Commercial Lines Account Manager

Brown & Brown; West Palm Beach (FL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off

Job summary

Brown & Brown is seeking a Commercial Lines Account Manager in West Palm Beach, FL. This role involves the retention and management of larger commercial accounts across various industries such as construction and hotel.

The successful candidate will work closely with the Commercial Producer, providing exceptional customer service and ensuring compliance with insurance policies. Benefits include health, financial, and mental health support.

Qualifications

• 5+ years in an independent agency setting servicing commercial accounts.
• Strong knowledge of Microsoft Word and Excel, including formulas and pivot tables.
• Ability to interpret insurance policies and communicate effectively.

Responsibilities

• Manage the retention and client relationships for larger commercial accounts.
• Assist in marketing of assigned accounts and recommend changes to policies.
• Coordinate premium financing needs with the Accounting Department.

Skills

Customer service

Insurance knowledge

Microsoft Word

Microsoft Excel

Analytical skills

Communication skills

Education

Bachelor’s Degree

Job description

Built on meritocracy, our unique company culture rewards self‑starters and those committed to doing what is best for our customers.

Brown & Brown is seeking a Commercial Lines Account Manager to join our growing team in West Palm Beach, FL.

The Account Manager is responsible for retention and client relationship management of our larger commercial accounts. This book of business includes construction, hotel, manufacturing, and distribution industries. The selected candidate will multi‑task and have a strong working knowledge of the Florida insurance marketplace, with familiarity in all aspects of insurance services including renewal processing and policy analysis.

How You Will Contribute

The account manager works in tandem with the Commercial Producer (Sales Agent) to develop account strategy, increase longevity and profitability for the company, and utilize company resources to deliver solutions to clients. Responsibilities include, but are not limited to:

• Work with large commercial clients to provide exceptional customer service
• Possess working knowledge of Commercial Lines procedures
• Handle client requests for information, endorsements, forms, and rates and recommend 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, ensuring 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 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.)
• 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

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, 401(k), 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”.