Client Account Manager

Bridge Specialty Group•Ft. Lauderdale, FL

10h

About The Position

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 Personal Lines Account Manager to join our growing team in Ft. Lauderdale, FL! The Personal Lines Account Manager is responsible for servicing new and existing clients and helping to maintain positive client relationships for Personal Lines accounts, providing high quality of service with a focus on the profitability of the business to the agency. How You Will Contribut e: Reviews renewal list of policies expiring in the prescribed time frames to determine appropriate actions. Rates and prepares quotations, when necessary. Prepares Proposals for presentation by producers. Mails and/or emails binders and ID cards to insureds. Mails, faxes or emails, application to company and suspend for receipt of policy. Handles client telephone and mail requests for information, endorsements, cancellations, and other services as required. Requests endorsements as required. Markets accounts/lines as needed. Processes accounting and billing needs related to clients. Assists with accounts receivable control. Documents all conversations with insured and/or other interested parties. Completes policy rewrites, when necessary. Abides by the underwriting guidelines and binding authority guidelines of each company. Sends Insurance Coverage Review form or Small Business. Questionnaire to be insured with letter as required and attach in Image Right. Maintains and update the AMS 360 database timely and accurately.

Requirements

2-20 or 4-40 license (or obtained within 90 days)
Knowledge of customer service functions such as rating, marketing, claims handling and coverage information.
Strong commitment to service for the agency's clients.
Strong Microsoft Word and Excel knowledge.
Effective written and verbal communications skills.
Good organizational skills, attention to detail and ability to respond to requests effectively and efficiently.

Nice To Haves

Personal Lines Designation (Preferred)

Responsibilities

Reviews renewal list of policies expiring in the prescribed time frames to determine appropriate actions.
Rates and prepares quotations, when necessary.
Prepares Proposals for presentation by producers.
Mails and/or emails binders and ID cards to insureds.
Mails, faxes or emails, application to company and suspend for receipt of policy.
Handles client telephone and mail requests for information, endorsements, cancellations, and other services as required.
Requests endorsements as required.
Markets accounts/lines as needed.
Processes accounting and billing needs related to clients.
Assists with accounts receivable control.
Documents all conversations with insured and/or other interested parties.
Completes policy rewrites, when necessary.
Abides by the underwriting guidelines and binding authority guidelines of each company.
Sends Insurance Coverage Review form or Small Business. Questionnaire to be insured with letter as required and attach in Image Right.
Maintains and update the AMS 360 database timely and accurately.