Brown & Brown Insurance is seeking a Commercial Lines Associate Account Manager to join our Property & Casualty team in Plano, TX!
The Account Manager is responsible for maintaining in-force block of business. This includes renewals and employee meetings for those accounts as needed. The Account Manager will also have the opportunity to write new business as the accounts renew.
WHAT YOU’LL DO:
- Manage the daily account management of an assigned book of business, including invoicing, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
- Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
- Build successful relationships with clients, vendors, and carriers to improve client retention.
- Identify gaps in coverage and consult leadership or producer of options to advise our clients.
- Support 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 facilitating the renewal pricing including preparing the renewal proposal, and binders.
- Review and document internal compliance and client disclosure requirements, policies, endorsements, and
- Certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
- Help grow the assigned book of business through account rounding and referrals.
- Support marketing and sales teams.
- Follow agency guidelines, policies, and procedures.
WHAT YOU’LL NEED:
- Strong technical knowledge of coverage in all commercial lines insurance coverage
- 2+ years generalist commercial insurance experience
- Active Texas General Agent’s License
- Insurance designation, strongly preferred
- Proficient in Microsoft Office Suite
- AMS360 experience / ImageRight preferred
WHAT WE OFFER:
- Competitive pay based on experience
- Excellent growth and advancement opportunities
- PTO (Paid Time Off)
- Generous benefits package: health, dental, vision, 401(k), mental health resources, continuous education opportunities, etc.
- Employee Stock Purchase Plan