Commercial Lines Associate Account Manager

Bridge Specialty Group • Bethlehem, PA

5d

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 Associate Account Manager to join our growing team in Bethlehem , PA! Purpose: Retain clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction. WHAT YOU’LL DO: · Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow-up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions. · Assign support tasks to Account Assistants in line with Profit Center Procedures. · Build courteous and successful relationships with clients, vendors, and carriers to improve client retention. · Identify gaps in coverage and consult leadership or producer of options to advise the client. · Manage the renewal process for all assigned clients with the marketing dept and/or producer, including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing, as well as preparing the renewal proposal and binders. · Comply with and assist in the review of internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations, internal operations, and legal requirements. · Assist in growing the assigned book of business through account rounding and referrals.

Requirements

• Strong technical knowledge of coverage in all commercial lines insurance coverage.
• 2 + years of service/general agency/company experience.
• Property & Casualty License, required.
• Proficient in Microsoft Office Suite

Nice To Haves

• Insurance designation is strongly preferred.
• Experience working with AMS 360 is preferred.

Responsibilities

• Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow-up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
• Assign support tasks to Account Assistants in line with Profit Center Procedures.
• Build courteous and successful relationships with clients, vendors, and carriers to improve client retention.
• Identify gaps in coverage and consult leadership or producer of options to advise the client.
• Manage the renewal process for all assigned clients with the marketing dept and/or producer, including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing, as well as preparing the renewal proposal and binders.
• Comply with and assist in the review of internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations, internal operations, and legal requirements.
• Assist in growing the assigned book of business through account rounding and referrals.

Benefits

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Paid Time Off
• Generous benefits package: health, dental, vision, 401(k), and many additional benefits
• Employee Stock Purchase Plan
• Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed