Property Casualty Client Account Manager

Brown & Brown Insurance•Missoula, MT

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. Bridge Specialty Group is seeking a Property Casualty Client Account Manager to join our growing team in Missoula, MT! This role include managing the internal 59-day list and assisting Underwriting and Accounting teams in processing 59-day notices, as well as overseeing surplus lines tax filing queries. Additionally, process audit tax filings, carrier reconciliation, renewal solicit management, and reconciling binding subjectivities and requirements. Bridge Specialty Group creates a more seamless way to connect the varying needs of our retail partners with the market clout and talents of our wholesale entities. Our more than 25 niche-focused brands reflect our deep experience and specialization in construction, general casualty, environmental liability, professional liability, health care, public entity, workers’ comp, property and personal lines. With more than 50 locations and more than 2,000 team members throughout the United States and Europe, Bridge has access to more than 200 standard and excess & surplus lines carriers that support our $7+ billion premium book. Our focus is on bringing the power of collective size and specialty to the wholesale brokerage marketplace. Bridge Specialty Group – aligning risk with greater reach. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: 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. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. At Bridge Specialty Group, our unwavering commitment to unity, diversity, and individual growth sets the stage for a workplace like no other. We believe in the power of One Team, where collaboration fuels unlimited possibilities. As One Team, we are anchored in the ‘Power of Be’, a core set of behaviors, skills, and characteristics we value most. It is part of our cultural DNA, influencing how we get stuff done every day and how we accomplish our goals, creating a link between what we do and how we do it. We are more than a global insurance wholesaler; we are a collective force of over 2,000+ teammates across 50+ locations throughout the United States and Europe. With 25+ specialized brands and access to 200+ carriers, we seamlessly connect the diverse needs of our retail partners in property, casualty, environmental, professional, workers' compensation, and personal lines. Together, we build trust, exceeding expectations. Our $5 billion+ premium book is a testament to our collaborative partnerships. Here, your uniqueness is celebrated, you are rewarded for your contributions, and we invest in your professional growth, offering tools, resources, and mentorship to support your career goals. You will be proud to be a part of a team that defines excellence and pushes the boundaries of what is possible. 'One Team, Unlimited Possibilities' is not just a slogan – it's the core of who we are. And the exciting part? We're always on the lookout for talented teammates like yourself. If you don't see an opening today, click on Introduce Yourself at the top of the page. Share your aspirations and attach your resume. We look forward to getting to know you! If you are an existing Bridge Specialty Group teammate, please click here to apply to a job on our internal career site.

Requirements

P&C State Licensed
HS diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
Proficient with MS Office
Exceptional telephone demeanor
1-3 years’ experience in a similar administrative support position

Nice To Haves

Associate or bachelor’s degree in a business or financial related discipline (Preferred)

Responsibilities

Manage internal 59-day list, assist Underwriting and Accounting teams in processing 59-day notices.
Management of surplus lines tax filing queries.
Process Audit tax filings within management system.
Carrier reconciliation: Processing system corrections (commission, market provider, etc.), direct bill invoicing, processing of AOR/BOR requests.
Renewal solicit management.
Reconcile binding subjectivities and requirements.