Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Bb Insurance. West Palm Beach · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Manage retention and relationships across larger commercial accounts in construction, hotels, manufacturing, and distribution
- Handle client requests, policy reviews, endorsements, forms, rates, binders, certificates, invoices, and identification cards
- Market assigned accounts by gathering quotations, assessing carrier options, and recommending suitable markets
- Coordinate renewals, premium financing, account records, suspense items, commissions, and differences
- Work with commercial producers, clients, markets, accounting, and underwriters on account strategy and service
What you bring
- At least five years servicing commercial accounts and marketing renewals in an independent agency
- A current 2-20 license, with interest in earning additional insurance designations
- Strong command of Microsoft Word and Excel, including formulas, data manipulation, and pivot tables
- Ability to interpret insurance policies, coverages, documents, and regulations and communicate findings clearly
Who this fits
You’ll suit this role if you can manage complex commercial accounts, handle multiple service details, and understand the Florida insurance marketplace. The position is based in West Palm Beach and works closely with commercial producers, clients, carriers, accounting, and underwriters. A bachelor’s degree is highly preferred, while Spanish or another language is a plus.
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 West Palm Beach, FL
The Account Manager is responsible for retention and client relationship management of our larger commercial accounts. This book of business is a mixture of industries including construction, hotels, manufacturers and distributors. The selected candidate will be able to multi-task and have a strong working knowledge of the Florida insurance marketplace. The Account Manager must be familiar with all aspects of insurance services including renewal processing and policy analysis.
The Account Manager works in tandem with the Commercial Producer (Sales Agent) to develop account strategy and increase longevity and profitability for the company; utilizes company resources to collectively deliver solutions to clients, and is responsible for all aspects of managing and maintaining their commercial lines accounts. Essential Duties and Responsibilities include, but are not limited to:
How You Will Contribute
Work with the Large Commercial clients to provide exceptional customer service
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 when not documented via automated database.
Assist in clearing omitted items, account differences, and commission differences.
Coordinate premium financing needs with Accounting Department.
Keep producers informed
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.
Licenses and Certifications:
2-20 license required with a strong interest in obtaining other insurance designation.
Skills & Experience to Be Successful
5+ years' in an independent agency setting servicing commercial accounts and marketing renewals
Strong knowledge of Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.) is essential for position.
Excellent verbal and written communication skills.
Ability to read, analyze, and interpret insurance policies, coverages, documents and regulations.
Ability to write reports and business correspondence.
Ability to effectively establish rapport, present information and respond to questions from managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, commissions, premiums and percentages.
Ability to solve practical problems and deal with a variety of concrete variables.
Bachelor's Degree highly preferred
Bilingual Spanish or other languages is a PLUS!
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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