Commercial Lines Account Specialist

Brown & Brown Insurance

1d•$22 - $24

About The Position

Bridge Specialty Group is seeking a Commercial Lines Account Specialist to join its growing team. The position is based in Madison, Wisconsin, with fully remote work considered for qualified candidates. The role is an integral part of the production and service team, providing support to the production team and hands-on service for each account. Organization, accuracy, efficiency, composure, and professional presentation contribute directly to team performance and customer service.

Requirements

At least 2 years of insurance account management experience.
Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat.
Adaptability to new computer functions and processes.
Professional written and verbal communication skills.
Self-motivated and goal-oriented.
Proactive problem-solving skills.
Detail-oriented.

Responsibilities

Support Account Managers, Producers, and other internal employees in meeting ARMR client expectations and standards.
Process changes as needed, check for consistency, and document them in ARMR’s management system, Applied Epic.
Build personalized client relationships through phone, email, and in-person meetings.
Explain coverage terms, program options, and other insurance-related matters to clients as needed.
Work with internal departments to ensure cohesive and timely service execution.
Prioritize workload, client service requests, and business-process service parameters effectively.
Maintain data integrity and meet activity timeliness, quality metrics, and goals.
Maintain accurate and complete client data in agency management systems, including policy details, activities, attachments, and agent/broker details.
Follow servicing workflows and procedures, document client and carrier conversations clearly, take appropriate action, and follow up as requested.
Develop effective working relationships with Producers, Account Managers, customer service pool team members, managers, carriers, and other departments.