Commercial Lines Account Manager
Brown & Brown · Fort Lauderdale, FL · 2 wk ago
FinanceFull-time
About the role
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 for our team in Fort Lauderdale, Florida.
Responsibilities
- Work with the Large Commercial clients to provide exceptional customer service
- 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
- Aid in clearing omitted items, account differences, and commission differences
- Cook with the Accounting Department regarding premium financing needs
- 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
Requirements
- 5+ years' in an independent agency setting servicing commercial accounts and marketing renewals
- 2-20 license required with a strong interest in obtaining other insurance designation
- 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 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
Qualifications
- Bachelor's Degree highly preferred
- Bilingual Spanish or other languages is a PLUS!