Commercial Lines Account Manager
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 Rocky Hill, CT! The Commercial Lines Account Manager services and retains an assigned book of business while partnering with Producers on new and renewal accounts. This role builds strong client relationships, resolves service and coverage issues, and ensures accurate documentation in the agency management system. Key responsibilities include handling daily inquiries, processing mail and tasks, preparing invoices, supporting the marketing and renewal process, and reviewing necessary reports to keep accounts up to date How You Will Contribute: Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues. Manage and retain existing book of business. Continuously achieve all audit and performance standards as outlined by leadership. Follow-up to address customer needs and resolve any problems or issues. Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements. Process daily mail and tasks, including faxes and e-mail, for assigned accounts. Answer and process all telephone requests for assigned accounts. Prepare billings and/or invoices on a timely basis. In conjunction with the Producer, manage ICR process. Responsible for the end-to-end client service process such as marketing and updating agency management system with final required documents.
Requirements
- Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
- High school diploma
- Proficient with MS Office Suite
- Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc.)
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
Nice To Haves
- Associate or bachelor’s degree (Preferred)
- 2+ years of experience functioning in Commercial Lines department at an agency or company level (Preferred)
- Strong technical knowledge of the industry of expertise currently being targeted.
Responsibilities
- Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues.
- Manage and retain existing book of business.
- Continuously achieve all audit and performance standards as outlined by leadership.
- Follow-up to address customer needs and resolve any problems or issues.
- Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements.
- Process daily mail and tasks, including faxes and e-mail, for assigned accounts.
- Answer and process all telephone requests for assigned accounts.
- Prepare billings and/or invoices on a timely basis.
- In conjunction with the Producer, manage ICR process.
- Responsible for the end-to-end client service process such as marketing and updating agency management system with final required documents.
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
