Dynamic Commercial Insurance Account Specialist

001 Brown & Brown, Inc; Wisconsin; Vor Ort; USD 55.000 - 70.000; Vollzeit

Benefits dieser Stelle

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Holidays

Discounts

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Insurance account management

Microsoft Office

Adaptable to new computer functions

Professional communication

Self-motivated

Proactive problem solving

Detail-oriented

Tools

Adobe Acrobat

Jobbeschreibung

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.