Commercial Lines Account Manager

Brown & Brown Insurance

Commercial Lines Account Manager responsible for client retention and renewal process management. Ensuring compliance and providing strategic guidance in commercial lines property and casualty insurance.

Posted 5/23/2026full-timeAlpharetta • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Be accountable and responsible for retention and client relationship management for book of clients
Follow agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparing submissions, identifying markets, following up for and comparing quotes, preparing proposals, presentations and post-binding activity and documentation
Participate in strategic internal and external meetings to generate innovative solutions for clients and provide recommendations for an array of commercial lines property and casualty insurance.
Maintain accuracy of client files, and consistent documentation
Identify internal resources and utilize them to effectively bring value to clients
Maintain excellent communication with team, internal and external clients at all stages of account cycle
Provide sound recommendations and guidance to clients on insurance programs
Strictly adhere to procedures and deadlines; communicate the same needs to team.
Invoice and collect premium in a timely manner, in accordance with agency procedures
Promptly reply to all client requests, including expedited requests for policy documentation such as certificates and ID cards
Foster and seek relationships with teammates across all levels of Brown & Brown
Ensure compliance with government agencies and corporate policies and procedures
Attend training sessions, courses, etc. to maintain up-to-date skills

Requirements

What you’ll need

4+ years’ experience in Commercial Insurance account management, required
Proficiency in Microsoft Office 365, required
Exceptional customer service and interpersonal skills, required
Bachelor’s Degree, preferred
Insurance designations (CIC, CISR, ARM, etc.), a plus
Experience with AMS360 or ImageRight insurer websites, a plus

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

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementcommercial insuranceclient relationship managementinsurance programsproposal preparationdocumentation accuracyinvoice processingpremium collectionrenewal workflowmarket identification

Soft Skills

customer serviceinterpersonal skillscommunicationteam collaborationstrategic thinkingproblem-solvingtime managementattention to detailadaptabilityrelationship building

Certifications

CICCISRARMBachelor's Degree