Commercial Lines Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Commercial Lines Account Manager is responsible for providing service to the agency’s clients on their commercial insurance program through various means of communication with strong emphasis on retention and growth through prompt and courteous service. Assists Producers in the placement of new and renewal business.

Essential Duties and Responsibilities:

• Assists Producers in the placement of new and renewal business.
• Prepare and send Future ACORD applications to market for Renewal indications, per AM/Producer instructions
• Assists with the marketing of New Business
• Provide direct customer service support for commercial lines clients
• Issue appropriate documentation, as needed including certificates of insurance, auto insurance ID cards, etc.
• Compose or assist in composition of highly technical or sensitive correspondence
• Ability to translate highly technical information for the client’s understanding
• Compile applications, negotiating with underwriters and preparing proposals for new and renewal business proposals/offerings
• Contact clients and/or underwriters to obtain additional information or answer questions
• Resolve policy and coverage related concerns for clients, insurance carriers, and Producers
• Ability to communicate negative actions to the client, while offering a solution to remedy the situation
• Bind, or place coverage with acceptable carriers adhering to appropriate carriers binding authority
• Stay current on company insurance products and offerings.
• Be cognoscente of developments in the marketplace, including product line offerings, changing insurance consumer trends and needs when advising clients
• Set up and maintain electronic file information in the Agency Management System including data entry and client & policy database maintenance
• Maintain accurate and timely documentation of communication pertaining to client’s insurance program
• Review accounts handled for adequate coverage
• Educate, cross sell, and up-sell coverage, recommending changes to insured for enhanced protection, ensuring Profit Center Minimum Standards are being met
• Process change requests and other coverage research issues
• Process ICRs in compliance with Brown & Brown protocol
• Check policy coverage and endorsements for accuracy
• Assume full responsibility for service and administration of client accounts
• Assist with training of Account Technicians and Administrative Assistants
• Transact Agency Billed Policy in timely fashion adhering to Brown & Brown protocol
• Review Aged Receivables, follow up on collection of premium payments, and assist the accounting department in reconciliation of company and client accounts
• Follow established guidelines for workflow and system documentation
• Consistently meet all Brown & Brown established Quality Control Practices and Timelines
• Manage & maintain individual Washington Producer’s License by attending appropriate CE classes

RELEVANT SKILLS:

• Ability to read and interpret technical and other complex documents
• Ability to write routine correspondence such as letters and memos
• Excellent interpersonal communication skills
• Consistent dependability / availability; excellent attendance record
• Highly organized, with ability to report the status of items on immediate basis
• Excellent work habits - detail oriented, works accurately, follows specific instructions
• Excellent prioritization skills - sense of urgency
• Ability to focus and complete task at hand, despite frequent interruptions
• Team player with ability to take diverse directions from multiple individuals
• Ability to analyze coverage and forms
• Ability to operate basic office equipment, such as photocopier, scanner and fax

EDUCATION AND EXPERIENCE REQUIRED:

• Current Washington State Insurance License and appropriate Non-Resident Licenses
• High school diploma or equivalent
• 5-7 years of recent agency experience handling the service of multi-line commercial lines book of business
• Working knowledge of MS Office (Word, Excel, & Outlook)
• Working knowledge of carrier websites (Preferred)
• Professional designation (ACSR, CIC, CPCU, CISR) (Preferred)
• Experience with Agency Management Software Systems (Preferred)
• This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle.  If appropriate, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and