Commercial Lines Account Specialist

Brown & Brown, Inc.; Madison, Northern (WI, KY); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Paid Time Off

Job summary

Bridge Specialty Group in Madison, WI is seeking a Commercial Lines Account Specialist to support the production and service team. The role focuses on accuracy, efficiency and proactive client service in a hybrid work setting.

You will work with account managers and producers, manage data in agency systems, and communicate coverage details, program options and next steps to clients and carriers.

Qualifications

• 2+ years of insurance account management experience.
• Proficiency in Word, Excel, Outlook and Adobe Acrobat.
• Strong written and verbal communication; detail-oriented.

Responsibilities

• Support Account Managers, Producers and internal staff to meet ARMR client expectations.
• Process changes and document in ARMR’s management system (Applied Epic) with accuracy.
• Build personalized client relationships via phone, email and in-person meetings.

Skills

Insurance account management

Tools

Microsoft Office

Adobe Acrobat

Job description

## Commercial Lines Account SpecialistApply: Hybrid Working: Madison, WI, USA: Full time: Posted Today: R26\\_0000003267Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.**Bridge Specialty Group** is seeking a **Commercial Lines Account Specialist** to join our growing team in **Madison, WI.** The **Commercial Lines Account Specialist** is an integral position in the production and service team. In this role, you will provide support for your production team and perform hands-on work with each account to ensure your team’s success. Your organization, tasks, and personal presentation have a direct impact on your team’s performance. Your team will count on you for accuracy, efficiency, and composure. **How You Will Contribute:** * Supports Account Managers, Producers, and other internal employees to ensure ARMR client expectations and standards are upheld* Processes changes, as needed, checking for consistency and documenting in ARMR’s management system (Applied Epic)* Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings* Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed* Works with internal departments to ensure cohesiveness and timeliness of service execution* Manages time effectively to prioritize workload, client service requests, and service parameters on business processes* Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals* Maintains accurate and complete client data in agency management systems including policy detail, activities, attachments, and agent/broker detail* Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requested* Develops successful and effective working relationships with Producers, Account Managers, other ARMR customer service pool team members, managers, carriers, and members of other departments **Skills & Experience to Be Successful:** * 2+ years Insurance account management experience* Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat* Adaptable to new computer functions and processes* Professional in both written and verbal communication* Self-motivated and goal-orientated* Proactive in problem solving* Detail-oriented**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.*