Commercial Account Manager

Brown & Brown is seeking a Commercial Lines Account Manager to join our growing team in San Antonio, TX!

As the main client contact for an assigned book of business containing Commercial clients, uses appropriate judgment and decision-making skills to provide service for customer accounts and transactions, in support of the production and retention of the business. Delegates to others and responsible for providing guidance and management to ensure all tasks are performed in a satisfactory manner by all involved. This position is responsible for building, expanding and solidifying relationships with clients at all levels with the company and lead appropriate resources to address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issues, etc.

Essential Duties and Functions:

• Accurately reviews and monitors 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

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Required:

• 5 or more years of experience in the industry and licensed as a Producer of Property and Casualty in applicable state. Participates in continuing education in order to maintain the appropriate level of credentials.
• 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.
• Expertise in the insurance industry with a demonstrated ability to explain our capabilities relative to our competitors.
• Strong oral and written communication skills including the ability to connect with an audience and speak persuasively and succinctly. Demonstrates good listening skills to enhance understanding and probes effectively.
• 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.
• Demonstrates a sense of urgency.
• Works in a collaborative, team-oriented manner, fostering empowerment and ownership for service quality.
• Develops and maintains a working knowledge of B&B systems.
• Understands client profitability through an understanding of income, expenses and time utilized related to specific client needs.
• Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.
• College degree preferred.
• Insurance designation preferred.
• 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 are requirements of this position.
• Meet or exceed all self-audit requirements as outlined by corporate policy
• Master Brown & Brown agency management systems (BenefitPoint, ImageRight, AMS, etc.)
• Perform other duties as assigned