Commercial Lines Account Manager
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 to join our growing team in Rochester, NY. The Commercial Lines Account Manager is responsible for overseeing and managing the day-to-day service and support of commercial insurance accounts, ensuring the delivery of exceptional customer service and maintaining long-term client relationships. This role requires a deep understanding of commercial insurance products, the ability to assess clients’ needs, and the skill to develop tailored insurance solutions.
Requirements
- Property & Casualty License, required.
- Strong technical knowledge of coverage in all commercial lines insurance coverage.
- 4+ years of service/general agency/company experience.
- Proficient in Microsoft Office Suite
Nice To Haves
- Insurance designation is strongly preferred.
- Experience working with AMS 360 is preferred.
Responsibilities
- Manage the daily account management of an assigned book of business, including invoicing, claims reporting and follow-up, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
- Oversee the completion of administrative tasks, including issuance of certificates of insurance and auto ID cards and processing policies/endorsements.
- Build successful relationships with clients, vendors, and carriers to improve client retention.
- Identify gaps in coverage and consult leadership or producer of options to advise our clients.
- Support the renewal process for all assigned and prospective clients with the producer, including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing, and preparing the renewal proposal and binders.
- Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
- Help grow the assigned book of business through account rounding and referrals.
- Support marketing and sales teams.
- Follow agency guidelines, policies, and procedures.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
