P&C Account Manager

Bridge Specialty Group•Dedham, MA

2d•Onsite

About The Position

Brown & Brown is seeking a P&C Account Manager to join its team in Dedham, Massachusetts. The role works jointly with the Commercial Lines Leader and PCL to service the Commercial Lines client base, and collaborates with producers in servicing and marketing new accounts according to profit center standards and procedures. The Account Manager builds and maintains client relationships, manages and retains an existing book of business, addresses customer and policy needs, and supports the end-to-end client service process.

Requirements

High school diploma.
Strong technical knowledge of the industry of expertise being targeted.
Insurance Producer license in good standing, with authorities in states needed to service the assigned book of business.
Proficiency with the MS Office Suite.
Proficiency using office equipment, including copy machines, printers, fax machines, and binding machines.
Exceptional telephone demeanor.
Ability to maintain a high level of confidentiality.

Nice To Haves

Associate’s or bachelor’s degree.
Two or more years of experience in a Commercial Lines department at an agency or company level.

Responsibilities

Build, expand, and solidify relationships with clients at all levels, coordinating appropriate resources to address client needs, risks, and underwriting or policy issues.
Manage and retain an existing book of business.
Meet audit and performance standards established by leadership.
Follow up on customer needs and resolve problems or issues.
Maintain the agency management system with current required information and documents, including IO requirements.
Process daily mail and tasks, including faxes and email, for assigned accounts.
Answer and process telephone requests for assigned accounts.
Prepare billings and invoices in a timely manner.
Manage the ICR process in conjunction with the Producer.
Manage the end-to-end client service process, including marketing and updating the agency management system with final required documents.
Review daily, weekly, and monthly reports, including expiration reports and daily downloads.
Prepare customer renewals, proposals, and presentations, ensuring alignment with customer requests and requirements.
Keep current with email and assigned tasks.
Meet with clients and walk-ins in the office as needed or 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.
Pursue personal and professional development.