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Senior Account Manager
Brown & Brown InsuranceSenior Account Manager providing commercial lines service and support to clients at Brown & Brown. Responsibilities include maintaining and expanding assigned accounts while processing daily requests.
About the role
Key responsibilities & impact- Process daily mail, including faxes and e-mail, for assigned accounts.
- 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 procedure’s manual.
Requirements
What you’ll need- High School Diploma
- A college degree in Business Administration, Insurance, Risk Management, or a related field, or an equivalent qualification. (Preferred)
- 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 of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc.)
- 7+ years of professional experience within the insurance industry’s account management, sales or a related field.
Benefits
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data entryaccount managementinsurance underwritingpremium finance agreementsbillingExcel spreadsheetsinsurance policiesauditsrenewal marketingcommercial applications
Soft Skills
organizational skillscommunication skillsattention to detailcustomer serviceproblem-solving
Certifications
High School Diplomacollege degree in Business Administrationcollege degree in Insurancecollege degree in Risk Management