Commercial Lines Account Manager

Brown & Brown; Massachusetts; On-site; USD 70,000 - 100,000; Full time

Job summary

Brown & Brown in Boston, MA is seeking a Commercial Lines Account Manager to join our team and collaborate with the Commercial Lines Leader and Office Leader to service the client base.

The position partners with producers in servicing and marketing new accounts, builds relationships, and manages end-to-end client service processes to ensure customer satisfaction.

Qualifications

• 3+ years of Commercial Lines experience.
• Strong technical knowledge of the industry.
• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).
• Proficient with MS Office Suite.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues.
• Manage and retain existing books of business.
• Follow up to address customer needs and resolve any problems or issues.
• Prepare billings and/or invoices on a timely basis.
• Responsible for the end-to-end client service process such as marketing and updating agency management system with final required documents.
• Review daily, weekly, monthly reports such as expiration and daily downloads.
• Prepare customer renewals, including proposals and presentations while ensuring agreement with customer requests / requirements.

Skills

Commercial Lines experience

Technical knowledge

Insurance Producer license

MS Office

Confidentiality

Tools

MS Office

Job description

Brown & Brown is seeking a Commercial Lines Account Manager to join our team in Boston, MA

The Account Manager will work jointly with the Commercial Lines Leader and Office Leader with respect to servicing the Commercial Lines client base. Collaborate with the producer(s) in the servicing and marketing of new accounts.

How You Will Contribute:

• Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues.
• Manage and retain existing books of business.
• Follow up to address customer needs and resolve any problems or issues.
• Prepare billings and/or invoices on a timely basis.
• Responsible for the end-to-end client service process such as marketing and updating agency management system with final required documents.
• Review daily, weekly, monthly reports such as expiration and daily downloads.
• Prepare customer renewals, including proposals and presentations while ensuring agreement with customer requests / requirements.

Skills & Experience to be Successful:

• 3+ years of Commercial Lines experience.
• Strong technical knowledge of the industry.
• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).
• Proficient with MS Office Suite.
• Ability to maintain a high level of confidentiality.