Commercial Insurance Account Specialist

001 Brown & Brown, Inc; Middleton Junction (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Benefits

Financial Benefits

Mental Health & Wellness

Paid Time Off

Holidays

Partner Discounts

Job summary

Bridge Specialty Group in Madison, WI seeks a Commercial Lines Account Specialist to support account managers and the service team. You will handle changes, document in Applied Epic, and help maintain data integrity.

You will build client relationships, explain coverage options, coordinate with internal departments, and prioritize tasks to meet service timelines. A 2+ year insurance account management background is preferred.

Qualifications

• 2+ years Insurance account management experience.
• Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat.
• Adaptable to new computer functions and processes.
• Professional in written and verbal communication.
• Self-motivated and goal-oriented.
• Proactive in problem solving.
• Detail-oriented and a reliable teammate.

Responsibilities

• Supports Account Managers, Producers, and internal staff to meet ARMR client expectations.
• Processes changes and documents in Applied Epic with accuracy and consistency.
• Builds personalized client relationships via phone, email, and in-person meetings.
• Explains coverage terms and program options to clients as needed.
• Collaborates with internal departments to ensure timely service execution.
• Manages workload to prioritize client requests and service parameters.

Skills

Insurance account management

Microsoft Office

Adobe Acrobat

Communication

Teamwork

Detail-oriented

Tools

Microsoft Office

Adobe Acrobat

Job description

Bridge Specialty Group in Madison, WI seeks a Commercial Lines Account Specialist to support account managers and the service team. You will handle changes, document in Applied Epic, and help maintain data integrity.

You will build client relationships, explain coverage options, coordinate with internal departments, and prioritize tasks to meet service timelines. A 2+ year insurance account management background is preferred.