Commercial Lines Account Specialist

Posted 8 Days Ago
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Madison, WI
Junior
Insurance
The Role
The Commercial Lines Account Specialist provides support in account management, builds client relationships, and ensures service execution while maintaining data integrity and effective communication with internal 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.

Bridge Specialty Group is seeking a Commercial Lines Account Specialist to join our growing team! 

  

The Commercial Lines Account Specialist is an integral position in the production and service team. In this role, you will provide support for your production team and perform hands-on work with each account to ensure your team’s success. Your organization, tasks, and personal presentation have a direct impact on your team’s performance. Your team will count on you for accuracy, efficiency, and composure. 

 

How You Will Contribute: 

 

  • Supports Account Managers, Producers, and other internal employees to ensure ARMR client expectations and standards are upheld 

  • Processes changes, as needed, checking for consistency and documenting in ARMR’s management system (Applied Epic) 

  • Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings 

  • Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed 

  • Works with internal departments to ensure cohesiveness and timeliness of service execution 

  • Manages time effectively to prioritize workload, client service requests, and service parameters on business processes 

  • Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals 

  • Maintains accurate and complete client data in agency management systems including policy detail, activities, attachments, and agent/broker detail 

  • Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requested 

  • Develops successful and effective working relationships with Producers, Account Managers, other ARMR customer service pool team members, managers, carriers, and members of other departments  

  

Skills & Experience to Be Successful: 
 

  • 2+ years Insurance account management experience 

  • Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat 

  • Adaptable to new computer functions and processes 

  • Professional in both written and verbal communication 

  • Self-motivated and goal-orientated 

  • Proactive in problem solving 

  • Detail-oriented 

#LI-DA1

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

Adobe Acrobat
Applied Epic
MS Office
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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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