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Brown & Brown · 1 day ago

Commercial Lines Account Manager

Tallahassee, FL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Brown & Brown is seeking a Commercial Lines Account Manager to join their growing team in Tallahassee, FL. The role involves providing commercial lines support, maintaining and expanding assigned accounts, and ensuring client needs are met promptly and effectively.

Insurance

Responsibilities

Process daily mail, emails, faxes, and telephone requests for assigned accounts, ensuring timely handling of client needs

Maintain and update client data in the system to ensure accurate and current account records

Review applications, endorsements, and renewal requests for compliance with underwriting guidelines

Prepare and process insurance documents including binders, policies, certificates, audits, and cancellations

Validate coverage details, policy ratings, and manage suspense or follow-ups for outstanding items

Handle billing and invoicing tasks promptly and advise accounting on appropriate posting of received funds

Assist with premium collections and process premium finance agreements when required

Serve as back-up support for other Account Managers and maintain accurate expiration records

Foster relationships with clients, underwriters, marketing reps, and internal teams to support client retention and service excellence

Continuously build commercial lines knowledge and perform clerical duties such as faxing, proofreading, and document preparation

Qualification

Florida 4-40 licenseFlorida 2-20 LicenseInsurance industry experienceMS Office SuiteAssociateBachelor's degreeClerical dutiesClient relationship management