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Commercial Lines Account Manager

Manage and expand commercial insurance accounts while ensuring compliance with underwriting guidelines
Tallahassee, Florida, United States
Junior
3 months ago
Brown & Brown

Brown & Brown

A leading insurance brokerage firm offering risk management solutions, insurance, and reinsurance products for individuals and businesses.

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Brown & Brown

Commercial Lines Account Manager

Tallahassee, FL!

The Commercial Lines Account Manager provides commercial lines support in maintaining, expanding, and servicing assigned accounts.

How You Will Contribute:

  • Process daily mail, emails, faxes, and telephone requests for assigned accounts, ensuring timely handling of client needs.
  • Maintain and update client data in the system to ensure accurate and current account records.
  • Review applications, endorsements, and renewal requests for compliance with underwriting guidelines.
  • Prepare and process insurance documents including binders, policies, certificates, audits, and cancellations.
  • Validate coverage details, policy ratings, and manage suspense or follow-ups for outstanding items.
  • Handle billing and invoicing tasks promptly and advise accounting on appropriate posting of received funds.
  • Assist with premium collections and process premium finance agreements when required.
  • Serve as back-up support for other Account Managers and maintain accurate expiration records.
  • Foster relationships with clients, underwriters, marketing reps, and internal teams to support client retention and service excellence.
  • Continuously build commercial lines knowledge and perform clerical duties such as faxing, proofreading, and document preparation.

Licenses and Certifications:

  • Florida 4-40 license
  • Florida 2-20 License

Skills & Experience to Be Successful:

  • Associate or bachelor's degree (preferred)
  • High school diploma
  • Proficient with MS Office Suite
  • 2 years of service experience in the insurance industry
  • Industry software experience (preferred)

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".

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Commercial Lines Account Manager
tallahassee, florida, united states
Customer Success
About Brown & Brown
A leading insurance brokerage firm offering risk management solutions, insurance, and reinsurance products for individuals and businesses.