Commercial Lines Account Manager

Brown & Brown InsurancePryor Creek, OK
3d

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 Commercial Lines Account Manager for our growing team in Pryor, OK! How You Will Contribute: Oversee the retention and client relationship management of a designated book of business Follow agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparation of submissions, identification of markets, quote comparisons, preparation of proposals, presentation and post-binding activity and documentation Participate in strategic internal and external meetings to generate innovative solutions for customers and provides recommendations for an array of commercial lines property & casualty insurance Participate in pre-renewal, renewal, stewardship, and claims review meetings with customers as necessary. Responsible for maintaining accuracy of customer files, and consistent documentation Identify internal resources and utilize them to effectively bring values to customer Maintain excellent communication with team and internal and external customers at all stages of account cycle Provides sound recommendations and guidance to customers on insurance programs Strictly adhere to procedures and deadlines; communicate the same needs to team Invoice and collect premiums in timely manner in accordance with agency procedures Provide prompt responses to all customer requests including expedited requests for policy documentation, such as certificates and ID cards Other duties and special projects as assigned #LI-KM1 Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: 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. If you are an existing Brown & Brown teammate, please click here to apply to a job on our internal career site.

Requirements

  • Current Oklahoma Property & Casualty Agent’s license
  • High School Diploma or equivalent
  • 2+ years' experience in commercial lines P&C insurance, including experience in an independent agency setting handling and servicing middle market or large accounts

Nice To Haves

  • Familiarity with TAM or AMS 360 (agency management systems) and insurer websites (preferred)
  • Bachelor's Degree in Risk Management & Insurance (preferred)
  • Professional Designation (CISR, CIC, ARM, etc.) (preferred)

Responsibilities

  • Oversee the retention and client relationship management of a designated book of business
  • Follow agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparation of submissions, identification of markets, quote comparisons, preparation of proposals, presentation and post-binding activity and documentation
  • Participate in strategic internal and external meetings to generate innovative solutions for customers and provides recommendations for an array of commercial lines property & casualty insurance
  • Participate in pre-renewal, renewal, stewardship, and claims review meetings with customers as necessary.
  • Responsible for maintaining accuracy of customer files, and consistent documentation
  • Identify internal resources and utilize them to effectively bring values to customer
  • Maintain excellent communication with team and internal and external customers at all stages of account cycle
  • Provides sound recommendations and guidance to customers on insurance programs
  • Strictly adhere to procedures and deadlines; communicate the same needs to team
  • Invoice and collect premiums in timely manner in accordance with agency procedures
  • Provide prompt responses to all customer requests including expedited requests for policy documentation, such as certificates and ID cards
  • Other duties and special projects as assigned

Benefits

  • Medical/Rx
  • Dental
  • Vision
  • Life Insurance
  • Disability Insurance
  • ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Free Mental Health & Enhanced Advocacy Services
  • Paid Time Off
  • Holidays
  • Preferred Partner Discounts
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