Brown & Brown Insurance

Lawyers Professional Liability – Account Manager

Brown & Brown Insurance

full-time

Posted on:

Location Type: Hybrid

Location: Dedham • Connecticut • Massachusetts • United States

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Salary

💰 $34 - $46 per hour

About the role

  • Build, expand and solidify relationships with clients at all levels within the company
  • Manage and retain existing book of business
  • Continuously achieve all audit and performance standards as outlined by leadership
  • Follow-up to address customer needs and resolve any problems or issues
  • Manage and maintain agency management system with current required information and documents
  • Process daily mail and tasks, including faxes and e-mail, for assigned accounts
  • Answer and process all telephone requests for assigned accounts
  • Prepare billings and/or invoices on a timely basis
  • In conjunction with the Producer, manage ICR process
  • Responsible for the end-to-end client service process
  • Underwrite new and renewal business in accordance with Carrier Underwriting authority and guidelines
  • Review daily, weekly, monthly reports such as expiration and daily downloads Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements
  • Keep current with email & tasks
  • Meet with clients / walk-ins in the office as needed / upon request
  • Attempt to generate new business activity and account rounding
  • Follow Agency guidelines, policies and procedures
  • Attend meetings as required by the Profit Center Leader, Producer or Commercial Lines Leader.
  • Pursues a course of personal, professional development.

Requirements

  • Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
  • High school diploma
  • Associate or bachelor’s degree (Preferred)
  • 2+ years functioning in Commercial Lines department at an agency or company level (Preferred)
  • Strong technical knowledge of the industry of expertise currently being targeted.
  • Proficient with MS Office Suite
  • Proficient knowledge and use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwritingclient servicebillingproposal preparationreport reviewaccount managementaudit standardsperformance standardsbusiness developmentcommercial lines
Soft Skills
relationship buildingproblem solvingcommunicationconfidentialitycustomer serviceprofessional developmentorganizational skillstelephone etiquetteattention to detailteam collaboration
Certifications
Insurance Producer licensehigh school diplomaassociate degreebachelor's degree