- Attend self-development and continuing education courses as requested by agency including obtaining a CISR designation.
- Build, expand and solidify relationships with clients
- Maintain knowledge of best markets for renewal business and perform all necessary rating sufficient for policy quote and/or issuance
- Assist in gathering updated information, risk management recommendations, and complete applications to renew commercial accounts and to deliver proposals and renewals to the client
- Request renewals, endorsements and other needed data from the companies and insureds
- Prepare certificates, auto ID cards, endorsements, policies, lost policy releases, account summaries and account balance status as appropriate.
- Check new and renewal polices, endorsements, and audits for accuracy and input transactions to generate billing invoices.
- Assist producers in file reviews for additional sales opportunities and rounding out of accounts to recognize customers uninsured exposures and service needs.
- Any other duties and special projects as needed in meeting or exceeding agency goals.
- 3+ years of experience in similar position
- Good working knowledge of Microsoft Office
- Licensed or able to be licensed in property/casualty
- Typing skills of at least 60 wpm
- Ability to maintain a high level of confidentiality
- High school diploma or GED
- Exceptional telephone demeanor
- Excellent growth and advancement opportunities
- Competitive pay based on experience
- Paid Time Off (PTO)
- Generous benefits package: Health Insurance, Dental Insurance, Vision Insurance, 401(k) with employer match, Eight Paid Holidays with 2 Floating Holidays, etc.
- Employee Stock Purchase Plan
- Tuition Reimbursement and Student Loan Repayment Assistance
- Mental Health Resources
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Commercial Lines Account Manager - North Mankato, United States - Brown & Brown Insurance
Description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
It's an exciting time to join Brown & Brown Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Commercial Lines Account Manager to join our growing team in Mankato, MN.
The Commercial Lines Account Manager provides customer service and works with the insurance producers from the application process to policy analysis including but not limited to endorsements, routine coverage questions, problem solving, renewal control, and preparation of formal proposals. Maintain and update customer's files for consistency and in accordance with agency standards. Knowledge of basic insurance products and pricing tools are essential. This position will be supervised by the Commercial Lines Team Leader and will act as an assistant for the insurance producers and other management staff and provide backup/assistance to other CSR staff personnel as needed.
Who We Are: Brown & Brown, Inc. is a growing global insurance brokerage firm delivering risk management solutions and services since 1939. Our unique culture is built on honesty, integrity, innovation, and discipline and defines who we are and how we treat our customers, teammates, and the communities we serve. We think of ourselves as a team, so we have teammates---not employees. We prioritize health, family, and business---in that order. We embrace and celebrate diversity, always striving to be an inclusive place where you have the power to be yourself. Traded on the New York Stock Exchange as BRO, Brown & Brown is a big company that doesn't act like one.
Who We Are Looking For: We are looking for passionate team players who believe in working hard and having fun in a collaborative environment. Our team is customer-focused and values the importance of strong relationships, professionalism, and trust. We embrace solutions-oriented big thinkers who are committed to results and aren't afraid to take risks. We are driven to set goals high and aim even higher.
What You'll Do:
What You Need::
What we offer:
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
