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About the Role
Brown & Brown is seeking a Commercial Lines Account Manager to join our growing team in Syracuse, NY. This role works closely with producers and customer service representatives to service new and existing accounts, aiming to achieve agency sales goals and service standards. The position is responsible for securing the retention of assigned Commercial accounts through marketing efforts.
Responsibilities
- Develop a full working knowledge of Commercial Lines procedures.
- Handle client requests for information, endorsements, forms, and rates for accuracy.
- Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.
- Oversee requests for endorsements, and control and preparation of binders, certificates, invoices, automobile identification cards, and similar items.
- Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate.
- Maintain account files, overseeing that documents are placed into appropriate sections of automated database.
- Order cancellations where requested or required.
- Assist in clearing unbilled items, account differences, and commission differences.
- Coordinate premium financing needs with Accounting Department.
- Keep producers informed of real or potential problems.
- Correspond with markets and clients, accompanying producers on visits as requested.
- Market assigned accounts, obtaining and evaluating quotations, and determining and recommending markets.
- Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy.
- Maintain knowledge of approved rates by the respective carriers, and be able to explain the rating of any policy.
Requirements
- Valid Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire.
- High School degree or equivalent.
- Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
- Able to create, edit, and merge letters, spreadsheets, labels, etc.
Skills
- CPCU and/or CIC designation preferred.
Location
- Syracuse, NY
Work Type
- Full-time
Experience Level
- 1-2+ years of insurance experience, or a related field (preferred)
Education Level
- College Degree in a business-related field (preferred)
Salary/Compensations
- $28.84 - $38.46 Hourly
Benefits
- 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.
About the Company
- Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Equal Opportunity
- 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”.