What are the responsibilities and job description for the Commercial Account Manager- Hybrid position at Brown & Brown Insurance?
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
The Commercial Account Manager role in Meridian, Idaho will focus on building strong relationships with clients and vendors, identifying upsell opportunities, and providing excellent customer service.
How You Will Contribute
- Service Agency Bill and Direct Bill accounts
- Support and assist in training new hires and/or current Teammates
- Agency bill 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 to upsell/cross-sell appropriately
- Manage new business quoting and remarketing renewals process for Direct Bill and Agency Bill
- Review and document internal compliance and client disclosure requirements, policies, endorsements, etc.
- Successfully utilize electronic filing cabinet to minimize errors & omissions exposure
- Certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
- Actively seek opportunities for upselling and/or cross-selling current customers
- Follow agency guidelines, policies, and procedure
- Additional duties as assigned
Skills & Experience to Be Successful
- 3 years of Commercial Insurance experience required
- Bachelor's Degree or similar education/work experience
- Strong technical knowledge of coverage in all Commercial Lines insurance coverage
- Strong computer literacy including Microsoft Office 365
- P&C Licensed in Idaho, Required
- AMS360 experience required
- Electronic Filing Cabinet/ImageRight preferred
- Excellent customer service skills
- Strong attention to detail, and organizational skills
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.
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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”.
