarterly bonus based on production

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