Commercial Lines Account Manager

Bridge Specialty Group•Syracuse, NY

About The Position

Brown & Brown is seeking a Commercial Lines Account Manager to join its team in Syracuse, New York. The role works closely with producers and Commercial Lines Customer Service Representatives to service new and existing accounts, meet agency sales goals and service standards, and retain assigned commercial accounts through marketing responsibilities. The Account Manager handles client and policy service requests, reviews policy documents for accuracy, coordinates account paperwork and billing matters, and maintains account records. The role is also responsible for marketing assigned accounts, evaluating quotations and markets, and maintaining knowledge of carrier underwriting criteria and rates.

Requirements

High school degree or equivalent.
Proficient knowledge of a Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher.
Ability to create, edit, and merge letters, spreadsheets, labels, and similar materials.
Valid Insurance Producer license in good standing for the states needed to service the assigned book of business, or ability to obtain the required license within 90 days of hire.

Nice To Haves

College degree in a business-related field.
1–2+ years of insurance experience or experience in a related field.
CPCU and/or CIC designation.

Responsibilities

Develop a full working knowledge of Commercial Lines procedures.
Handle client requests for information, endorsements, forms, and rates; review policies, endorsements, forms, and rates for accuracy and recommend changes or amendments.
Oversee endorsement requests and the control and preparation of binders, certificates, invoices, automobile identification cards, and similar items.
Review suspense items regularly and re-suspend or handle them as appropriate.
Maintain account files and ensure documents are placed in the appropriate sections of the automated database.
Order cancellations when requested or required.
Assist in clearing unbilled items, account differences, and commission differences.
Coordinate premium financing needs with the Accounting Department.
Keep producers informed of real or potential problems.
Correspond with markets and clients, and accompany producers on visits as requested.
Market assigned accounts, obtain and evaluate quotations, and determine and recommend markets.
Maintain knowledge of carrier underwriting criteria, deviations, plans, marketing policy, and approved carrier rates; be able to explain policy ratings.
Work with producers and Commercial Lines Customer Service Representatives to service accounts and support agency sales goals, service standards, and retention.