Commercial Lines Account Manager
Brown & Brown, West Palm Beach, FL, United States
Overview
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown
is seeking a
Commercial Lines Account Manager
to join our growing team in
West Palm Beach, FL . The Account Manager is responsible for retention and client relationship management of our larger commercial accounts. This book of business includes a mix of industries such as construction, hotels, manufacturers, and distributors. The selected candidate will be able to multi-task and have a strong working knowledge of the Florida insurance marketplace. The Account Manager must be familiar with all aspects of insurance services, including renewal processing and policy analysis.
Responsibilities
Work with Large Commercial clients to provide exceptional customer service
Maintain working knowledge of Commercial Lines procedures
Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments
Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments
Oversee requests for endorsements and control and preparation of binders, certificates, invoices, automobile identification cards, and similar items
Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate
Maintain account files, ensuring documents are filed in the correct sections when not documented via automated databases
Assist in clearing omitted items, account differences, and commission differences
Coordinate premium financing needs with the Accounting Department
Keep producers informed
Correspond with markets and clients, accompanying producers on visits as requested
Responsible for marketing assigned accounts, obtaining and evaluating quotations, and determining and recommending markets
Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy
Maintain knowledge of approved rates by the respective carriers and be able to explain the rating of any policy
Negotiate with company underwriters
Licenses And Certifications
2-20 license required with a strong interest in obtaining other insurance designation
Skills & Experience To Be Successful
5+ years in an independent agency setting servicing commercial accounts and marketing renewals
Strong knowledge of Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.)
Excellent verbal and written communication skills
Ability to read, analyze, and interpret insurance policies, coverages, documents and regulations
Ability to write reports and business correspondence
Ability to establish rapport, present information and respond to questions from managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, commissions, premiums and percentages
Ability to solve practical problems and deal with a variety of concrete variables
Bachelor's Degree highly preferred
Bilingual Spanish or other languages is a PLUS
Teammate Benefits & Total Well-Being
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
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
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”.
#J-18808-Ljbffr
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown
is seeking a
Commercial Lines Account Manager
to join our growing team in
West Palm Beach, FL . The Account Manager is responsible for retention and client relationship management of our larger commercial accounts. This book of business includes a mix of industries such as construction, hotels, manufacturers, and distributors. The selected candidate will be able to multi-task and have a strong working knowledge of the Florida insurance marketplace. The Account Manager must be familiar with all aspects of insurance services, including renewal processing and policy analysis.
Responsibilities
Work with Large Commercial clients to provide exceptional customer service
Maintain working knowledge of Commercial Lines procedures
Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments
Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments
Oversee requests for endorsements and control and preparation of binders, certificates, invoices, automobile identification cards, and similar items
Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate
Maintain account files, ensuring documents are filed in the correct sections when not documented via automated databases
Assist in clearing omitted items, account differences, and commission differences
Coordinate premium financing needs with the Accounting Department
Keep producers informed
Correspond with markets and clients, accompanying producers on visits as requested
Responsible for marketing assigned accounts, obtaining and evaluating quotations, and determining and recommending markets
Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy
Maintain knowledge of approved rates by the respective carriers and be able to explain the rating of any policy
Negotiate with company underwriters
Licenses And Certifications
2-20 license required with a strong interest in obtaining other insurance designation
Skills & Experience To Be Successful
5+ years in an independent agency setting servicing commercial accounts and marketing renewals
Strong knowledge of Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.)
Excellent verbal and written communication skills
Ability to read, analyze, and interpret insurance policies, coverages, documents and regulations
Ability to write reports and business correspondence
Ability to establish rapport, present information and respond to questions from managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, commissions, premiums and percentages
Ability to solve practical problems and deal with a variety of concrete variables
Bachelor's Degree highly preferred
Bilingual Spanish or other languages is a PLUS
Teammate Benefits & Total Well-Being
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
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
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”.
#J-18808-Ljbffr