Commercial Lines Account Manager

Brown & Brown; Wauwatosa (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Assistance

Tuition Reimbursement

Mental Health & Wellness

Paid Time Off

Job summary

Brown & Brown is seeking a Commercial Lines Account Manager to join our team in Wauwatosa or Mt Pleasant, WI. The role focuses on day‑to‑day client service, renewal strategy, and coordination with Producers/Account Executives to ensure accurate submissions, issuance of certificates, invoices, and policy documentation while maintaining data integrity in the system of record.

Ideal candidates have 2+ years of Property & Casualty brokerage experience, strong communication skills, and the ability to

Qualifications

• 2+ years of experience in a Property & Casualty brokerage environment.
• Knowledge of Property & Casualty business.
• Ability to follow processes and procedures.

Responsibilities

• Manage renewal book of business, including submissions and placement support.
• Draft exposure information, loss exhibits, submissions and proposals.
• Coordinate certificates, invoices, policy/endorsement/audit checks with the client and carriers.
• Update the system of record with conversations and documentation.
• Process monthly, quarterly, or annual audits and reports.
• Assist in client service and carrier/wholesaler relationship management.

Skills

P&C brokerage

Property & Casualty

Communication

Teamwork

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 Wauwatosa or Mt Pleasant, WI!

The primary role of the Account Manager is to handle the day-to-day Client Service requirements on an assigned book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development.

The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.

The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account.

How You Will Contribute:

Client Management

• At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering.
• Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding.
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtain loss run or policy documentation directly from a carrier website as needed.

Day To Day Client Service

• Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking.
• Submitting and managing changes to the carrier per the client’s request.
• Update the system of record to properly reflect conversations, communications and policy documentation.
• Processing of monthly, quarterly or annually audits and monthly reports as received
• Handling contract reviews that are not complex in nature.
• Claims management; instructing the client to report notice of loss directly to the carrier or provide claims reporting and support for ongoing large claims.

Client Accounting Responsibilities

• Responsible for setting up the policy in the system of record to properly reflect all pertinent information for billing.
• Responsible for request for invoice on an agency bill policy within the corporate guidelines.
• Communication with the Client and Producer when there is an Aged A/R issue.
• Generate the request to return funds to the client as appropriate.
• Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc.

Carrier & Wholesaler Relationships

• Align RSC with our partner carriers and intermediaries so that renewals are placed with ideal markets.
• Implementation of the “Fewer & Stronger” market consolidation initiative. Leveraging the RSC buying power and ensuring the best terms and conditions for the client.

Corporate Citizenship

• Active engagement in corporate initiatives as required for your role.
• Assist in driving a culture of accountability and collaboration, where great performance is recognized.
• Participate in New Business activity as requested.
• Actively support corporate retention goals.
• Follow procedures for maintaining documentation to mitigate E&O.
• Participate in any corrective action that have arisen during a local compliance audit.
• Engage in stretch assignments that will further develop their career development.

Licenses & Certifications

• Hold, or willing to obtain, Insurance licenses as required by the Company

Skills & Experience To Be Successful

• 2+ Years of experience in a Property & Casualty brokerage environment.
• Knowledge of Property & Casualty business.
• Ability to follow process and procedures guidance.
• Analytical and problem‑solving abilities.
• Ability to display tact and poise under pressure when working through issues.
• Good communication, interpersonal, and negotiation skills.
• Ability to work efficiently in teams.

Teammate Benefits & Total Well-Being

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.

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.