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Brown & Brown is an independent insurance intermediary that through its licensed subsidiaries provides a variety of insurance and reinsurance products and services to corporate, public entity, institutional, trade, professional, association, and individual clients. Headquartered in Daytona Beach, Florida, offices are located across the United States, with products and services offered through four major business divisions. We are listed on the NYSE at BRO. Our drive to be the best has made Brown & Brown one of the largest and most respected independent insurance intermediaries in the nation, with over 75 years of continuous service. The Company is ranked as the sixth largest such organization in the United States and seventh in the World by Business Insurance magazine.

Primary Objectives & Summary: The Account Manager is responsible for servicing new and existing clients and helping to maintain positive client relationships, providing high quality of service to assigned accounts with a focus on the profitability of the business to the agency.

Qualifications:

To perform this job satisfactorily, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties.

Essential Duties include the following:

• Providing the best-level of customer service/support to all client’s accounts
• Rate and prepare quotations when necessary
• Mail binders and ID cards to insureds
• Mail, fax or email application to company and suspend for receipt of policy
• Handle client telephone and mail requests for information, endorsements, cancellations and other services as required
• Assist with accounts receivable control
• Document all conversations with insured and/or other interested parties
• Complete policy rewrites when necessary
• Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company
• Maintain and update the AMS 360 and Image Right database timely and accurately
• Inform company and client of errors in polices or endorsements
• Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits
• Maintain current state license
• Attend appropriate classes and seminars
• Sit for examinations as required
• Setup and maintain agency files as required
• Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally performed
• Aid in Renewal Review Comparisons to prior year and make remarket recommendations
• Accompany CL Producer on Customer Site visits as/if invited
• Perform other assignments as required.

Competencies:

Planning/organizing —the individual prioritizes and plans work activities and uses time efficiently.

Interpersonal skills —the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.

Oral communication —the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

Written communication —the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

Problem solving —the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.

Quality control —the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

Adaptability —the individual adapts to changes in the work environment, manages competing demands and can deal with frequent change, delays or unexpected events.

Safety and security —the individual observes safety and security procedures and uses equipment and materials properly.

Required:

Florida 220 Property & Casualty license with > 2 years Industry Experience

Knowledge of customer service functions such as rating, marketing, claims handling and coverage information

Strong commitment to service for the agency's clients

Effective written and verbal communications skills

Effective and efficient use of computer and related equipment

Good organizational skills, attention to detail and ability to respond to requests effectively and efficiently

Industry designations are promoted and funded by the agency

Performance Expectations:

Have work current on a weekly basis

Meet agency growth and retention goals

Work well with underwriters and fellow employees of the agency

Assist the customer cooperatively and courteously

Meet agency continuing education requirements

Work independently and carry out assignments to completion with minimum instruction

Physical Requirements Necessary on a Regular Basis:

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to sit at a desk or PC terminal for an extended period of time (7-8 hours per day).

Manual dexterity, arm and upper body range of motion enough for use of a keyboard, mouse and telephone 7-8 hours a day

Speech and hearing enough for in-person and telephone communication 7-8 hours per day.

Vision enough for use of computer monitor.

Must to able to perform physical efforts required to minimally perform the position to include keying as a repetitive activity, grasping, talking to communicate detailed and important information to others accurately, stooping, reaching, standing, climbing stairs and ability to lift object up to 10 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate. Travel is minimal with most contact with clients by phone and correspondence.