Client Account Manager
Job Description
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 has an exciting opportunity available for a Commercial Lines Client Account Manager for our team in Roseland, NJ.
The Client Account Manager will provide commercial lines service and support to clients and production staff, by assisting, maintaining, and expanding assigned accounts.
WHAT YOU'LL DO:
- Answer and process all telephone requests for assigned accounts.
- Maintain account files in an orderly sequence according to established procedures.
- Secure Insurance Coverage Review checklist on New and Renewal accounts over $2,500 in revenue.
- Enter all required data into system to maintain current file data on assigned accounts.
- Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company's carriers.
- Handle renewal marketing of accounts.
- Attend carrier and industry meetings and seminars.
- Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations as defined in the company procedures manual.
- May take claim calls and report to carriers as defined in the company procedures.
- Secure loss runs and experience modification worksheets on assigned accounts.
- Maintain suspense or follow-up system for correspondence/requests.
- Process premium finance agreements as needed.
- Prepare billings and/or invoices on a timely basis.
- Assist client through preparation of Excel spreadsheets and premium breakdowns.
- Assist in the collection of premiums and audits as defined in the procedures manual. Maintain expiration records.
- Provide back-up to other Commercial Service Agents as assigned.
- Pursue a program of personal and professional development. Develop and maintain working relationship with various company marketing representatives and underwriters.
- Maintain favorable relationship with clients, Producers, and fellow employees.
- Develop and maintain strong technical knowledge of commercial lines coverage & rating.
- All other duties as assigned.
WHAT YOU'LL NEED:
- Large Lines position prefers college degree, designation, or equivalent professional experience
- Strong technical knowledge of coverage in all commercial lines insurance coverage
- 2 years service/general agency/company experience.
- Property & Casualty Agent's License
- Proficient in Microsoft Office Suite
WHAT WE OFFER:
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Paid Time Off
- Generous benefits package: health, dental, vision, 401(k), and many additional benefits
- 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.
Date Posted
03/09/2024
Views
2
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