Brown & Brown · 4 days ago
Commercial Account Manager
San Antonio, TX
Full-time
Onsite
Senior Level
5+ years expBrown & Brown is seeking a Commercial Lines Account Manager to join their growing team in San Antonio, TX. The role serves as the primary client contact for an assigned book of commercial business, ensuring exceptional service and retention while managing client accounts and transactions with sound judgment.
Insurance
Responsibilities
Accurately review and monitor various documents such as certificates of insurance, auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc. May be involved in preparation of such documents for complex risks. Ensures documents reflect policy coverages as quoted, proposed and bound
Use discretionary judgement to negotiate commission/fee-based pricing of services, ensuring account profitability for the scope of service and costs associated with the client service agreement
Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
Collaborate with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing
Assist Producers with any new business calls and implementation of new business for newly assigned accounts as a resource
Manage complete renewal process on Select business tied to Middle Market accounts as directed by Producers
Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
Handle a diverse range of insurance products in the Commercial Lines arena
Submit complete and accurate renewal information to the incumbent carrier(s)
Prepare Insurance Coverage Review documents
Bind coverage with the carrier(s) in accordance with the client’s instructions
Responsible for the day-to-day account management of client accounts
Qualification
Required
Property & Casualty license
5+ years' experience in the industry with a demonstrated ability to explain our capabilities relative to our competitors
Proficient with Microsoft Office Suite
Ability to maintain a high level of confidentiality
Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations, and benefits of each, as well as the B&B philosophy regarding these products and services
Strong oral and written communication skills, including the ability to connect with an audience, speak persuasively, and succinctly
Strong attention to detail
Strong time‑management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service
Understands client profitability by evaluating income, expenses, and the time required to meet specific client needs
Strong keyboard and PC skills, including proficiency with word processing and spreadsheet software; familiarity with a variety of software applications; and the ability to quickly learn new systems
Knowledge of agency management systems (BenefitPoint, ImageRight, AMS, etc.)
This position may require routine or periodic travel, which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire, and periodically thereafter, and maintenance of minimum acceptable insurance coverages
Preferred
Insurance designation(s)
College degree
Benefits
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
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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