Commercial Lines Account Manager

Brown & Brown Insurance • Syracuse, NY

4d • $29 - $38

About The Position

Brown & Brown is seeking a Commercial Lines Account Manager to join its team in Syracuse, New York. The role works closely with producers and Commercial Lines Customer Service Representatives to service new and existing accounts, support agency sales goals and service standards, and retain assigned commercial accounts through marketing responsibilities.

Requirements

• High school degree or equivalent.
• Proficient knowledge of the Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher, with the ability to create, edit, and merge documents such as letters, spreadsheets, and labels.
• Valid Insurance Producer license in good standing for the authorities needed to service the assigned book of business, or ability to obtain one within 90 days of hire.

Nice To Haves

• CPCU and/or CIC designation.
• College degree in a business-related field.
• 1–2+ years of insurance experience or experience in a related field.

Responsibilities

• Develop a full working knowledge of Commercial Lines procedures.
• Handle client requests for information, endorsements, forms, and rates; review them for accuracy and recommend changes or amendments.
• Oversee endorsement requests and the preparation and control of binders, certificates, invoices, automobile identification cards, and similar items.
• Review suspense items regularly and re-suspend or handle them as appropriate.
• Maintain account files and ensure documents are placed in the appropriate sections of the automated database.
• Order cancellations when requested or required.
• Assist with clearing unbilled items, account differences, and commission differences.
• Coordinate premium financing needs with the Accounting Department.
• Keep producers informed of actual or potential problems.
• Correspond with markets and clients, and accompany producers on visits as requested.
• Market assigned accounts by obtaining and evaluating quotations and determining and recommending markets.
• Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy.
• Maintain knowledge of carrier-approved rates and be able to explain policy ratings.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Employee stock purchase plan (ESPP)
• 401(k)
• Student loan assistance
• Tuition reimbursement
• Free mental health and enhanced advocacy services
• Paid time off
• Paid holidays
• Preferred partner discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED