Commercial Lines Account Manager
At a glance
Manager-level Account Management role at Bb Insurance. Syracuse · full-time · no salary stated · we estimate $88,625–$150,000 across the United States.
Bb Insurance has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Service new and existing commercial accounts with producers and customer service representatives to support agency sales and service targets
- Handle client questions and check policy documents, rates and endorsements, recommending corrections when needed
- Coordinate endorsement requests and prepare binders, certificates, invoices and other account materials
- Market assigned accounts by gathering and assessing quotes, then recommending suitable carriers
- Maintain account records, track pending items and flag actual or potential issues to producers
What you bring
- You need a high school diploma or equivalent
- You hold a valid insurance producer license for the states your assigned accounts require, or can obtain one within ninety days
- You bring at least one to two years of insurance or related experience; this is preferred, not required
- You can work with Microsoft Windows tools, including Word, Excel, PowerPoint or another listed program
Who this fits
This role suits someone who can manage commercial account servicing and marketing while coordinating closely with producers and customer service staff. The position is based in Syracuse and is hybrid. A business-related college degree and CPCU or CIC designation are preferred.
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 Syracuse, NY!
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.
How You Will Contribute:
- 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.
Licenses & Certifications:
- 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.
- CPCU and/or CIC designation preferred. (preferred)
Skills & Experience to be Successful:
- 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.
- College Degree in a business-related field. (preferred)
- 1-2+ years of insurance experience, or a related field. (preferred)
Pay Range
$28.84 - $38.46 HourlyThe 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”.
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