SR Commercial Account Manager

Bridge Specialty Group•Irvine, CA

2d•Onsite

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 is seeking a Sr Commercial Account Manager to join our growing team in Irvine, CA! The Senior Account Manager functions as the main client contact for an assigned book of business containing PCL’s accounts with a high degree of technical expertise. Minimum book size $1,000,000.00 in revenue. This position requires the ability to work autonomously while performing duties requiring extensive knowledge and understanding of the insurance field. This position is responsible for building, expanding and solidifying relationships with clients at all levels with the company and lead appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues, etc.

Requirements

Active P&C License.
High School Diploma or equivalent.
Proficient with MS Office Suite.
Attention to detail with emphasis on accuracy and quality.
Exceptional verbal and written communication skills.
Exceptional customer service skills.
Enjoys routine work, but flexible to respond to change in tasks/priorities.
5+ years’ experience in a similar position.

Nice To Haves

Bachelor’s Degree is preferred and/or extensive commercial insurance customer service experience.

Responsibilities

Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers.
Assisting Producers with any new business calls and implementation of new business for newly assigned accounts as a resource.
Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal.
Handle a diverse range of insurance products in the Commercial Lines arena.
Submit complete and accurate renewal information to the incumbent carrier(s).
Prepare Insurance Coverage Review documents.
Bind coverage with the carrier(s) in accordance with the client’s instructions.
Responsible for the day-to-day account management of client accounts which includes, but not all-inclusive: Speak to customers regarding commercial coverages on their policies.
Renew commercial policies by providing ID cards, binders, policies and certificates.
Monitor and process quality control procedures on each commercial account.
Utilize Agency Management System by creating activities and attachments for each commercial account.
Manage all aspects of assigned accounts.
Communicate with PCL on status of accounts.
Manage accounts receivable on designated book of business.
Process daily mail and perform daily administration of designated book of business.
Contribute to the development of Technical Assistants.