Senior Account Manager, Commercial Lines

Overview

The primary role of the Senior Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. The SAM should have a deep understanding of coverage and insurance programs, but their focus includes significant system activity and communication with the client via email, phone, or in person. The SAM is a key member of the client team and provides direction to any third-party vendors responsible for the account.
Responsibilities

Execute renewal strategies with Producer/AE, including market selection, claims analysis, exposure gathering, and end-to-end placement (submission through binding).
Manage a portfolio of accounts, producing high‑quality submissions, loss exhibits, proposals, and supporting marketing efforts.
Serve as primary client contact, resolving daily inquiries, managing policy changes, and delivering responsive, high‑touch service.
Coordinate service operations including certificates, invoicing, endorsements, audits, and vendor/associate workflows.
Maintain accurate system‑of‑record data, ensuring all communications, documentation, and compliance standards are consistently met.
Support risk and claims activity, including basic contract reviews, loss run retrieval, claim reporting guidance, and large‑claim coordination.
Oversee billing and accounting processes, including policy setup, invoice requests, A/R follow‑up, discrepancy resolution, and client refunds.
Strengthen carrier/wholesaler partnerships, support retention and new business goals, drive market strategy initiatives, and uphold compliance and corporate engagement.
Qualifications

5+ years of experience in a Property & Casualty brokerage environment.
Hold Insurance licenses as required by the Company.
Deep technical knowledge of Property & Casualty business.
Understanding of agency processes and procedures.
Strong understanding of Agency Management systems.
Knowledge of loss sensitive, alternative risk transfer, & self‑insured retentions programs.
Ability to manage the demands of a fast‑paced work environment, adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure.
Proficient in prolonged screen time and repetitive motions such as typing and mouse use in a standard office environment.
Regular phone communication is essential; ability to make and receive calls as part of daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner.
Equal Opportunity

Brown & Brown, Inc. is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics.

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