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Brown & Brown · 3 hours ago

Commercial Lines Associate Account Manager

Bethlehem, PA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Brown & Brown is seeking a Commercial Lines Associate Account Manager to join their growing team in Bethlehem, PA. The role focuses on retaining clients through effective management of client relationships and exceptional customer service, while handling various account management tasks.

Insurance

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

Assign support tasks to Account Assistants in line with Profit Center Procedures

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 clients with the marketing dept and/or 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

Comply with and assist in the review of internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations, internal operations, and legal requirements

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