Client Account Manager
Brown & Brown Insurance
full-time
Posted on:
Location Type: Hybrid
Location: Ft. Lauderdale • Florida • United States
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About the role
- Reviews renewal list of policies expiring in the prescribed time frames to determine appropriate actions.
- Rates and prepares quotations, when necessary.
- Prepares Proposals for presentation by producers.
- Mails and/or emails binders and ID cards to insureds.
- Mails, faxes or emails, application to company and suspend for receipt of policy.
- Handles client telephone and mail requests for information, endorsements, cancellations, and other services as required.
- Requests endorsements as required.
- Markets accounts/lines as needed.
- Processes accounting and billing needs related to clients.
- Assists with accounts receivable control.
- Documents all conversations with insured and/or other interested parties.
- Completes policy rewrites, when necessary.
- Abides by the underwriting guidelines and binding authority guidelines of each company.
- Sends Insurance Coverage Review form or Small Business Questionnaire to be insured with letter as required and attach in Image Right.
- Maintains and update the AMS 360 database timely and accurately.
Requirements
- 2-20 or 4-40 license (or obtained within 90 days)
- Personal Lines Designation (Preferred)
- Knowledge of customer service functions such as rating, marketing, claims handling and coverage information.
- Strong commitment to service for the agency's clients.
- Strong Microsoft Word and Excel knowledge.
- Effective written and verbal communications skills.
- Good organizational skills, attention to detail and ability to respond to requests effectively and efficiently.
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
policy renewalquotationsproposals preparationendorsements processingaccountingbillingaccounts receivable controlpolicy rewritesunderwriting guidelinescustomer service functions
Soft Skills
commitment to serviceeffective communicationorganizational skillsattention to detailability to respond to requests
Certifications
2-20 license4-40 licensePersonal Lines Designation