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Brown & Brown · 17 hours ago

Account Representative

Milwaukee, WI

Full-time

Onsite

Mid Level

3+ years exp

Brown & Brown is a company built on meritocracy that rewards self-starters committed to customer service. The Account Representative will provide high-quality customer service while coordinating services between clients and insurance companies, ensuring accuracy in policies and assisting with client inquiries.

Insurance

Responsibilities

Provide support for the P&C service team. This includes reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries

Responds directly and promptly to client inquiries and requests

Ensure policies follow coverages as quoted, proposed and bound

Collect client specification data

Promptly responds to requests for data and questions from clients, underwriters and internal staff

Responsible for new client setup and ongoing client maintenance

Complete premium finance agreement requests and creates premium allocations as needed

Requests and summarizes loss runs, may process claims and provide client advocacy

Meets with clients and team as needed to enhance knowledge of client accounts

Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures

Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals

Qualification

WI P&C insurance license3+ years insurance experienceAMS360 experienceMicrosoft Office proficiencyCommunication skillsAttention to detailOrganizational skillsSelf-motivated