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Brown & Brown Insurance

Senior Commercial Lines Account Manager

Posted 23 Days Ago
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Phoenix, AZ
Mid level
Phoenix, AZ
Mid level
The Senior Commercial Lines Account Manager will manage client relationships, process insurance-related tasks, and assist with account renewals. They will need strong organizational and interpersonal skills, handling client communications and ensuring efficient operation of accounts.
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Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Senior Commercial Lines Account Manager for our team in Phoenix, Arizona!

This team is currently working in a hybrid capacity with work-from-home opportunities after a probationary period.

WHAT YOU’LL DO:

  • Client/Carrier Relationship Engagement
  • General Coverage Knowledge and ability to counsel
  • AE/AM/Producer Account Partnership Development
  •  Manage un-routed mail in a timely manner
  • Issue certificates of insurance and evidences of property insurance-working knowledge of contract requirements and forms needed.
  • Issue ID cards
  • Check billing status with carrier - Handle late pay/cancellation/reinstatement from beginning to end.  Communicate with client about pay status via phone and/or email.
  • Order loss runs – complete loss run matrix
  • Order Experience mods from current carriers
  • Able to read/understand an MVR – Orders MVRs when required
  • Process Change Requests- handle errors, corrections etc. including interaction with clients/carriers
  • Process Endorsements and invoice any Agency Bill items- issue check request/process refunds from accounting, send refunds to payee.
  • Process Policies (complete checklist, handle discrepancies, communicate with AE and or underwriter)
  • Process Audits and Invoice any Agency Bill items-Understand audit and assist clients with dispute process as necessary
  • Claim Reporting II (Understand the details-Take claims calls from client/claimant-report information to carrier and communicate claim and adjuster information back to client/claimant)
  • Pull online documents and process accordingly
  • Attach documents
  • Manage AE’s desk in the event of absence. Referring any unknown answer to support team.
  • Maintain current activities and follow-up as necessary
  • Generate Account Summary’s as necessary
  • Assist AE with Account Renewal’s including working some accounts from start to finish
  • Build One on One Relationship with Clients; understanding the nature of their business.
  • Quoting Additional Coverages for Current Clients 

 

WHAT YOU'LL NEED:

  • High school diploma or equivalent

  • Proficient with MS Office Suite

  • Exceptional telephone demeanor

  • Ability to maintain a high level of confidentiality

  • Property & Casualty Insurance License, Required

  • Independent insurance agency experience (preferred)

  • 3-5 years insurance experience (preferred)

  • Planning/organizing/problem- solving skills

  • Strong interpersonal skills

WHAT WE OFFER:

  • Best-in-class training

  • Growth and advancement opportunities

  • Generous benefits package: Health Insurance, Dental Insurance, Vision Insurance, 401(k) or Roth 401(k), Short-Term Disability (STD), Long-Term Disability (LTD), Life Insurance, Employee Assistance Program (EAP), Insurance Designation Incentive Program, Tuition/Student Loan Reimbursement Program

  • Employee Stock Purchase Plan (ESPP)

  • Discounted Onsite Gym Membership

  • Free Onsite Parking

#LI-KM1

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • 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. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

Top Skills

Ms Office Suite

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