Commercial Account Manager

Bridge Specialty Group • Walnut Creek, CA

7d

About The Position

Brown & Brown is seeking a Commercial Account Manager in Walnut Creek, California. The Account Manager serves as the main client contact for an assigned book of business and works autonomously using extensive insurance knowledge. The role builds and strengthens client relationships and coordinates appropriate resources to address client needs, including risk identification and underwriting, policy, accounting, and claims issues.

The position manages commercial insurance accounts and renewals, supports Producers with new business implementation, and handles day-to-day account administration. It also includes managing receivables and mail, maintaining account records in the Agency Management System, communicating account status, and contributing to the development of Technical Assistants.

The stated hourly pay range is $38.00–$44.00. Benefits include health, financial, mental health and wellness, and other offerings; eligibility criteria and offerings may vary.

Requirements

• Active Property & Casualty (P&C) license.
• High school diploma or equivalent.
• Proficiency with the MS Office Suite.
• Attention to detail, with emphasis on accuracy and quality.
• Exceptional verbal and written communication skills.
• Exceptional customer service skills.
• Ability to handle routine work while remaining flexible when tasks or priorities change.
• At least 5 years of experience in a similar position.

Nice To Haves

• Bachelor’s degree preferred.
• Extensive commercial insurance customer service experience preferred.

Responsibilities

• Lead the renewal process by obtaining quotes and claims experience from carriers, directly or indirectly.
• Assist Producers with new business calls and implementation for newly assigned accounts.
• Act as a liaison between Producers and clients by obtaining exposure and operations updates, receiving renewal applications, and ordering documents for renewals.
• Handle a diverse range of Commercial Lines insurance products.
• Submit complete and accurate renewal information to incumbent carriers.
• Prepare Insurance Coverage Review documents.
• Bind coverage with carriers according to client instructions.
• Manage assigned client accounts day to day, including discussing commercial coverages with customers and renewing policies by providing ID cards, binders, policies, and certificates.
• Monitor and process quality-control procedures for each commercial account.
• Use the Agency Management System to create activities and attachments for commercial accounts.
• Manage all aspects of assigned accounts and communicate account status with PCL.
• Manage accounts receivable for the designated book of business.
• Process daily mail and perform daily administration for the designated book of business.
• Contribute to the development of Technical Assistants.

Benefits

• Medical/Rx, dental, vision, life, and disability insurance.
• Employee Stock Purchase Plan (ESPP).
• 401(k).
• Student loan assistance.
• Tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED