Property Casualty Account Manager

Bridge Specialty Group•Minneapolis, MN

1d•Onsite

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 Property Casualty Account Manager to join our growing team in Minneapolis, MN! The Property Casualty Account Manager provides high quality customer service while assisting in the coordination of services between the client and the insurance company. The Property Casualty Account Manager participates in the marketing process and provides clerical support to the team.

Requirements

Licensed as a Producer of Property and Casualty in applicable state.
3 or more years related experience
Strong oral and written communication skills with a proven commitment to high quality customer service.
Strong attention to detail.
Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.

Nice To Haves

College degree (preferred)

Responsibilities

Responds directly and promptly to client inquiries and requests while keeping the rest of the Service team advised.
Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, draft of insurance specifications, draft of proposals, etc.
Collects and analyzes client exposure data
Promptly responds to routine requests for data and questions from clients, underwriters and internal staff.
Develops and maintain client service plans, manages mid-term changes and assists in Stewardship reviews.
Provides leadership to others on team and at company.
Typically, responsible for coordination and managing the work of others on the account.
Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s). This includes such duties as: filing documents and updating client information into the policy management system, tracking the status of open items, providing documents to client and team members as requested.
Completes premium finance agreement requests and creates premium allocations as needed.
Verifies accuracy of invoicing and handles accounting issues.
Requests and summarizes loss runs, may process claims and provide client advocacy.
Meets with prospects and clients as needed to enhance knowledge of client accounts.