Brown & Brown · 1 day ago
Commercial Account Manager
Carpinteria, CA
Full-time
Onsite
Entry, Mid Level
$90K/yr - $110K/yr
1+ years expBrown & Brown is seeking a Commercial Account Manager to join their growing team. The role involves supporting the Producer by managing a book of business, developing new business opportunities, and providing high-level renewal support while exercising discretion and independent judgment.
Insurance
Responsibilities
Oversee assigned book of business in accordance with Brown & Brown policies and procedures
Participate in Monthly New/Renewal Meetings
Renewal Processing
Create renewal submissions – Coordinate process
Request updated underwriting information
Market/Submit for quotes
Prepare proposals
Initiate Renewal (bind, binders, invoice and bind letter)
New Business Processing
Draft/set-up applications from producer
Market/Submit for quote
Prepare proposal
Request from client a cert holder list to give to TA prior to effective date
Initiate new business (bind, binders, invoice and bind letter)
Provide TA with binding request, policy number and writing company in order for the TA to process the certs and auto ID cards
Mail – Coordinate Processing
Handles routine incoming calls in Producer’s absence; answers questions regarding client coverage and limits
Client / Company Requests (receive – coordinate – process)
Producer request for assistance (coordinate process)
Handle all accounting requests
Claims (receive – coordinate – process)
Policy Checking – Schedule of Insurance
Train new TAs on policies and procedures
Final Audits
Certificates (receive – review – coordinate)
Identify on Suspense list what action is needed for TA to take
Order MVR’s
Follow-up with Producer to ensure Insurance Coverage Review Checklist is completed timely
Informs Producer of unusual activity on accounts
Other duties may be assigned
Qualification
Required
High School Diploma
Proficient with MS Office Suite
Exceptional telephone demeanor
Active P&C License
Preferred
Bachelor's Degree
1-3 years' experience in similar position
Company
Brown & Brown
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Joel Eubank
COO/CFO Dealer Services
Kadir Edghill , CPA, MBA
CFO - Arrowhead Programs Division
Recent News
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