Lawyers Professional Liability (LPL) Account Manager

Bridge Specialty Group•Dedham, MA

8d•$34 - $46

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 Lawyers Professional Liability (LPL) Account Manager to join our growing team in Dedham , MA or Rocky Hill, CT! The Lawyers Professional Liability Account Manager will have the opportunity to manage and retain an assigned book of business while delivering exceptional service to clients. This role includes collaborating with Producers on new business marketing, preparing renewals and proposals, and addressing underwriting or policy issues. Responsibilities also include maintaining accurate documentation in the agency management system, processing client requests, and ensuring compliance with carrier guidelines throughout the end-to-end service process. How You Will Contribute: Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues. Manage and retain existing book of business. Continuously achieve all audit and performance standards as outlined by leadership. Follow-up to address customer needs and resolve any problems or issues. Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements. Process daily mail and tasks, including faxes and e-mail, for assigned accounts. Answer and process all telephone requests for assigned accounts. Prepare billings and/or invoices on a timely basis. In conjunction with the Producer, manage ICR process. Responsible for the end-to-end client service process such as marketing and updating agency management system with final required documents. Underwrite new and renewal business in accordance with Carrier Underwriting authority and guidelines. Review daily, weekly, monthly reports such as expiration and daily downloads Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements. Keep current with email & tasks. Meet with clients / walk-ins in the office as needed / upon request. Attempt to generate new business activity and account rounding. Follow Agency guidelines, policies and procedures. Attend meetings as required by the Profit Center Leader, Producer or Commercial Lines Leader. Pursues a course of personal, professional development.

Requirements

Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
High school diploma
Proficient with MS Office Suite
Proficient knowledge and use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality

Nice To Haves

Associate or bachelor’s degree (Preferred)
2+ years functioning in Commercial Lines department at an agency or company level (Preferred)
Strong technical knowledge of the industry of expertise currently being targeted.

Responsibilities

Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues.
Manage and retain existing book of business.
Continuously achieve all audit and performance standards as outlined by leadership.
Follow-up to address customer needs and resolve any problems or issues.
Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements.
Process daily mail and tasks, including faxes and e-mail, for assigned accounts.
Answer and process all telephone requests for assigned accounts.
Prepare billings and/or invoices on a timely basis.
In conjunction with the Producer, manage ICR process.
Responsible for the end-to-end client service process such as marketing and updating agency management system with final required documents.
Underwrite new and renewal business in accordance with Carrier Underwriting authority and guidelines.
Review daily, weekly, monthly reports such as expiration and daily downloads Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements.
Keep current with email & tasks.
Meet with clients / walk-ins in the office as needed / upon request.
Attempt to generate new business activity and account rounding.
Follow Agency guidelines, policies and procedures.
Attend meetings as required by the Profit Center Leader, Producer or Commercial Lines Leader.
Pursues a course of personal, professional development.