P&C Account Manager

Brown & Brown Insurance•Dedham, MA

1d•$41 - $41•Onsite

About The Position

Brown & Brown is seeking a P&C Account Manager to join its team in Dedham, Massachusetts. The position works jointly with the Commercial Lines Leader and PCL to service the Commercial Lines client base and collaborates with producers on servicing and marketing new accounts in accordance with profit center standards and procedures. The Account Manager builds and maintains client relationships, manages and retains an existing book of business, and oversees end-to-end client service. Responsibilities include addressing client needs and policy or underwriting issues; managing agency records and documents; handling communications, mail, and account tasks; preparing billings, invoices, renewals, proposals, and presentations; and reviewing account reports. The role also supports new business activity, account rounding, and ongoing professional development while following agency policies and procedures.

Requirements

High school diploma.
Strong technical knowledge of the industry being targeted.
Insurance Producer license in good standing, with authorities in states needed to service the assigned book of business.
Proficiency with Microsoft 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.
At least 2 years functioning in a Commercial Lines department at an agency or company level.

Responsibilities

Build, expand, and solidify client relationships; coordinate appropriate resources to address client needs, risks, underwriting issues, and policy issues.
Manage and retain an existing book of business.
Meet audit and performance standards established by leadership.
Follow up with customers and resolve problems or issues.
Maintain the agency management system with current information and documents, including IO requirements.
Process daily mail, faxes, emails, and tasks 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 adding final required documents to the agency management system.
Review daily, weekly, and monthly reports, including expiration and daily download reports.
Prepare customer renewals, proposals, and presentations, ensuring they align with customer requests and requirements.
Keep current with email and assigned tasks.
Meet with clients or 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.