Commercial Account Manager

Brown & Brown; Carpinteria (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Health Benefits

401k; Employee Discounts

Job summary

Brown & Brown in Carpinteria, CA is seeking a Commercial Account Manager to support Producers by applying advanced insurance expertise and managing a book of business with autonomy. You will coordinate renewals, process new business, and serve as a trusted advisor to clients and teams.

This role involves handling submissions, proposals, and certificates of insurance, with a focus on accuracy, timely communication, and collaboration with technical assistants.

Qualifications

• Bachelor’s Degree preferred.
• 1–3 years’ experience in a similar position.
• High School Diploma required.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.

Responsibilities

• Oversee assigned book of business in accordance with Brown & Brown policies and procedures.
• Participate in Monthly New/Renewal Meetings.
• Renewal Processing: Create renewal submissions, coordinate process, request updated underwriting information, market/submit for quotes, prepare proposals, initiate renewal processes.
• New Business Processing: Draft/set-up applications from producer, market/submit for quotes, prepare proposals, request client cert holder lists, initiate new business, provide TA with binding details.
• Coordinate mail processing and handle all client, company, and Producer requests.
• Handle routine incoming calls regarding client coverage and limits.
• Manage all accounting requests and claims processing.
• Perform policy checking and audits including Schedule of Insurance.
• Receive, review, and coordinate certificates of insurance and order MVRs as needed.
• Train new TAs on policies and procedures.

Skills

Experience in similar role

Exceptional telephone demeanor

MS Office proficiency

Education

Bachelor’s degree (preferred)

High School Diploma

Tools

MS Office Suite

Job description

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 Commercial Account Manager to join our growing team in Carpinteria, CA! The Commercial Account Manager supports the Producer by applying advanced technical insurance expertise and operating with a high degree of autonomy. This role exercises independent judgment in organizing, prioritizing, and managing work for an assigned portion of the book of business, and provides day‑to‑day direction to Technical Assistants. The Commercial Account Manager partners closely with the Producer to develop new business opportunities, deliver high‑level renewal support, and participate in client‑facing renewal and new business meetings. The role also contributes to strategic initiatives by preparing midyear coverage reviews and creating proactive communications that enhance the client experience and strengthen account retention.

How You Will Contribute

• Oversee assigned book of business in accordance with Brown & Brown policies and procedures.
• Participate in Monthly New/Renewal Meetings
• Renewal Processing
  • Create renewal submissions – Coordinate process
  • Request updated underwriting information
  • Market/Submit for quotes
  • Prepare proposals
  • Initiate Renewal (bind, binders, invoice and bind letter)
• New Business Processing
  • Draft/set-up applications from producer
  • Market/Submit for quote
  • Prepare proposal
  • Request from client a cert holder list to give to TA prior to effective date.
  • Initiate new business (bind, binders, invoice and bind letter)
  • Provide TA with binding request, policy number and writing company in order for the TA to process the certs and auto ID cards
• Coordinate mail processing and handle all client, company, and Producer requests (receive – coordinate – process).
• Handle routine incoming calls in the Producer’s absence and answer questions regarding client coverage and limits.
• Manage all accounting requests and claims (receive – coordinate – process).
• Perform policy checking, including preparation and review of the Schedule of Insurance and final audits.
• Receive, review, and coordinate certificates of insurance and order MVRs as needed.
• Review the Suspense list and identify required actions for the TA.
• Follow up with the Producer to ensure the Insurance Coverage Review Checklist is completed timely and inform the Producer of unusual account activity.
• Train new TAs on policies and procedures.

Licenses And Certifications

• Active P&C License

Skills & Experience To Be Successful

• Bachelor’s Degree (preferred)
• 1-3 years’ experience in similar position (preferred)
• High School Diploma
• Proficient with MS Office Suite
• Exceptional telephone demeanor

Pay Range

$90,000 - $100,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.