Commercial 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.
Brown & Brown is seeking a Commercial Account Manager to join our growing team! The Commercial Account Manager functions in a support capacity to the Producer by performing duties requiring a high degree of technical expertise. This position requires the ability to work autonomously in performing duties requiring extensive knowledge and understanding of the insurance field. This position is characterized by the exercise of discretion and independent judgment in organizing, scheduling and performing the work generated by the portion of the book of business you have been assigned to. Responsible for day-to-day direction of Technical Assistants.
This position works in concert with the producer to develop new business opportunities and provides high level renewal support, including renewal and new business client facing meetings. Work to develop strategic support to the sales producer in order to create midyear coverage reviews and proactive communications to enhance the client experience.
Essential Duties and Functions: Oversee assigned book of business in accordance with Brown & Brown policies and procedures.
Participate in Monthly New/Renewal Meetings
Renewal Processing
Create renewal submissions - Coordinate process
Request updated underwriting information
Market/Submit for quotes
Initiate Renewal (bind, binders, invoice and bind letter)
New Business Processing
Draft/set-up applications from producer
Market/Submit for quote
Request from client a cert holder list to give to TA prior to effective date.
Initiate new business (bind, binders, invoice and bind letter)
Provide TA with binding request, policy number and writing company in order for the TA to process the certs and auto ID cards
Mail - Coordinate Processing
Handles routine incoming calls in Producer's absence; answers questions regarding client coverage and limits
Client / Company Requests (receive - coordinate - process)
Producer request for assistance (coordinate process)
Handle all accounting requests
Claims (receive - coordinate - process)
Policy Checking - Schedule of Insurance
Train new TAs on policies and procedures
Final Audits
Certificates (receive - review - coordinate)
Identify on Suspense list what action is needed for TA to take
Order MVR's
Follow-up with Producer to ensure Insurance Coverage Review Checklist is completed timely
Informs Producer of unusual activity on accounts
Other duties may be assigned
Planning/organizing - the individual prioritizes and plans work activities and uses time efficiently
Interpersonal skills - the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things
Oral communication - the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills
Written communication - the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information
Problem solving - the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality
Quality control - the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality
Adaptability - the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events
Safety and security - the individual observes safety and security procedures and uses equipment and materials properly
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
Required: High School Diploma
Proficient with MS Office Suite
Active P&C License
Preferred: Bachelor's Degree
1-3 years' experience in similar position

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