Commercial Lines Account Manager

Brown & Brown Insurance•Seattle, WA

3d•Onsite

About The Position

Brown & Brown is seeking a Commercial Lines Account Manager to join their growing team in Seattle, WA. This role is built on meritocracy, where the company culture rewards self-starters and those committed to customer best interests. The position involves assisting Producers with new and renewal business placement, preparing and sending ACORD applications to market, and assisting with new business marketing. The Account Manager will provide direct customer service, issue necessary documentation like certificates of insurance and auto ID cards, and compose technical correspondence. A key aspect of the role is translating complex insurance information for client understanding. Responsibilities include compiling applications, negotiating with underwriters, preparing proposals, obtaining additional information from clients or underwriters, and resolving policy and coverage concerns. The ability to communicate negative actions to clients with proposed solutions is essential. The role also involves binding or placing coverage with appropriate carriers, staying current on insurance products and market developments, and maintaining electronic file information in the Agency Management System.

Requirements

High school diploma or equivalent
3-5 years of recent agency experience handling the service of multi-line commercial lines book of business as a generalist
Working knowledge of MS Office (Word, Excel, & Outlook)
Current Washington State Insurance License and appropriate Non-Resident Licenses

Nice To Haves

Professional designation (ACSR, CIC, CPCU, CISR)
Working knowledge of carrier websites
Experience with AMS360 and Image Right

Responsibilities

Assist Producers in the placement of new and renewal business.
Prepare and send Future ACORD applications to market for Renewal indications, per AE/Producer instructions.
Assist with the marketing of New Business.
Provide direct customer service support for commercial lines clients.
Issue appropriate documentation, as needed including certificates of insurance, auto insurance ID cards, etc.
Compose or assist in composition of highly technical or sensitive correspondence.
Ability to translate highly technical information for the client’s understanding.
Compile applications, negotiate with underwriters and prepare proposals for new and renewal business proposals/offerings.
Contact clients and/or underwriters to obtain additional information or answer questions.
Resolve policy and coverage related concerns for clients, insurance carriers, and Producers.
Ability to communicate negative actions to the client, while offering a solution to remedy the situation.
Bind or place coverage with acceptable carriers adhering to appropriate carriers binding authority.
Stay current on company insurance products and offerings.
Be cognizant of developments in the marketplace, including product line offerings, changing insurance consumer trends and needs when advising clients.
Set up and maintain electronic file information in the Agency Management System including data entry and client & policy database maintenance.