Commercial Lines Condo Account Manager

001 Brown & Brown, Inc; Vero Beach (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Brown & Brown seeks a Commercial Lines Condo Account Manager in Vero Beach, FL to handle day-to-day client service on an assigned book. The AM collaborates with a Producer/Account Executive on renewal strategy, submissions, and binding, while coordinating with carriers and 3rd party vendors.

Responsibilities include loss runs, audits, invoicing, and client communication, ensuring data integrity in the system of record and adherence to corporate processes.

Qualifications

• 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.

Responsibilities

• Participate in renewal strategy with Prod/AE, discuss markets, reviews, and exposure gathering.
• Manage renewal book including submissions, placement, proposals and binding.
• Assist in drafting exposure data, loss exhibits, submissions and proposals.
• Obtain loss run or policy docs from carrier sites as needed.
• Handle daily client service requests and changes from clients or Prod/AE.
• Issue certificates, invoices, policy/endorsement/audit checks with 3rd parties.
• Process changes to carriers per client requests and keep records updated.
• Manage audits and monthly/quarterly/annual reporting requirements.
• Handle non-complex contract reviews.
• Assist with claims reporting and support for large claims.
• Set up policies in system of record for billing; manage agency bill invoicing.
• Communicate with client and Prod when aged A/R issues arise.
• Generate refunds when appropriate; respond timely to inquiries.
• Align with carrier relationships to secure best renewal markets.
• Support corporate retention goals and compliance.

Skills

P&C brokerage experience

Property & Casualty knowledge

Process adherence

Analytical skills

Communication skills

Team collaboration

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. Brown & Brown is seeking a Commercial Lines Condo Account Manager to join our growing team in Vero Beach, FL! The Account Manager is responsible for handling 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. The AM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account.

How You Will Contribute:

• Client management: 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.
• Day to Day Client Service: Primary recipient of daily questions or changes from the client or forwarded by the Prod/AE.
• Work with Associate Account manager or 3rd party vendor to issue Certificates, Invoices, policy/endorsement/audit checking
• Submitting and managing changes to the carrier per the client’s request
• 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.
• Client Accounting Responsibilities: 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
• Communication with the Client and Producer when there is an Aged A/R issue
• Generate the request to return funds to the client as appropriate
• Timely response to accounting when requests for information are made. Such as carrier discrepancies, application of cash, etc.
• Carrier & Wholesaler Relationships 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
• Corporate Citizenship: Active engagement in corporate initiatives as required for your role
• Assist in driving a culture of accountability and collaboration, where great performance is recognized
• Participate in New Business activity as requested
• Actively support corporate retention goals
• Follow procedures for maintaining documentation to mitigate E&O
• Participate in any corrective action that have arisen during a local compliance audit
• Engage in stretch assignments that will further develop their career development

Licenses & Certifications:

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

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

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. 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”.

We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.