Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Bb Insurance. 2 Locations · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Handle daily mail, calls, and client requests for your assigned commercial insurance accounts
- Check applications, renewals, and endorsements against carrier underwriting rules
- Prepare binders, policies, certificates, audits, cancellations, and other account documents
- Keep account records, expiration tracking, follow-ups, billings, and premium activity current
- Maintain working relationships with clients, producers, carriers, underwriters, and internal teams
What you bring
- At least two years providing service in the insurance industry
- A high school diploma and proficiency with Microsoft Office Suite
- A 4-40 property and casualty license
- An associate or bachelor’s degree, 2-20 license, or industry software background would be preferred
Who this fits
This role suits someone experienced in commercial insurance account servicing who can manage detailed documentation, billing, compliance, and client communication. The position is based in Jacksonville or Tallahassee, Florida.
From the employer
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 Jacksonville or Tallahassee, FL!
The Commercial Lines Account Manager is responsible for servicing commercial insurance accounts by reviewing renewals, processing policy documents, responding to client requests, ensuring compliance with underwriting guidelines, and maintaining strong relationships with clients, carriers, and internal teams.
How You Will Contribute:
Process daily mail, including faxes and e-mail, for assigned accounts
Answer and process all telephone requests for assigned accounts
Enter all required data into system to maintain current file data on all assigned accounts
Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers
Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations
Validate coverages and ratings policies, endorsements, audits, cancellations, etc.
Maintain suspense or follow-up system for correspondence/requests
Process premium finance agreements as needed
Prepare billings and/or invoices on a timely basis
Advise accounting of the appropriate posting of moneys received on assigned accounts
Assist in the collection of premiums and audits
Provide back-up to other Account Managers as assigned
Maintain expiration records
Develop and maintain working relationship with the various company marketing representatives and underwriters
Maintain favorable relationship with clients, producers, and employees
Develop and maintain strong technical knowledge of commercial lines coverages and rating
Perform clerical functions including, but not limited to submitting and sending faxes, proofreading and photocopying documents
Other duties may be assigned.
Licenses and Certifications:
4-40 P&C License
Skills & Experience to Be Successful:
Associate’s or Bachelor’s degree (preferred)
2-20 insurance license (preferred)
Industry software experience (preferred)
High school diploma
Proficient with MS Office Suite
2 years of service experience in the insurance industry
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”.
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