Commercial Lines Account Manager

Bridge Specialty Group•Meridian, ID

4d•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 Commercial Lines Account Manager to join our growing team in Meridian, ID . The Commercial Lines Account Manager delivers exceptional client service while managing and supporting a portfolio of commercial insurance accounts. This role serves as a primary point of contact for clients, carriers, and internal teams — handling policy servicing, account management, and supporting new business and renewal activities.

Requirements

Active Property & Casualty (P&C) license.
3+ years of commercial lines account management.
Strong customer service mindset with excellent communication skills.
High attention to detail and ability to multitask in a fast-paced environment.
Strong organizational and time management skills.
Proficiency with Microsoft Office and agency management systems.
Ability to service within modern tech-centric agency management systems.

Nice To Haves

Equivalent work experience or equivalent college degree.
Experience in commercial insurance markets and carrier relationships.
Experience supporting marketing, renewals, or new business placement.

Responsibilities

Serve as a primary contact for client inquiries, providing timely , professional, and high-quality service .
Manage inbound and outbound phone call service requests , and day-to-day service requests including policy changes, endorsements, certificates, ID cards, and coverage questions .
Support clients with billing questions, payment processing, and premium collection .
Develop and maintain strong client relationships to support retention and long-term partnerships .
Prepare, review, and process insurance documents including certificates of insurance, binders and endorsements, and renewal accords /supplementals and proposals.
Maintain accurate client records in agency management systems, including updates, file documentation, and tracking open items .
Collect and analyze client exposure data and assist in identifying coverage gaps .
Verify invoicing accuracy and assist with premium finance agreements and accounting-related items .
Manage mid-term policy changes and assist with renewal strategy and stewardship reviews .
Identify opportunities for additional coverage to mitigate uninsured or underinsured exposures .