Commercial Lines Account Manager

001 Brown & Brown, Inc; Jacksonville (FL); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health benefits

401k

Paid time off

Job summary

Brown & Brown is seeking a Commercial Lines Account Manager to join our growing team in Jacksonville or Tallahassee, FL. You will service commercial accounts, review renewals, process policy documents, and maintain strong relationships with clients, carriers and colleagues to deliver superior service.

The ideal candidate has 2 years of insurance service experience, a high school diploma (or higher), and proficiency with MS Office.

Qualifications

• 2+ years of service experience in the insurance industry.
• Proficient with MS Office Suite.
• Bachelor’s degree preferred or higher.
• High school diploma required.

Responsibilities

• Process daily mail and faxes for assigned accounts.
• Answer telephone requests for assigned accounts.
• Enter data into the system to maintain current files.
• Review applications, renewals and endorsements for underwriting guidelines.
• Prepare and process binders, certificates and audits.
• Validate coverages and ratings, and manage closings.
• Maintain expiration records and client relationships.
• Develop strong knowledge of commercial lines coverages and rating.
• Collaborate with underwriters and marketing representatives.
• Provide back-up to other Account Managers as needed.

Skills

2 years service experience

MS Office proficiency

Education

Associate’s or Bachelor’s degree (preferred)

High school diploma

Tools

Industry software experience

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 Lines Account Manager to join our growing team in Jacksonville or Tallahassee, FL! The Commercial Lines Account Manager is responsible for servicing commercial insurance accounts by reviewing renewals, processing policy documents, responding to client requests, ensuring compliance with underwriting guidelines, and maintaining strong relationships with clients, carriers, and internal teams.

How You Will Contribute:

• Process daily mail, including faxes and e-mail, for assigned accounts
• Answer and process all telephone requests for assigned accounts
• Enter all required data into system to maintain current file data on all assigned accounts
• Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers
• Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations
• Validate coverages and ratings policies, endorsements, audits, cancellations, etc.
• Maintain suspense or follow-up system for correspondence/requests
• Process premium finance agreements as needed
• Prepare billings and/or invoices on a timely basis
• Advise accounting of the appropriate posting of moneys received on assigned accounts
• Assist in the collection of premiums and audits
• Provide back-up to other Account Managers as assigned
• Maintain expiration records
• Develop and maintain working relationship with the various company marketing representatives and underwriters
• Maintain favorable relationship with clients, producers, and employees
• Develop and maintain strong technical knowledge of commercial lines coverages and rating
• Perform clerical functions including, but not limited to submitting and sending faxes, proofreading and photocopying documents
• Other duties may be assigned

Licenses and Certifications: 4-40 P&C License

Skills & Experience to Be Successful:

• Associate’s or Bachelor’s degree (preferred)
• 2-20 insurance license (preferred)
• Industry software experience (preferred)
• High school diploma
• Proficient with MS Office Suite
• 2 years of service experience in the insurance industry

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.