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Senior Account Manager, Commercial Lines
Risk Strategies CompanySenior Account Manager responsible for insurance account management at Brown & Brown. Managing relationships and renewal processes while ensuring compliance and growth strategies for client retention.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management within the insurance industry, focusing on client retention, compliance, and policy processing. Proficient in utilizing Applied Epic and Microsoft Office tools to enhance operational efficiency and client service.
Highest-signal resume keywords
Account ManagementInsurance Industry ExperienceApplied Epic ProficiencyP&C Insurance LicenseClient Relationship Building
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy ProcessingClaims ReportingCoverage AnalysisRenewal ManagementCompliance Documentation
Soft Skills
Client RetentionConsultative AdvisingRelationship Management
Tools & Technologies
Applied EpicMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Publisher
Certifications & Qualifications
Valid P&C Insurance License
Industry Keywords
Insurance CoveragesContractsState RegulationsAccount RoundingSales Management Database
About the role
Key responsibilities & impact- Responsible for day-to-day account management, including processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up
- Build courteous and successful relationships with clients, vendors and carriers to improve client retention
- Identify gaps in coverage and consult and advise the client
- Manage the renewal process as needed
- Review internal compliance and client disclosure requirements
- Assist in growing the book of business through account rounding and referrals
- Document renewal, sales, and insurance operations compliance documents into the sales management database and agency management system
Requirements
What you’ll need- 5+ years’ experience in the insurance industry, or a related field
- College Degree in a business-related field (preferred)
- Experience with Applied Epic (preferred)
- Valid State Issued P&C Insurance license
- Knowledge of insurance coverages, contracts, and state regulations where business is conducted
- Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
Benefits
Comp & perks- Health insurance
- Retirement plans
- Professional development