Senior Commercial Insurance Account Manager

Brown & Brown, Inc.; Walnut Creek (CA); On-site; USD 52,000 - 61,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Student Loan Aid

Tuition Reimbursement

Mental Health Services

Paid Time Off

Holidays

Partner Discounts

Job summary

Brown & Brown, Inc. in Walnut Creek, CA is seeking a Commercial Account Manager to serve as the primary client contact for a book of business.

The role requires autonomous work, deep knowledge of commercial insurance, and the ability to coordinate with producers and carriers to address client needs. You will manage renewals, gather exposures, and ensure accurate documentation, while delivering exceptional service and maintaining strong client relationships across levels.

Qualifications

• High School Diploma or equivalent.
• Proficient with MS Office Suite.
• Attention to detail with emphasis on accuracy and quality.
• Exceptional verbal and written communication skills.
• Exceptional customer service skills.
• Enjoys routine work, but flexible to respond to change in tasks/priorities.
• Preferred Bachelor’s Degree is preferred and/or extensive commercial insurance customer service experience.
• 5+ years’ experience in a similar position.

Responsibilities

• Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers.
• Assisting Producers with any new business calls and implementation of new business for newly assigned accounts as a resource.
• Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal.
• Handle a diverse range of insurance products in the Commercial Lines arena.
• Submit complete and accurate renewal information to the incumbent carrier(s).
• Prepare Insurance Coverage Review documents.
• Bind coverage with the carrier(s) in accordance with the client’s instructions.
• Responsible for the day-to-day account management of client accounts which includes, but not all-inclusive: Speak to customers regarding commercial coverages on their policies.
• Renew commercial policies by providing ID cards, binders, policies and certificates.
• Monitor and process quality control procedures on each commercial account.
• Utilize Agency Management System by creating activities and attachments for each commercial account.
• Manage all aspects of assigned accounts.
• Communicate with PCL on status of accounts.
• Manage accounts receivable on designated book of business.
• Process daily mail and perform daily administration of designated book of business.
• Contribute to the development of Technical Assistants.

Skills

MS Office Suite

Attention to detail

Verbal communication

Written communication

Customer service

Flexibility

Education

High School Diploma or equivalent

Bachelor’s degree

Tools

MS Office Suite

Job description

Brown & Brown, Inc. in Walnut Creek, CA is seeking a Commercial Account Manager to serve as the primary client contact for a book of business.

The role requires autonomous work, deep knowledge of commercial insurance, and the ability to coordinate with producers and carriers to address client needs. You will manage renewals, gather exposures, and ensure accurate documentation, while delivering exceptional service and maintaining strong client relationships across levels.