Commercial Lines Account Specialist

001 Brown & Brown, Inc; Wisconsin; On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Holidays

Discounts

Job summary

Bridge Specialty Group in Madison, WI is seeking a Commercial Lines Account Specialist to support the production team and manage client accounts with accuracy and efficiency.

The role emphasizes building client relationships, documenting in Applied Epic, and coordinating with internal teams to ensure timely service delivery. 2+ years of insurance account management experience 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 both written and verbal communication.
• Self-motivated and goal-orientated.

Responsibilities

• Supports Account Managers, Producers, and other internal employees to ensure client expectations are upheld.
• Processes changes, 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.
• Explains 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.
• Maintains data integrity and meets activity timeliness and quality metrics.
• Maintains accurate client data in agency management systems including policy detail and carrier conversations.
• Follows processes and procedures in servicing workflow and documentation.
• Develops relationships with Producers, Account Managers, other ARMR team members, managers, carriers, and departments

Skills

Insurance account management

Microsoft Office

Adaptable to new computer functions

Professional communication

Self-motivated

Proactive problem solving

Detail-oriented

Tools

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

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.

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”.