Commercial Account Manager

001 Brown & Brown, Inc; Walnut Creek (CA); In loco; USD 52.000 - 61.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health Benefits

401k Plan

Student Loan Aid

Tuition Reimbursement

Mental Health Services

Paid Time Off

Holidays

Partner Discounts

Descrizione del lavoro

Brown & Brown, Inc. in Walnut Creek, CA is seeking a Commercial Account Manager to serve as the primary client contact for a book of business.

The role requires autonomous work, deep knowledge of commercial insurance, and the ability to coordinate with producers and carriers to address client needs. You will manage renewals, gather exposures, and ensure accurate documentation, while delivering exceptional service and maintaining strong client relationships across levels.

Competenze

• High School Diploma or equivalent.
• Proficient with MS Office Suite.
• Attention to detail with emphasis on accuracy and quality.
• Exceptional verbal and written communication skills.
• Exceptional customer service skills.
• Enjoys routine work, but flexible to respond to change in tasks/priorities.
• Preferred Bachelor’s Degree is preferred and/or extensive commercial insurance customer service experience.
• 5+ years’ experience in a similar position.

Mansioni

• Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers.
• Assisting Producers with any new business calls and implementation of new business for newly assigned accounts as a resource.
• Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal.
• Handle a diverse range of insurance products in the Commercial Lines arena.
• Submit complete and accurate renewal information to the incumbent carrier(s).
• Prepare Insurance Coverage Review documents.
• Bind coverage with the carrier(s) in accordance with the client’s instructions.
• Responsible for the day-to-day account management of client accounts which includes, but not all-inclusive: Speak to customers regarding commercial coverages on their policies.
• Renew commercial policies by providing ID cards, binders, policies and certificates.
• Monitor and process quality control procedures on each commercial account.
• Utilize Agency Management System by creating activities and attachments for each commercial account.
• Manage all aspects of assigned accounts.
• Communicate with PCL on status of accounts.
• Manage accounts receivable on designated book of business.
• Process daily mail and perform daily administration of designated book of business.
• Contribute to the development of Technical Assistants.

Conoscenze

MS Office Suite

Attention to detail

Verbal communication

Written communication

Customer service

Flexibility

Formazione

High School Diploma or equivalent

Bachelor’s degree

Strumenti

MS Office Suite

Descrizione del lavoro

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 Walnut Creek, CA!

The Account Manager functions as the main client contact for an assigned book of business. This position requires the ability to work autonomously while performing duties requiring extensive knowledge and understanding of the insurance field. This position is responsible for building, expanding and solidifying relationships with clients at all levels with the company and lead appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues, etc.

How You Will Contribute:

• Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers.
• Assisting Producers with any new business calls and implementation of new business for newly assigned accounts as a resource.
• Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal.
• Handle a diverse range of insurance products in the Commercial Lines arena.
• Submit complete and accurate renewal information to the incumbent carrier(s).
• Prepare Insurance Coverage Review documents.
• Bind coverage with the carrier(s) in accordance with the client’s instructions.
• Responsible for the day-to-day account management of client accounts which includes, but not all-inclusive: Speak to customers regarding commercial coverages on their policies.
• Renew commercial policies by providing ID cards, binders, policies and certificates.
• Monitor and process quality control procedures on each commercial account.
• Utilize Agency Management System by creating activities and attachments for each commercial account.
• Manage all aspects of assigned accounts.
• Communicate with PCL on status of accounts.
• Manage accounts receivable on designated book of business.
• Process daily mail and perform daily administration of designated book of business.
• Contribute to the development of Technical Assistants.

Licenses & Certifications:

• Active P&C License.

Skills & Experience to be Successful:

• High School Diploma or equivalent.
• Proficient with MS Office Suite.
• Attention to detail with emphasis on accuracy and quality.
• Exceptional verbal and written communication skills.
• Exceptional customer service skills.
• Enjoys routine work, but flexible to respond to change in tasks/priorities.

Preferred Bachelor’s Degree is preferred and/or extensive commercial insurance customer service experience.

5+ years’ experience in a similar position.

Pay Range $38.00 - $44.00 Hourly

Teammate Benefits & Total Well-Being

• 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”. We think of ourselves as a team, so we have teammates - not employees.

We strive to attract people who are competitive, driven, and disciplined.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results.

With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right.

With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage.

We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers.

Everything we do is about the greater “WE”—never “me.”While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.