Commercial Lines Account Manager

Brown & Brown; City of Rochester (NY); Vor Ort; USD 52.000 - 66.000; Vollzeit

Benefits dieser Stelle

Health Benefits

401k Matching

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness

Zusammenfassung

Brown & Brown in Rochester, NY is seeking a Commercial Lines Account Manager to service new and existing accounts and help achieve sales and service goals. The role involves handling requests, reviewing policies, endorsements, and rates for accuracy, and coordinating endorsements and financings.

Ideal candidates will have Commercial Lines Insurance experience, a Property & Casualty license, and 5+ years in insurance.

Qualifikationen

• Commercial Lines Insurance experience required.
• Property & Casualty License required.
• Policy Servicing, Endorsements & Certificates.
• Agency or Carrier background preferred.
• 5+ years of insurance experience preferred.

Aufgaben

• Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments.
• Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.
• Oversee requests for endorsements, control and preparation of binders, certificates, invoices, automobile identification cards, and similar items.
• Review tasks on a regularly scheduled basis, re-scheduling, or handling items as appropriate.
• Maintain account files, overseeing that documents are attached in Image right
• Order cancellations when requested or required.
• Assist in clearing omitted items, account differences, and commission differences.
• Coordinate premium financing needs with the Accounting Department.
• Keep producers informed of real or potential problems.
• Correspond with markets and clients, accompanying producers on visits as requested.

Kenntnisse

Commercial Lines Insurance Experience

Policy Servicing

Endorsements & Certificates

Insurance Experience

Ausbildung

Property & Casualty License (Required)

Jobbeschreibung

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 Lines Account Manager to join our growing team in Rochester, NY.

To service new and existing accounts to achieve Agency sales goals and service standards. Responsible for securing the retention of specifically assigned Commercial accounts through marketing responsibilities.

How You Will Contribute:

• Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments.
• Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.
• Oversee requests for endorsements, control and preparation of binders, certificates, invoices, automobile identification cards, and similar items.
• Review tasks on a regularly scheduled basis, re-scheduling, or handling items as appropriate.
• Maintain account files, overseeing that documents are attached in Image right
• Order cancellations when requested or required.
• Assist in clearing omitted items, account differences, and commission differences.
• Coordinate premium financing needs with the Accounting Department.
• Keep producers informed of real or potential problems.
• Correspond with markets and clients, accompanying producers on visits as requested.

Skills & Experience to be Successful:

• Commercial Lines Insurance Experience
• Property & Casualty License (Required)
• Policy Servicing, Endorsements & Certificates
• Agency or Carrier Background Preferred
• 5+ Years of Insurance Experience Preferred

Pay Range

38.46 - 48.08 Hourly

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.