Client Account Manager Sr.

Brown & Brown Insurance•Bowling Green, KY

23h•Onsite

About The Position

Brown & Brown is seeking a Client Account Manager Sr. to join their growing team in Columbia, KY. This role is responsible for managing and servicing a book of business by handling policy processing, renewals, client relationships, coverage analysis, compliance documentation, and identifying opportunities to enhance coverage and support account growth. The company culture rewards self-starters and those committed to customer satisfaction.

Requirements

Valid Insurance Producer license.
Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
Proficient knowledge in Microsoft Windows environment, including Word, Excel, Power Point, and Publisher.
Able to create, edit, and merge letters, spreadsheets, labels, etc.
Proficient knowledge use of office equipment (including copy machines, printers, faxes, binding machine, etc.).
5+ years’ experience in the insurance industry, or a related field.

Nice To Haves

College Degree in a business-related field

Responsibilities

Manage the day-to-day account management of an assigned book of business, including processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
Build courteous and successful relationships with clients, vendors and carriers to improve client retention.
Identify gaps in coverage and consult leadership or producer of options to advise the client.
Manage the renewal process for all assigned clients with the producer, including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating renewal pricing, and preparing renewal proposals and binders.
Review internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
Assist in growing the assigned book of business through account rounding and referrals.
Document renewal, sales, and insurance operations compliance documents into the sales management database.
Perform other duties as assigned.