Commercial Account Manager

Brown & Brown; Walnut Creek (CA); On-site; USD 52,000 - 61,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health & wellness

Job summary

Brown & Brown in Walnut Creek, CA is seeking a Commercial Account Manager to support renewal activity, assist producers with new business, and manage commercial client accounts.

The role requires a strong customer service mindset, excellent communication, and attention to detail. A P&C license is expected, with a preference for a Bachelor's degree and 5+ years in a similar role.

Qualifications

• 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.

Responsibilities

• Lead the renewal process by obtaining quotes and claims experience from carriers.
• Assist Producers with new business calls and implementation for assigned accounts.
• Act as liaison between producer and client for renewal documentation and updates.
• Handle commercial lines insurance products and submit renewal information to carriers.
• Prepare Insurance Coverage Review documents and bind coverage per client instructions.
• Manage day-to-day account management and communicate status with clients.

Skills

MS Office

Communication

Customer service

Attention to detail

Education

Bachelor's degree (preferred)

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 Walnut Creek, CA!

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

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

• 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".