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

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