Commercial Lines Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Purpose: To work closely with the producer and Commercial Lines Customer Service Representative to service new and existing accounts to achieve Agency sales goals and service standards. Responsible for securing the retention of specifically assigned Commercial accounts through marketing responsibilities. Essential Duties and Responsibilities: Develop a full working knowledge of Commercial Lines procedures. Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments. Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments. Oversee the requests for endorsements, and control and preparation of binders, certificates, invoices, automobile identification cards, and similar items. Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate. Maintain account files, overseeing that documents are placed into appropriate sections of automated database. Order cancellations where requested or required. Assist in clearing unbilled items, account differences, and commission differences. Coordinate premium financing needs with Accounting Department. Keep producers informed of real or potential problems. Correspond with markets and clients, accompanying producers on visits as requested. Responsible for the marketing of assigned accounts, obtaining and evaluating quotations, and determining and recommending markets. Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy. Maintain knowledge of approved rates by the respective carriers, and be able to explain the rating of any policy. Negotiate with company underwriters. Prepare complete and accurate submissions. Prepare and/or modify quotations when required. Maintain a suspense file for proper follow up of outstanding quotation requests. Prepare policy orders to the successful carrier, binding and invoicing as appropriate. Check carrier issued policies for accuracy. Inform carrier and client of forthcoming corrections. Utilize agency automation with a high level of knowledge and proficiency. Follow procedures as established in the Commercial Lines Procedure Manual. Pursue a program of personal and professional development. All other duties as assigned. Competencies: Customer Focused – Builds strong relationships and delivers customer centric solutions. Communicates Effectively – Delivers communications that convey a clear understanding of the unique needs of different audiences. Instills Trust– Gains the confidence & trust of others through honesty, integrity & authenticity. Resilience- Steps up to tackle tough assignments. Drives Results – Consistently achieve results through problem solving. Drives Engagement – Helps create a positive and engaging work environment. Cultivates Innovation – Creates new and better ways for internal processes. Attracts & Develops Talent – Refer top talent and set a positive example for potential new hires. Decision Quality – Make good and timely decisions that drive efficient workflows. Mentorship – Support the growth and development of others through teamwork and knowledge sharing. Education, Experience and Knowledge Required: High School degree or equivalent. Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc. Valid Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire. Preferred: College Degree in a business-related field. CPCU and/or CIC designation preferred. 1-2+ years of insurance experience, or a related field. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Physical Requirements Necessary on a Regular Basis: Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard and mouse on a constant basis 7-8 hours per day. Vision sufficient for constant use of computer. Ability to sit at a desk 7-8 hours per day. Hearing sufficient for in-person and telephone communication on a daily basis. Pay Range $28.85 - $40.87 Hourly 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 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. Recruiting Vendor Disclosure Statement Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page. 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. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy. If you are an existing Brown & Brown teammate, please click here to apply to a job on our internal career site.