P&C Account Manager

Brown & Brown; Dedham (MA); On-site; USD 46,000 - 66,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Job summary

Brown & Brown in Dedham, MA is seeking a P&C Account Manager to service our Commercial Lines client base in collaboration with the Commercial Lines Leader and producers. You will market new accounts, prepare renewals and proposals, and ensure client satisfaction.

You will manage daily tasks, maintain agency data in the management system, respond to inquiries, and pursue opportunities for account rounding and retention while upholding standards and regulatory compliance.

Qualifications

• High school diploma or higher qualification.
• Proficient with MS Office Suite and office equipment.
• Strong confidentiality and telephone demeanor.

Responsibilities

• Build and solidify client relationships across the company.
• Manage and retain existing book of business.
• Prepare renewals, proposals and presentations.
• Collaborate with producers on servicing and marketing.
• Maintain agency management system with current information.

Education

High school diploma

Associate's or bachelor's degree

Tools

MS Office Suite

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 P&C Account Manager to join our growing team in Dedham, MA!

Work jointly with the Commercial Lines Leader and PCL with respect to servicing of the Commercial Lines client base. Collaborate with the producer(s) in the servicing and marketing of new accounts in accordance with the standards and procedures of the profit center.

How You Will Contribute:

• Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues.
• Manage and retain existing book of business.
• Continuously achieve all audit and performance standards as outlined by leadership.
• Follow-up to address customer needs and resolve any problems or issues.
• Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements.
• Process daily mail and tasks, including faxes and e-mail, for assigned accounts.
• Answer and process all telephone requests for assigned accounts.
• Prepare billings and/or invoices on a timely basis.
• In conjunction with the Producer, manage ICR process.
• Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents.
• Review daily, weekly, monthly reports such as expiration and daily downloads
• Prepare customer renewals, including proposals and presentations while ensuring agreement with customer's requests / requirements.
• Keep current with email & tasks.
• Meet with clients / walk-ins in the office as needed / upon request.
• Attempt to generate new business activity and account rounding.
• Follow Agency guidelines, policies and procedures.
• Attend meetings as required by the Profit Center Leader, Producer or Commercial Lines Leader.
• Pursues a course of personal, professional development.

Skills & Experience to be Successful:

• High school diploma
• Strong technical knowledge of the industry of expertise currently being targeted.
• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
• Proficient with MS Office Suite
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

Preferred:

• Associate's or bachelor's degree
• 2+ years functioning in Commercial Lines department at an agency or company level is preferred.

Pay Range

40.86 - 40.86 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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, 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".