Brown & Brown
Commercial Lines Client Account Manager
6 days agoWhat's your preference?
Job Description
- Req#: R25_0000001969
Build and maintain strong client relationships, addressing needs and resolving underwriting or policy issues.
Manage and retain an existing book of business while pursuing opportunities for new business.
Ensure compliance with audit and performance standards set by leadership.
Handle all client communications, including follow-ups, phone calls, emails, and mail processing.
Maintain accurate and up-to-date information in the agency management system, including all required documentation.
Prepare timely billings, invoices, customer renewals, proposals, and presentations.
Support the end-to-end client service process, including marketing and document management.
Manage the ICR process in coordination with Producers.
Regularly review reports such as Backwards Expiration and daily downloads to stay informed and proactive.
Adhere to agency policies and procedures while engaging in continuous professional development.
MA Property & Casualty Producer License.
High School diploma
Bachelor's Degree is preferred and/or extensive insurance experience (preferred)
2+ years functioning in the Commercial Lines department at an agency or company level ( preferred )
Proficient with MS Office Suite
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality
- 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.
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 Commer cial Lines Account Manager to join our growing team in L ongmeadow, MA!
The Commercial Lines Account Manager primary responsibility includes customer service duties for customer accounts and transactions, in support of the production of the business.
How You Will Contribute:
Licenses and Certifications:
Skills & Experience to Be Successful:
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
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”.
About the company
We craft insurance differently by using our experience, carrier relationships, and principled customer focus to deliver exceptional service and solutions.
Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.
Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.
An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report. NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.