Commercial Lines Sr Account Manager

About the position

Brown & Brown is seeking a Senior Account Manager to join our growing team in Garden City, NY! The Senior Account Manager responsibility is to retain clients through servicing and management of complex client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction.

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.
• 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 and prospective clients with the 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.
• Manage the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
• Assist in growing the assigned book of business through account rounding and referrals.
• Support marketing and sales teams as needed.
• Document renewal, sales, and insurance operations compliance documents into the sales management database.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Promote a commitment to achieve or exceed internal and external performance standards.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.

Requirements

• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire.
• 7+ years' experience in the insurance industry, or a related field.
• Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
• Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)

Nice-to-haves

• Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU) (Preferred)
• College Degree in a business-related field. (Preferred)

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.