Commercial Lines Account Manager

Brown & Brown InsuranceFort Lauderdale, FL
Onsite

About The Position

Brown & Brown is seeking a Commercial Lines Account Manager to join their growing team in Fort Lauderdale, FL. This role is responsible for the retention and client relationship management of larger commercial accounts across various industries including construction, hotels, manufacturers, and distributors. The ideal candidate will possess strong multitasking abilities and a thorough understanding of the Florida insurance marketplace, including all aspects of insurance services such as renewal processing and policy analysis. The Account Manager collaborates with the Commercial Producer (Sales Agent) to strategize account development, enhance longevity and profitability, and leverage company resources to deliver client solutions. This position involves managing and maintaining all aspects of commercial lines accounts.

Requirements

  • 5+ years' in an independent agency setting servicing commercial accounts and marketing renewals
  • Strong knowledge of Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.) is essential for position.
  • Excellent verbal and written communication skills.
  • Ability to read, analyze, and interpret insurance policies, coverages, documents and regulations.
  • Ability to write reports and business correspondence.
  • Ability to effectively establish rapport, present information and respond to questions from managers, clients, customers, and the general public.
  • Ability to calculate figures and amounts such as discounts, commissions, premiums and percentages.
  • Ability to solve practical problems and deal with a variety of concrete variables.
  • 2-20 license required

Nice To Haves

  • Strong interest in obtaining other insurance designation.
  • Bachelor's Degree highly preferred
  • Bilingual Spanish or other languages is a PLUS!

Responsibilities

  • Work with Large Commercial clients to provide exceptional customer service.
  • Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments.
  • Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.
  • Oversee the requests for endorsements, and control and preparation of binders, certificates, invoices, automobile identification cards, and similar items.
  • Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate.
  • Maintain account files, overseeing that documents are placed into appropriate sections when not documented via automated database.
  • Assist in clearing omitted items, account differences, and commission differences.
  • Coordinate premium financing needs with Accounting Department.
  • Keep producers informed.
  • Correspond with markets and clients, accompanying producers on visits as requested.
  • Responsible for the marketing of assigned accounts, obtaining and evaluating quotations, and determining and recommending markets.
  • Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy.
  • Maintain knowledge of approved rates by the respective carriers, and be able to explain the rating of any policy.
  • Negotiate with company underwriters.

Benefits

  • Medical/Rx
  • Dental
  • Vision
  • Life Insurance
  • Disability Insurance
  • ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Free Mental Health & Enhanced Advocacy Services
  • Paid Time Off
  • Holidays
  • Preferred Partner Discounts
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