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Brown & Brown · 3 days ago

Commercial Lines Account Executive

Doral, FL

Full-time

Onsite

Mid Level

Brown & Brown is seeking a Commercial Lines Account Executive to join our growing team in Doral, FL. This role involves managing complex client relationships and ensuring exceptional customer service to retain clients and grow the assigned book of business.

Insurance

Hiring Manager

Tucker Shogren

Responsibilities

Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions

Build courteous and successful relationships with clients, vendors and carriers to improve client retention

Identify gaps in coverage and consult leadership or producer of options to advise the client

Manage the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders

Manage the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements

Assist in growing the assigned book of business through account rounding and referrals

Support marketing and sales teams as needed

Document renewal, sales, and insurance operations compliance documents into the sales management database

Promote teamwork, support, knowledge sharing and a positive attitude in the department and office

Promote a commitment to achieve or exceed internal and external performance standards

Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing

Qualification

Insurance Producer licenseInsurance coveragesProfessional Designation ARMProfessional Designation CICProfessional Designation RPLUMicrosoft Office proficiencyCollege DegreeState regulationsOffice equipment proficiency

Required

Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire

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. Able to create, edit, and merge letters, spreadsheets, labels, etc

Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)