Small/Middle Market Business Account Manager
Brown & Brown, Daytona Beach, FL, United States
Small/Middle Market Business Account Manager
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. This role provides commercial lines support in maintaining, expanding, and servicing assigned accounts. How you will contribute: Develop and maintain strong technical knowledge of commercial lines coverages and rating including the license as required by law and all continuing education required Independently manage large book with larger and/or more complex accounts Maintain favorable relationship with customers and producers Enter all required data into agency management system to maintain current file data on all assigned accounts, and properly document all conversations and confirm to insured all actions taken at their request Prepare renewal submissions including all attachments and supplements; work closely with Marketing department during renewal process Present or co-present renewal proposal to insured Write additional lines of coverage (flood, wind, etc.) as needed Prepare and/or review: binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations for delivery to insured Validate coverages and premiums charged on policies, endorsements, audits and cancellations and collect premium payments within 10 days Maintain follow up (diary) system for correspondence and requests Review property and casualty losses with claims manager, producer, and customer as needed Perform clerical functions including but not limited to answering phones, proofreading, photocopying documents, and responding in a timely fashion to email correspondence Perform other duties as assigned Licenses and Certifications: Florida License 2-20 or equivalent resident license Skills & Experience to be Successful: Associate's or Bachelor's degree in a business or financial related discipline (preferred) Insurance Designation e.g. AAI (preferred) Minimum education required Proficient with MS Office Suite Exceptional telephone demeanor Ability to maintain a high level of confidentiality 3-5 years of experience in a similar position Teammate Benefits & Total Well-Being: We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. The Power To Be Yourself: As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself". We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world's largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammatesnot employees, and leadersnot managers. Everything we do is about the greater "WE"never "me." While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared missionalways doing what is best for our customers.
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. This role provides commercial lines support in maintaining, expanding, and servicing assigned accounts. How you will contribute: Develop and maintain strong technical knowledge of commercial lines coverages and rating including the license as required by law and all continuing education required Independently manage large book with larger and/or more complex accounts Maintain favorable relationship with customers and producers Enter all required data into agency management system to maintain current file data on all assigned accounts, and properly document all conversations and confirm to insured all actions taken at their request Prepare renewal submissions including all attachments and supplements; work closely with Marketing department during renewal process Present or co-present renewal proposal to insured Write additional lines of coverage (flood, wind, etc.) as needed Prepare and/or review: binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations for delivery to insured Validate coverages and premiums charged on policies, endorsements, audits and cancellations and collect premium payments within 10 days Maintain follow up (diary) system for correspondence and requests Review property and casualty losses with claims manager, producer, and customer as needed Perform clerical functions including but not limited to answering phones, proofreading, photocopying documents, and responding in a timely fashion to email correspondence Perform other duties as assigned Licenses and Certifications: Florida License 2-20 or equivalent resident license Skills & Experience to be Successful: Associate's or Bachelor's degree in a business or financial related discipline (preferred) Insurance Designation e.g. AAI (preferred) Minimum education required Proficient with MS Office Suite Exceptional telephone demeanor Ability to maintain a high level of confidentiality 3-5 years of experience in a similar position Teammate Benefits & Total Well-Being: We go beyond standard benefits, focusing on the total well-being of our teammates, including: Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. The Power To Be Yourself: As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself". We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world's largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammatesnot employees, and leadersnot managers. Everything we do is about the greater "WE"never "me." While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared missionalways doing what is best for our customers.