Commercial Lines Account Manager

Posted Yesterday
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Charleston, SC
Mid level
Insurance
The Role
The Commercial Lines Account Manager manages account activities for commercial insurance, focusing on invoicing, claims reporting, and policy changes while building relationships with clients and supporting sales teams to drive growth.
Summary Generated by Built In

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 Commercial Lines Account Manager to join our growing team in Charleston, SC! 

 

The Commercial Lines Account Manager is responsible managing account activities for an assigned book of business, including invoicing, claims reporting, policy changes, and renewals while ensuring compliance with internal and client requirements. Build and maintain strong relationships with clients, vendors, and carriers, identify coverage gaps, and support the marketing and sales teams to drive client retention and business growth.  

 

How You Will Contribute: 

 

  • Manage the daily account management of an assigned book of business, including invoicing, claims reporting and follow-up, 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 and 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, and 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. 

 

Licenses and Certifications:  

 

  • Property & Casualty License required. 

 

Skills & Experience to Be Successful: 
 

  • Strong technical knowledge of coverage in all commercial lines insurance coverage. 

  • 3+ years of service/general agency/company experience. 

  • Insurance designation is strongly (Preferred) 

  • Experience working with AMS 360 is preferred.  

  • Proficient in Microsoft Office Suite 

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

Ams 360
Insurance
Microsoft Office Suite
Property & Casualty License
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The Company
HQ: Daytona Beach, FL
2,391 Employees
On-site Workplace
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals.

Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions.

Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®.

Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play.

With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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