Commercial Lines Account Manager - Small Business

Brown & Brown; Chicago (IL); On-site; USD 65,000 - 95,000; Full time

Job summary

Brown & Brown in Chicago, IL seeks a Commercial Lines Account Manager – Small Business to join our growing team. The role focuses on day-to-day client service for an assigned book, with renewal strategy, submissions, and carrier interactions.

You'll maintain data integrity in the CRM, support billing setup, and respond promptly to client questions and audits. Ideal candidates have 2+ years in a Property & Casualty brokerage, strong communication, and the ability to work collaboratively in a

Qualifications

• 2+ years in a Property & Casualty brokerage environment.
• Knowledge of Property & Casualty business.
• Ability to follow process and procedures guidance.
• Analytical and problem-solving abilities.
• Strong communication, interpersonal and negotiation skills.
• Hold or be willing to obtain Insurance licenses as required by the Company.

Responsibilities

• Participates in renewal strategy with Prod/AE, discussing markets, claims reviews and exposure gathering.
• Manages renewal book of business, including submissions and the placement process.
• Drafts exposure gathering information, loss exhibits, submissions and proposals.
• Obtains loss runs or policy documentation from carrier websites as needed.
• Updates the system of record to reflect conversations and policy documentation.
• Processes audits (monthly/quarterly/annual) and monthly reports.

Skills

P&C brokerage

Communication

Analytical thinking

Team collaboration

Job description

Brown & Brown is seeking a Commercial Lines Account Manager – Small Business to join our growing team in Chicago, IL.

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.

How You Will Contribute:

• 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.
• Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
• 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.
• 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.
• Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc.
• 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.
• Active engagement in corporate initiatives as required for your role.
• Assist in driving a culture of accountability and collaboration, where great performance is recognized.

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