Summary
Brown & Brown is Seeking a Commercial Lines Account Manager to join our growing team in Seattle, WA - remote if located in PST, MTN or CST. The role involves assisting Producers with new and renewal business placements, providing customer service support for commercial lines clients, and managing documentation and correspondence related to insurance policies.
Responsibilities
- Assist Producers in the placement of new and renewal business
- Prepare and send Future ACORD applications to market for Renewal indications, per AE/Producer instructions
- Assist with the marketing of New Business
- Provide direct customer service support for commercial lines clients
- Issue appropriate documentation, as needed including certificates of insurance, auto insurance ID cards, etc
- Compose or assist in composition of highly technical or sensitive correspondence
- Ability to translate highly technical information for the client’s understanding
- Compile applications, negotiate with underwriters and prepare proposals for new and renewal business proposals/offerings
- Contact clients and/or underwriters to obtain additional information or answer questions
- Resolve policy and coverage related concerns for clients, insurance carriers, and Producers
- Ability to communicate negative actions to the client, while offering a solution to remedy the situation
- Bind or place coverage with acceptable carriers adhering to appropriate carriers binding authority
- Stay current on company insurance products and offerings
- Be cognizant of developments in the marketplace, including product line offerings, changing insurance consumer trends and needs when advising clients
- Set up and maintain electronic file information in the Agency Management System including data entry and client & policy database maintenance
Skills
- Current Washington State Insurance License and appropriate Non-Resident Licenses
- High school diploma or equivalent
- 3-5 years of recent agency experience handling the service of multi-line commercial lines book of business as a generalist
- Working knowledge of MS Office (Word, Excel, & Outlook)
- This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If appropriate, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages will be a requirement of this position
- Professional designation (ACSR, CIC, CPCU, CISR)
- Working knowledge of carrier websites
- Experience with AMS360 and Image Right
Qualifications
Must Haves
- Current Washington State Insurance License and appropriate Non-Resident Licenses
- High school diploma or equivalent
- 3-5 years of recent agency experience handling the service of multi-line commercial lines book of business as a generalist
- Working knowledge of MS Office (Word, Excel, & Outlook)
- This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If appropriate, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages will be a requirement of this position
Nice to Haves
- Professional designation (ACSR, CIC, CPCU, CISR)
- Working knowledge of carrier websites
- Experience with AMS360 and Image Right
Benefits
- Medical/Rx
- Dental
- Vision
- Life Insurance
- Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts and more.