Commercial Account Manager
About The Position
Brown & Brown is seeking a Commercial Account Manager to join its team in Walnut Creek, California. The Account Manager serves as the primary client contact for an assigned book of business and works autonomously using extensive insurance knowledge. The role builds and strengthens client relationships, identifies risks, and coordinates resources to resolve underwriting, policy, accounting, and claims issues. The position manages commercial insurance accounts from renewal through day-to-day service, including obtaining carrier quotes and claims experience, submitting renewal information, preparing coverage reviews, binding coverage according to client instructions, and supporting producers with new business implementation. It also includes policy servicing, account quality control, receivables, administrative work, communication about account status, and contributing to the development of Technical Assistants.
Requirements
- High school diploma or equivalent.
- Active Property & Casualty (P&C) license.
- Proficiency with Microsoft Office Suite.
- Attention to detail, with emphasis on accuracy and quality.
- Exceptional verbal and written communication skills.
- Exceptional customer service skills.
- Ability to enjoy routine work while remaining flexible in response to changing tasks and priorities.
- Ability to work autonomously and demonstrate extensive knowledge and understanding of the insurance field.
Nice To Haves
- Bachelor’s degree.
- Extensive commercial insurance customer service experience.
- Five or more years of experience in a similar position.
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 liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications, and ordering documents needed for renewal.
- 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 and respond to customer questions about commercial policy coverages.
- Renew commercial policies by providing ID cards, binders, policies, and certificates.
- Monitor and process quality control procedures on each commercial account.
- Use the Agency Management System to create activities and attachments for each commercial account.
- 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.
- Build, expand, and solidify client relationships and coordinate appropriate resources to address client needs.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Employee stock purchase plan (ESPP)
- 401(k)
- Student loan assistance
- Tuition reimbursement
- Free mental health and enhanced advocacy services
- Paid time off
- Paid holidays
- Preferred partner discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
