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Brown & Brown Insurance

Provides risk management and insurance solutions

Commercial Lines Account Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeSyracuse, NY, USA$28.84 - $38.46 /hrHybrid

About the Job

Requirements

  • A high school degree or equivalent.
  • A valid Insurance Producer license in good standing for the authorities in states needed to service the assigned book of business, or the ability to obtain the license within 90 days of hire.
  • Proficient knowledge of the Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher, and the ability to create, edit, and merge letters, spreadsheets, labels, and similar documents.

Responsibilities

  • Work closely with the producer and Commercial Lines Customer Service Representative to service new and existing accounts and achieve agency sales goals and service standards.
  • Secure the retention of specifically assigned commercial accounts through marketing responsibilities.
  • Develop a full working knowledge of Commercial Lines procedures.
  • 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 endorsement requests and control and prepare 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 and oversee the placement of documents into appropriate sections of the automated database.
  • Order cancellations when requested or required.
  • Assist in clearing unbilled items, account differences, and commission differences.
  • Coordinate premium financing needs with the Accounting Department.
  • Keep producers informed of real or potential problems.
  • Correspond with markets and clients, accompanying producers on visits as requested.
  • Market assigned accounts, obtain and evaluate quotations, and determine and recommend markets.
  • Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy.
  • Maintain knowledge of approved carrier rates and be able to explain the rating of any policy.

Desired Qualifications

  • A CPCU and/or CIC designation is preferred.
  • A college degree in a business-related field is preferred.
  • One to two or more years of insurance experience or experience in a related field is preferred.

About the Company

Brown & Brown Insurance

Provides risk management and insurance solutions

Brown & Brown offers risk management and insurance solutions through Retail and Specialty Distribution. It acts as a broker and advisor, matching customers with coverage, assessing risk, and coordinating policies. The company differentiates itself with a large industry presence, a culture built on integrity and the Power of WE, and a strong commitment to local communities. Its goal is to help customers manage and reduce risk while protecting their assets over the long term.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Leeds, United Kingdom
Founded
1914

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