Senior Commercial Account Manager

Brown & Brown; Carpinteria (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

Brown & Brown, a leading insurance broker, seeks a Senior Commercial Account Manager to join our Carpinteria-based team. You will work in a support capacity to the Producer, handling complex commercial accounts, renewals, and client-facing meetings while driving midyear coverage reviews to enhance client experience.

The role requires autonomous work, extensive knowledge of insurance, and comfortable interaction with clients and internal teams.

Qualifications

• High School Diploma required.
• Proficient with MS Office Suite.
• Active Property & Casualty (P&C) License required.
• Insurance brokerage experience preferred.

Responsibilities

• Oversee assigned book of business in accordance with Brown & Brown policies and procedures.
• Participate in Monthly New/Renewal Meetings.
• Renewal processing and submissions; coordinate process.
• Market and submit for quotes; provide renewals support to producers.
• Coordinate with TA on certifications, ID cards, and policy documents.
• Handle renewal and new business processing, including invoicing and envelopes.
• Assist with client requests, producer assistance, and account management.
• Train new technical assistants on policies and procedures; perform final audits.

Education

High School Diploma

Bachelor's Degree

Active P&C License

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 Senior Commercial Account Manager to join our growing team!

The Senior Commercial Account Manager functions in a support capacity to the Producer by performing duties requiring a high degree of technical expertise. This position requires the ability to work autonomously in performing duties requiring extensive knowledge and understanding of the insurance field. This position is characterized by the exercise of discretion and independent judgment in organizing, scheduling and performing the work generated by the portion of the book of business you have been assigned to. Responsible for day-to-day direction of Technical Assistants.

This position works in concert with the producer to develop new business opportunities and provides high level renewal support, including renewal and new business client facing meetings. Work to develop strategic support to the sales producer in order to create midyear coverage reviews and proactive communications to enhance the client experience.

Essential Duties and Functions:

• Oversee assigned book of business in accordance with Brown & Brown policies and procedures.
• Participate in Monthly New/Renewal Meetings
• Renewal Processing
• Create renewal submissions - Coordinate process
• Request updated underwriting information
• Market/Submit for quotes
• Initiate Renewal (bind, binders, invoice and bind letter)
• New Business Processing
• Draft/set-up applications from producer
• Market/Submit for quote
• Request from client a cert holder list to give to TA prior to effective date.
• Initiate new business (bind, binders, invoice and bind letter)
• Provide TA with binding request, policy number and writing company in order for the TA to process the certs and auto ID cards
• Mail - Coordinate Processing
• Handles routine incoming calls in Producer's absence; answers questions regarding client coverage and limits
• Client / Company Requests (receive - coordinate - process)
• Producer request for assistance (coordinate process)
• Handle all accounting requests
• Claims (receive - coordinate - process)
• Policy Checking - Schedule of Insurance
• Train new TAs on policies and procedures
• Final Audits
• Certificates (receive - review - coordinate)
• Identify on Suspense list what action is needed for TA to take
• Order MVR's
• Follow-up with Producer to ensure Insurance Coverage Review Checklist is completed timely
• Informs Producer of unusual activity on accounts
• Other duties may be assigned
• Planning/organizing - the individual prioritizes and plans work activities and uses time efficiently
• Interpersonal skills - the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things
• Oral communication - the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills
• Written communication - the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information
• Problem solving - the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality
• Quality control - the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality
• Adaptability - the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events
• Safety and security - the individual observes safety and security procedures and uses equipment and materials properly

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required:

• High School Diploma
• Proficient with MS Office Suite
• Active P&C License
• Insurance Brokerage Experience

Preferred:

• Bachelor's Degree
• 3-5 years' experience in similar position