Small/Middle Market Business Account Manager

Bridge Specialty Group • Daytona Beach, FL

1d

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/Middle Market Business Account Manager to join our growing team in Daytona Beach, FL! This role provides commercial lines support in maintaining, expanding, and servicing assigned accounts. How You Will Contribute: Develop and maintain strong technical knowledge of commercial lines coverages and rating including the license as required by law and all continuing education required Independently manage large book with larger and/or more complex accounts Maintain favorable relationship with customers and producers Enter all required data into agency management system to maintain current file data on all assigned accounts, and properly document all conversations and confirm to insured all actions taken at their request Prepare renewal submissions including all attachments and supplements; work closely with Marketing department during renewal process Present or co-present renewal proposal to insured Write additional lines of coverage (flood, wind, etc.) as needed Prepare and/or review: binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations for delivery to insured Validate coverages and premiums charged on policies, endorsements, audits and cancellations and collect premium payments within 10 days Maintain follow up (diary) system for correspondence and requests Review property and casualty losses with claims manager, producer, and customer as needed Perform clerical functions including but not limited to answering phones, proofreading, photocopying documents, and responding in a timely fashion to email correspondence Perform other duties as assigned

Requirements

• Florida License 2-20 or equivalent resident license
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
• 3-5 years of experience in a similar position

Nice To Haves

• Associate’s or Bachelor’s degree in a business or financial related discipline (preferred)
• Insurance Designation e.g. AAI (preferred)

Responsibilities

• Develop and maintain strong technical knowledge of commercial lines coverages and rating including the license as required by law and all continuing education required
• Independently manage large book with larger and/or more complex accounts
• Maintain favorable relationship with customers and producers
• Enter all required data into agency management system to maintain current file data on all assigned accounts, and properly document all conversations and confirm to insured all actions taken at their request
• Prepare renewal submissions including all attachments and supplements; work closely with Marketing department during renewal process
• Present or co-present renewal proposal to insured
• Write additional lines of coverage (flood, wind, etc.) as needed
• Prepare and/or review: binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations for delivery to insured
• Validate coverages and premiums charged on policies, endorsements, audits and cancellations and collect premium payments within 10 days
• Maintain follow up (diary) system for correspondence and requests
• Review property and casualty losses with claims manager, producer, and customer as needed
• Perform clerical functions including but not limited to answering phones, proofreading, photocopying documents, and responding in a timely fashion to email correspondence
• Perform other duties as assigned

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: Associate degree
• Number of Employees: 11-50 employees