Small Business Account Manager

Bridge Specialty Group • Maitland, FL

3d

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 Small Commercial Client Account Manager to join our growing team in Maitland, FL! The Small Commercial Client Account Manager position services new and existing accounts; providing support to team in maintaining and expanding assigned accounts.

Requirements

• High school diploma or equivalent
• 2-20 Property and Casualty license (or obtained within 90 days within hire)
• 3-5 years insurance experience (preferred)
• 3-5 years customer service experience
• Excellent verbal and written communication skills
• Organizational and prioritizing skills
• Professional demeanor, positive attitude
• Experience with personal computers and related software (Microsoft Word, Excel); proficient typing skills
• Strong ability to multi-task/manage multiple projects and communities

Nice To Haves

• Working knowledge of AMS360 and ImageRight (preferred)

Responsibilities

• Enter and update all required client and claims data in the agency management system per company and carrier guidelines.
• Prepare renewal submissions, exposure checklists, and collaborate with the Marketing Department throughout the renewal process.
• Handle the preparation, review, and processing of insurance binders, policies, endorsements, certificates, audits, and cancellations.
• Validate policy coverages and premium charges; prepare and reconcile premium billings and invoices.
• Deliver policies to insureds, maintain follow-up systems for correspondence, and manage claim communications.
• Receive, track, and update claim information, maintaining suspense files until claims are closed.
• Quote and write additional lines of coverage (e.g., flood, wind) as needed.
• Build and maintain positive relationships with underwriters, clients, and producers.
• Stay current with commercial lines coverages, carrier rating plans, WIC modification factors, and loss reviews.
• Maintain active licensing, complete continuing education, and perform other assigned duties as needed.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED