Commercial Lines Account Manager - Small Business

Brown & Brown Insurance•Remote - Illinois, IL

About The Position

Brown & Brown is seeking a Commercial Lines Account Manager – Small Business to join its team in Chicago, Illinois. The Account Manager handles day-to-day client service requirements for an assigned book of business, which may also have a Producer or Account Executive responsible for overall service, placement, and business development. The role involves substantial system activity and communication with clients by email and phone, with accountability for following corporate initiatives, processes, and procedures and maintaining the integrity of system-of-record data.

Requirements

  • At least 2 years of experience in a Property & Casualty brokerage environment.
  • Knowledge of Property & Casualty business.
  • Ability to follow process and procedure guidance.
  • Analytical and problem-solving abilities.
  • Ability to display tact and poise under pressure when working through issues.
  • Good communication, interpersonal, and negotiation skills.
  • Ability to work efficiently in teams.
  • Hold, or be willing to obtain, insurance licenses as required by the company.

Responsibilities

  • Participate, at the direction of the Producer or Account Executive, in renewal strategy discussions, including market selection, claims reviews, and exposure gathering.
  • Manage a renewal book of business, including creating submissions and supporting placement, proposals, and binding.
  • Assist with drafting exposure-gathering information, loss exhibits, submissions, and proposals.
  • Obtain loss runs or policy documentation from carrier websites as needed.
  • Serve as the primary recipient of daily client questions and change requests, including requests forwarded by the Producer or Account Executive.
  • Update the system of record to accurately document conversations, communications, and policy documentation.
  • Process monthly, quarterly, or annual audits and monthly reports as received.
  • Handle non-complex contract reviews.
  • Support claims management by instructing clients to report losses directly to carriers or providing claims reporting and support for ongoing large claims.
  • Set up policies in the system of record with pertinent billing information.
  • Request invoices for agency-billed policies in accordance with corporate guidelines.
  • Respond promptly to Accounting requests for information, including carrier discrepancies and cash application matters.
  • Coordinate with partner carriers and intermediaries so renewals are placed with suitable markets.
  • Implement the “Fewer & Stronger” market consolidation initiative, leveraging RSC buying power and seeking the best terms and conditions for clients.
  • Engage in corporate initiatives as required for the role.
  • Help foster accountability and collaboration and recognize strong performance.

Benefits

  • Medical/Rx, dental, vision, life, and disability insurance.
  • Employee stock purchase plan (ESPP), 401(k), student loan assistance, and tuition reimbursement.
  • Free mental health and enhanced advocacy services.
  • Paid time off and holidays.
  • Preferred partner discounts.
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