Remote Commercial Lines Account Specialist

Brown & Brown, Inc.; Oregon; Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Health Benefits

Dental Coverage

Vision Coverage

Life Insurance

Disability Insurance

401k Plan

Student Loan Assistance

Tuition Reimbursement

Mental Health Services

Paid Time Off

Holidays

Discount Programs

Job summary

Bridge Specialty Group in Madison, WI is seeking a Commercial Lines Account Specialist to support production and service teams. This role involves hands-on work with each account, ensuring accuracy, efficiency, and timeliness.

The ideal candidate has 2+ years of insurance account management experience, and proficiency in MS Office and Adobe Acrobat. The role offers remote work consideration for qualified candidates and close collaboration with producers and managers.

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-oriented.
• Proactive in problem solving.
• Detail-oriented.

Responsibilities

• 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

Account Management

Microsoft Office

Adobe Acrobat

Adaptability

Communication

Self-motivation

Problem Solving

Detail Orientation

Tools

Applied Epic

Job description

Bridge Specialty Group in Madison, WI is seeking a Commercial Lines Account Specialist to support production and service teams. This role involves hands-on work with each account, ensuring accuracy, efficiency, and timeliness.

The ideal candidate has 2+ years of insurance account management experience, and proficiency in MS Office and Adobe Acrobat. The role offers remote work consideration for qualified candidates and close collaboration with producers and managers.