Commercial Lines Account Manager

Bridge Specialty Group•Charleston, SC

21h•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 an Account Manager to join our growing Commercial Lines team in South Carlonia! The Account Manager manages an assigned book of business by providing exceptional client service and ensuring accurate policy administration. This role builds strong client, carrier, and vendor relationships, identifies coverage needs, ensures compliance with agency standards, and supports business growth through account rounding, referrals, and collaboration with sales and marketing teams.

Requirements

Strong technical knowledge of coverage in all commercial lines insurance coverage
5+ years of service/general agency/company experience
Proficient in Microsoft Office Suite

Nice To Haves

Property & Casualty License, preferred but able to obtain within 120 days of hire
Insurance designation (Strongly preferred)
Experience in Construction preferred
Experience working with AMS 360 (Preferred)

Responsibilities

Manage the daily account management of an assigned book of business, including invoicing, claims reporting and follow-up, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
Oversee the completion of administrative tasks, including issuance of certificates of insurance and auto ID cards and processing policies/endorsements.
Build successful relationships with clients, vendors, and carriers to improve client retention.
Identify gaps in coverage and consult leadership or producer of options to advise our clients.
Support the renewal process for all assigned and prospective clients with the producer, including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing, and preparing the renewal proposal and binders.
Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
Help grow the assigned book of business through account rounding and referrals.
Support marketing and sales teams.
Follow agency guidelines, policies, and procedures.