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Commercial Lines Account Manager

2 months ago

Ocala, Florida, United States Brown & Brown Insurance Full time
About the Role

We are seeking a highly skilled and motivated Commercial Lines Account Manager to join our team at Brown & Brown Insurance. As a key member of our team, you will be responsible for servicing new and existing accounts, providing support to our team in maintaining and expanding assigned accounts.

Key Responsibilities
  • Enter all required data into our agency management system to maintain current file data on all assigned accounts.
  • Maintain client files per agency guidelines as established by our company's carriers.
  • Prepare exposure checklists on renewal accounts indicating coverage in force and known exposures.
  • Prepare renewal submissions including all attachments and supplements; work closely with our Marketing Department during the 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 a follow-up (diary) system for correspondence and requests.
  • Prepare premium billings and invoices on a timely basis. Reconcile agency bill items for insured as necessary to collect premium.
  • Develop and maintain favorable relationships with underwriters, clients, and producers.
  • Maintain knowledge of various carriers' rating plans and programs.
  • Review WIC experience modification factor.
  • 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 an active suspense file on all claims until closed.
  • Maintain the license as required by law and all continuing education required.
  • Perform other duties as assigned.
Requirements
  • High school diploma or equivalent
  • 2-20 Property and Casualty license (or obtained within 90 days within hire)
  • Excellent verbal and written communication skills
  • Organizational and prioritizing skills
  • Professional demeanor, positive attitude
  • Experience with personal computers and related software (Microsoft Word, Excel); proficient typing skills
  • Strong ability to multi-task/manage multiple projects and communities
  • 3-5 years customer service experience
Preferred Qualifications
  • 3-5 years insurance experience
  • 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

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.