Account Representative

Bridge Specialty Group•Milwaukee, WI

About The Position

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 has an exciting opportunity available for an Account Representative supporting our growing team in Milwaukee, WI! The Account Rep. will provide high quality customer service while assisting in the coordination of services between the client and the insurance company. How You Will Contribute : Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries. Responds directly and promptly to client inquiries and requests Ensure policies follow coverages as quoted, proposed and bound. Collect client specification data. Promptly responds to requests for data and questions from clients, underwriters and internal staff. Responsible for new client setup and ongoing client maintenance. Complete premium finance agreement requests and creates premium allocations as needed. Requests and summarizes loss runs, may process claims and provide client advocacy. Meets with clients and team 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.

Requirements

WI P&C insurance license
3+ years of similar experience in the insurance industry, preferably on the brokerage side.
Strong attention to detail and organization skills.
Self-motivated, highly responsive to meeting the needs of our internal and external clients, and exhibits strong communication skills.
Strong computer skills and is able to utilize Microsoft Office products.

Nice To Haves

AMS360 experience preferred.

Responsibilities

Provide support for the P&C service team.
Reviewing binders, policies and endorsements for accuracy
Maintaining files
Creating documents such as specifications, proposals, binders and insurance summaries
Responds directly and promptly to client inquiries and requests
Ensure policies follow coverages as quoted, proposed and bound.
Collect client specification data.
Promptly responds to requests for data and questions from clients, underwriters and internal staff.
Responsible for new client setup and ongoing client maintenance.
Complete premium finance agreement requests and creates premium allocations as needed.
Requests and summarizes loss runs, may process claims and provide client advocacy.
Meets with clients and team 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.
Contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.