Commercial Lines Account Executive

Commercial Lines Account Executive

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 Executive to join our growing team in Rochester, NY!

The Commercial Lines Account Executive is responsible for independently providing work client deliverables to each client, to become a trusted advisor to the client, and support of the Sales team.

How You Will Contribute:

• Responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients.
• Work with AA to trouble shoot problems /issues with carriers/clients to resolve issue.
• Meet regularly with Account Assistants to review account service needs, identify and resolve any problems that arise.
• Follow-up to address customer needs and resolve any problems or issues. Participate in client relationship - communicate with clients on a regular, proactive basis (minimum quarterly) develop & broaden relationships with key decision makers.
• Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives.
• Complete annual ICR's with clients on accounts with revenue of $25,000 and over in accordance with best practices.
• Meet monthly with Marketing to discuss upcoming renewals, starting 90-120 days out.
• Work with Producer to determine best markets and marketing strategy for customer's coverage and pricing. Communicate renewal expectations with the client.
• Participate in renewal marketing process to gather renewal materials and package for marketing.
• Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements.
• Make sure to adhere to the completion of proposals to clients at least 21 days from renewal.
• Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
• Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
• Develop service plan and timeline for each client. Implement and monitor service plan.
• Conduct 360 Risk Index where applicable. Annual Stewardship Report should be part of plan.
• Complete accountability for client receipt of all client life cycle deliverables as described in client management outline.
• Provide proactive client support, setting goals & expectations for client requests and meeting/exceeding those goals.

Licenses and Certifications:

• Licensed Insurance Broker in respective areas.

Skills & Experience to Be Successful:

• Associate's or Bachelor's in a business-related discipline. (Preferred)
• Exceptional telephone demeanor.
• Must be experienced in using the internet and utilizing online systems.
• Excellent writing and oral communication skills are required.
• Ability to navigate MS Office; Excel, AMS360 & AMFRS.
• At least 5 years' experience in a similar position.

Pay Range

$70,000 - $100,000 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".