Jobs · Finance · Florida

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!

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