Commercial Lines Account Specialist

001 Brown & Brown, Inc; Middleton Junction (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Benefits

Financial Benefits

Mental Health & Wellness

Paid Time Off

Holidays

Partner Discounts

Job summary

Bridge Specialty Group in Madison, WI seeks a Commercial Lines Account Specialist to support account managers and the service team. You will handle changes, document in Applied Epic, and help maintain data integrity.

You will build client relationships, explain coverage options, coordinate with internal departments, and prioritize tasks to meet service timelines. A 2+ year insurance account management background is preferred.

Qualifications

• 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 written and verbal communication.
• Self-motivated and goal-oriented.
• Proactive in problem solving.
• Detail-oriented and a reliable teammate.

Responsibilities

• Supports Account Managers, Producers, and internal staff to meet ARMR client expectations.
• Processes changes and documents in Applied Epic with accuracy and consistency.
• Builds personalized client relationships via phone, email, and in-person meetings.
• Explains coverage terms and program options to clients as needed.
• Collaborates with internal departments to ensure timely service execution.
• Manages workload to prioritize client requests and service parameters.

Skills

Insurance account management

Microsoft Office

Adobe Acrobat

Communication

Teamwork

Detail-oriented

Tools

Microsoft Office

Adobe Acrobat

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. 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

• 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

The Power To Be Yourself As an Equal Opportunity Employer

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”. At Bridge Specialty Group, our unwavering commitment to unity, diversity, and individual growth sets the stage for a workplace like no other. We believe in the power of One Team, where collaboration fuels unlimited possibilities. As One Team, we are anchored in the ‘Power of Be’, a core set of behaviors, skills, and characteristics we value most. It is part of our cultural DNA, influencing how we get stuff done every day and how we accomplish our goals, creating a link between what we do and how we do it. We are more than a global insurance wholesaler; we are a collective force of over 2,000+ teammates across 50+ locations throughout the United States and Europe. With 25+ specialized brands and access to 200+ carriers, we seamlessly connect the diverse needs of our retail partners in property, casualty, environmental, professional, workers' compensation, and personal lines. Together, we build trust, exceeding expectations. Our $5 billion+ premium book is a testament to our collaborative partnerships.

Here, your uniqueness is celebrated, you are rewarded for your contributions, and we invest in your professional growth, offering tools, resources, and mentorship to support your career goals.

You will be proud to be part of a team that defines excellence and pushes the boundaries of what is possible.