Senior Account Manager & Training Manager

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 Senior Account Manager and Training Manager to join our team in Honolulu, Hawaii!

WHAT YOU’LL DO:

• Proposal/Bind Order – Prepare proposal, transmit to client, bind coverages per instructions
• Summary of Insurance/Premium Allocation – Prepare and transmit to client as needed per account
• Proofs (in accordance with Agency authority) – Issue Binders, Auto IDs, Certificates of Insurance/EPI (with a working knowledge of contract requirements and forms needed)
• Invoicing/Handle Billing issues – Direct Bill, Agency Bill, Cancellations, Discrepancies, Collections, Refunds
• Change Requests – Process requests, instructions to carrier(s), checking accuracy of endorsements, related transactions and transmittal to Insured
• Policies – Check policy against bind instructions, handle discrepancies, transmit to Insured
• Audits – Timely processing with understanding of handling disputes and payment issues
• Claims – Obtain necessary information from Insured/claimant, issue loss notice, report incident to carrier and communicate claim and adjuster information to appropriate parties as needed
• Contract reviews
• Order underwriting documents as needed: Loss Runs, Experience Modification worksheet, MVRs, etc.
• Obtain online documents (Policies, Dec Page, Endorsements, Payment info, etc.) from carrier portals
• Document Agency Management System in accordance with company guidelines
• Maintain client files, activities (follow-up & close as necessary)
• Meetings – Attend internal/external meetings as necessary by AE, Department, Management, job function
• Attend CE/other classes to enhance professional development and maintain licensing requirements
• Handle all incoming requests and to respond to clients as needed
• Will handle select accounts independently within assigned book
• Perform in accordance with B&B Best Practices policy and procedures and/or Profit Center guidelines
• Able to train new Account Managers
• Manages a team of two or more direct reports
• Responsible for verification of Agency Bill reports

WHAT YOU’LL NEED:

• High School Diploma
• Positive attitude, dependability, strong work ethic, and maintaining a positive culture in the workplace
• Technical knowledge of insurance coverages
• Proficient with MS Office Suite
• Exceptional communication/demeanor (written & verbal) with internal and external individuals
• Ability to maintain a high level of confidentiality and ethical conduct
• Professional office experience, etiquette and appearance
• Valid Hawaii Insurance Producer License – Property & Casualty (Life & Health if applicable)

WHAT WE OFFER:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Discretionary time off
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.