Commercial Lines Account Manager
Indexed description
Brown & Brown is seeking a Commercial Lines Account Manager for our growing team in Pryor, OK!
How You Will Contribute:
- Oversee the retention and client relationship management of a designated book of business
- Follow agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparation of submissions, identification of markets, quote comparisons, preparation of proposals, presentation and post-binding activity and documentation
- Participate in strategic internal and external meetings to generate innovative solutions for customers and provides recommendations for an array of commercial lines property & casualty insurance
- Participate in pre-renewal, renewal, stewardship, and claims review meetings with customers as necessary.
- Responsible for maintaining accuracy of customer files, and consistent documentation
- Identify internal resources and utilize them to effectively bring values to customer
- Maintain excellent communication with team and internal and external customers at all stages of account cycle
- Provides sound recommendations and guidance to customers on insurance programs
- Strictly adhere to procedures and deadlines; communicate the same needs to team
- Invoice and collect premiums in timely manner in accordance with agency procedures
- Provide prompt responses to all customer requests including expedited requests for policy documentation, such as certificates and ID cards
- Other duties and special projects as assigned
- Current Oklahoma Property & Casualty Agent’s license
- Familiarity with TAM or AMS 360 (agency management systems) and insurer websites (preferred)
- Bachelor's Degree in Risk Management & Insurance (preferred)
- Professional Designation (CISR, CIC, ARM, etc.) (preferred)
- High School Diploma or equivalent
- 2+ years' experience in commercial lines P&C insurance, including experience in an independent agency setting handling and servicing middle market or large accounts
- 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.
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