Brown & Brown · 20 hours ago
Small Commercial Account Manager
Spring House, PA, USA
Full-time
Onsite
Entry, Mid Level
2+ years expBrown & Brown is seeking a Small Commercial Account Manager to join our growing team in Spring House, PA. This role involves managing client relationships, ensuring exceptional customer service, and contributing to client satisfaction through various account servicing tasks.
Insurance
Responsibilities
Manage the day‑to‑day account servicing of an assigned book of business, including processing policies and endorsements, invoicing, issuing certificates of insurance and auto ID cards, reporting and following up on claims, preparing premium breakdowns, handling policy changes, reviewing policy forms, providing coverage comparisons, conducting loss analysis, and responding to coverage questions
Build and maintain courteous, successful relationships with clients, vendors, and carriers to support client retention
Assist in the full renewal process for assigned and prospective clients, including ordering updated loss information, obtaining updated account data, handling renewal applications, supporting renewal marketing and account rounding, reviewing and negotiating renewal pricing, and preparing renewal proposals and binders
Assist in the review of internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations and legal requirements
Support marketing and sales teams and document renewal, sales, and insurance operations compliance information in the sales management database
Attend internal and client meetings as needed and follow agency guidelines, policies, and procedures
Promote teamwork, support, knowledge sharing, a positive attitude, and a commitment to achieving or exceeding internal and external performance standards
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology, and professional licensing requirements
Qualification
Required
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire
2+ years' experience in the insurance industry, or a related field
Knowledge of insurance coverages, contracts, and state regulations where business is conducted
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
Preferred
College Degree in a business-related field
Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU)
Benefits
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 more.
Company
Brown & Brown
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Joel Eubank
COO/CFO Dealer Services
Kadir Edghill , CPA, MBA
CFO - Arrowhead Programs Division
Recent News
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