- 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 upsell and/or cross-selling current customers
- Follow agency guidelines, policies, and procedure
- 1+ 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
- P&C Licensed in Idaho
- Proficient in Microsoft Office Suite
- Excellent customer service skills
- Strong attention to detail, and organizational skills
- Insurance designation, preferred
- AMS360 experience required
- Electronic Filing Cabinet/ImageRight preferred
- Competitive pay based on experience
- Excellent growth and advancement opportunities
- PTO (Paid Time Off)
- Generous benefits package: health, dental, vision, 401(k), mental health resources, continuous education opportunities, etc.
- Employee Stock Purchase Plan
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Commercial Account Manager - Meridian, United States - Brown & Brown Insurance
Description
Brown & Brown Insurance is seeking a Commercial Lines Account Manager to join our growing team in Meridian, Idaho
WHAT YOULL DO:
WHAT YOULL NEED:
WHAT WE OFFER:
