Commercial Lines Account Manager

Posted 10 Days Ago
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Plano, TX
Junior
Insurance
The Role
The Account Manager maintains a book of business through client management, renewals, coverage consultations, compliance checks, and support for marketing and sales teams.
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 Commerical Lines Account Manager to join our growing team in Plano, Texas.

 

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.

 

How You Will Contribute 

  • 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.

 

Licenses and Certifications:  

  • Active Texas General Agent’s License

  • Insurance designation, strongly preferred

 

Skills & Experience to Be Successful

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

  • 2+ years generalist commercial insurance experience

  • Proficient in Microsoft Office Suite

  • AMS360 experience / ImageRight

Pay Range

-

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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

Ams360
Imageright
Microsoft Office Suite
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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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