
Senior Commercial Lines Account Manager
Brown & Brown Insurance
full-time
Posted on:
Location Type: Remote
Location: Arizona • United States
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Salary
💰 $34 - $41 per hour
Job Level
About the role
- Finalizing a CIC or AAI Designation
- Handle large and complex franchise accounts
- Issue certificates of insurance and evidences of property insurance-working knowledge of contract requirements and forms needed.
- Issue ID cards
- Check billing status with carrier - Handle late pay/cancellation/reinstatement from beginning to end.
- Communicate with client about pay status via phone and/or email.
- Order loss runs – complete loss run matrix
- Order Experience mods from current carriers
- Able to read/understand an MVR – Orders MVRs when required
- Process Change Requests- handle corrections etc. including interaction with clients/carriers
- Process Endorsements and invoice any Agency Bill items- issue check request/process refunds from accounting, send refunds to payee.
- Process Policies (complete checklist, handle discrepancies, communicate with AE and or underwriter)
- Process Audits and Invoice any Agency Bill items-Understand audit and begin process of dealing with disputes and payment issues.
- Claim Reporting II (Understand the details-Take claims calls from client/claimant-report information to carrier and communicate claim and adjuster information back to client/claimant)
- Pull online documents and attach into client files
- If AE is out, monitor the inbox for Certs, Drivers, auto changes, billing issues etc.
- Advise back-up AE of anything else that might be an emergency
- Maintain current activities and follow-up as necessary
Requirements
- 3+ years insurance experience (Preferred)
- Independent insurance agency experience (Preferred)
- College degree (Preferred)
- High school diploma or equivalent
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Professional office environment experience
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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CIC DesignationAAI Designationinsurance certificatesbilling processesMVR understandingChange Requests processingEndorsements processingaudit processingclaim reportingloss run matrix
Soft Skills
communicationconfidentialitytelephone demeanorclient interactionfollow-upproblem-solvingattention to detailorganizational skillsemergency responseprofessionalism
Certifications
CICAAI