Commercial Account Manager

3 weeks ago


Meridian, United States Brown & Brown Insurance Full time

Brown & Brown Insurance is seeking a Commercial Lines Account Manager to join our growing team in Meridian, Idaho

WHAT YOULL DO:

  • Service Agency Bill and Direct Bill accounts
  • Support and assist in training new hires and/or current Teammates
  • Agency bill invoicing, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
  • Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
  • Build successful relationships with clients, vendors, and carriers to improve client retention.
  • Identify gaps in coverage to upsell/cross sell appropriately
  • Manage new business quoting and remarketing renewals process for Direct Bill and Agency Bill
  • Review and document internal compliance and client disclosure requirements, policies, endorsements, etc.
  • Successfully utilize electronic filing cabinet to minimize errors & omissions exposure
  • Certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
  • Actively seek opportunities for upsell and/or cross-selling current customers
  • Follow agency guidelines, policies, and procedure

WHAT YOULL NEED:

  • 1+ years of Commercial Insurance experience required
  • Bachelor's Degree or similar education/work experience
  • Strong technical knowledge of coverage in all Commercial Lines insurance coverage
  • P&C Licensed in Idaho
  • Proficient in Microsoft Office Suite
  • Excellent customer service skills
  • Strong attention to detail, and organizational skills
  • Insurance designation, preferred
  • AMS360 experience required
  • Electronic Filing Cabinet/ImageRight preferred

WHAT WE OFFER:

  • Competitive pay based on experience
  • Excellent growth and advancement opportunities
  • PTO (Paid Time Off)
  • Generous benefits package: health, dental, vision, 401(k), mental health resources, continuous education opportunities, etc.
  • Employee Stock Purchase Plan


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