Commercial Lines Account Manager

Brown & Brown; Fort Lauderdale (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading insurance firm in Fort Lauderdale, FL is seeking a Commercial Lines Account Manager to manage large commercial accounts. The Account Manager will handle client relationships and ensure exceptional service across various industries. Applicants should possess over 5 years of experience in servicing commercial accounts, along with strong skills in communication and analytical abilities. A Bachelor's Degree is preferred, and bilingual candidates are encouraged to apply. Join a growing team focused on customer satisfaction!

Qualifications

• 5+ years in an independent agency setting servicing commercial accounts and marketing renewals.
• Ability to read, analyze, and interpret insurance policies and documents.
• Ability to write reports and business correspondence.

Responsibilities

• Work with Large Commercial clients to provide exceptional customer service.
• Handle client requests for information, endorsements, forms, and rates.
• Negotiate with company underwriters.

Skills

Customer service

Commercial Lines procedures

Microsoft Word and Excel

Communication skills

Analytical skills

Problem-solving

Bilingual Spanish or other languages

Education

Bachelor's Degree

Job description

Brown & Brown is Seeking a Commercial Lines Account Manager to join our growing team in Fort Lauderdale, FL.

The Account Manager is responsible for retention and client relationship management of our larger commercial accounts. This book of business is a mixture of industries including construction, hotels, manufacturers and distributors. The selected candidate will be able to multi-task and have a strong working knowledge of the Florida insurance marketplace. The Account Manager must be familiar with all aspects of insurance services including renewal processing and policy analysis.

The Account Manager works in tandem with the Commercial Producer (Sales Agent) to develop account strategy and increase longevity and profitability for the company; utilizes company resources to collectively deliver solutions to clients, and is responsible for all aspects of managing and maintaining their commercial lines accounts. Essential Duties and Responsibilities include, but are not limited to:

How You Will Contribute

• Work with the Large Commercial clients to provide exceptional customer service
• Working knowledge of Commercial Lines procedures.
• 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 the requests for endorsements, and control and preparation of binders, certificates, invoices, automobile identification cards, and similar items.
• Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate.
• Maintain account files, overseeing that documents are placed into appropriate sections when not documented via automated database.
• Assist in clearing omitted items, account differences, and commission differences.
• Coordinate premium financing needs with Accounting Department.
• Keep producers informed
• Correspond with markets and clients, accompanying producers on visits as requested.
• Responsible for the marketing of assigned accounts, obtaining and evaluating quotations, and determining and recommending markets.
• Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy.
• Maintain knowledge of approved rates by the respective carriers, and be able to explain the rating of any policy.
• Negotiate with company underwriters.

Licenses and Certifications

• 2-20 license required with a strong interest in obtaining other insurance designation.

Skills & Experience to Be Successful

• 5+ years' in an independent agency setting servicing commercial accounts and marketing renewals
• Strong knowledge of Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.) is essential for position.
• Excellent verbal and written communication skills.
• Ability to read, analyze, and interpret insurance policies, coverages, documents and regulations.
• Ability to write reports and business correspondence.
• Ability to effectively establish rapport, present information and respond to questions from managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, commissions, premiums and percentages.
• Ability to solve practical problems and deal with a variety of concrete variables.
• Bachelor's Degree highly preferred
• Bilingual Spanish or other languages is a PLUS!