Commercial P&C Account Representative

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 P&C Account Representative role in Milwaukee, WI will provide high quality customer service while assisting in the coordination of services between the client and the insurance company.  Providing support for our internal service team. This includes such activities as reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries.

This position is hourly with a hybrid schedule out of the Milwaukee office.  

How You Will Contribute 

• Responds directly and promptly to client inquiries and requests while keeping the rest of the Service team advised. 

• Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, Auto ID cards, binders and Summary of Insurance, Renewal Information request, audits, endorsements, renewal information request forms, insurance specifications, proposals, etc.  Ensures policies follow coverages as quoted, proposed and bound.

• Collects and analyzes client specification data, including Schedules of Values.

• Promptly responds to routine requests for data and questions from clients, underwriters and internal staff.

• Develops and maintain client service plans, manages mid-term changes and assists in Stewardship reviews.

• Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s).  This includes such duties as: uploading documents into the policy management system, tracking the status of open items.

• Completes premium finance agreement requests and creates premium allocations as needed.   Verifies accuracy of invoicing and handles accounting issues.

• Requests and summarizes loss runs, may process claims and provide client advocacy.

• Meets with prospects and clients as needed to enhance knowledge of client accounts.

• Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures.

• Participates in the marketing process.  This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.

• Attends Continuing Education classes.

Skills & Experience to Be Successful  

• Strong oral and written communication skills with a proven commitment to high quality customer service. 

• Strong attention to detail. 

• Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service. 

• Demonstrates a sense of urgency and a proactive approach to meeting service requirements. 

• Develops and maintains a working knowledge of Brown & Brown systems and processes.

• Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems. 

• Ability to work in a team environment that is constantly changing. 

• College degree preferred. 

• 3 or more years related experience and licensed as a Producer of Property and Casualty in applicable state.  Participates in continuing education in order to maintain the appropriate level of credentials.

• Real estate account experience preferred.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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 m