Small/Middle Market Business Account Manager

Brown & Brown Insurance•Daytona Beach, FL

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