SR Commercial Account Manager

Brown & Brown, Inc.; Irvine (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Employee Discounts

Mental Health Resources

Job summary

Brown & Brown, Inc. in Irvine, CA is seeking a Sr Commercial Account Manager to act as the main client contact for a high-revenue book. The role requires autonomous work, deep insurance knowledge, and strong client relationship skills.

The successful candidate will manage renewals, carrier communications, and multi-carrier interactions while supporting producers on new business initiatives. The position offers a competitive salary range and comprehensive benefits.

Qualifications

• Active P&C license is required or pursued.
• 5+ years of experience in a similar commercial account role.
• Bachelor’s degree is preferred or equivalent commercial insurance experience.
• Proficient with MS Office and strong attention to detail.
• Excellent verbal and written communication and customer service.

Responsibilities

• Lead renewal process by obtaining quotes and claims experience from carriers.
• Assist producers with new business calls and implementation for new accounts.
• Act as liaison between producer and client to obtain exposure and renewal docs.
• Handle a range of insurance products in Commercial Lines.
• Submit complete renewal information to carriers.
• Prepare Insurance Coverage Review documents.
• Bind coverage with carriers per client instructions.
• Discuss commercial coverages with customers.
• Renew policies by providing ID cards, binders, and certificates.
• Monitor quality control procedures on each account.
• Use Agency Management System to create activities and attachments.
• Manage all aspects of assigned accounts and communicate status.
• Oversee accounts receivable for the book of business.
• Process daily mail and administer designated book.
• Contribute to development of Technical Assistants.

Skills

5+ years experience

Attention to detail

Verbal & written communication

Customer service

Autonomous work

Education

High School Diploma or equivalent

Bachelor’s degree (preferred)

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 Sr Commercial Account Manager to join our growing team in Irvine, CA!

The Senior Account Manager functions as the main client contact for an assigned book of business containing PCL’s accounts with a high degree of technical expertise. Minimum book size $1,000,000.00 in revenue.

This position requires the ability to work autonomously while performing duties requiring extensive knowledge and understanding of the insurance field.

This position is responsible for building, expanding and solidifying relationships with clients at all levels with the company and lead appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues, etc.

How You Will Contribute

• 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.
• 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.

Licenses & Certifications

• Active P&C License.

Skills & Experience to be Successful

• 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.

Pay Range $90,000 - $110,000 Annual

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”. We think of ourselves as a team, so we have teammates - not employees.

We strive to attract people who are competitive, driven, and disciplined.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results.

With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right.

With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage.

We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers.

Everything we do is about the greater “WE”—never “me.”While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.