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Commercial Lines Account Manager
Brown & Brown Insurance. Issue certificates of insurance and evidence of property insurance, ensuring accuracy and compliance with policy terms .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in processing insurance documentation, managing policy audits, and ensuring compliance with insurance terms. Proficient in maintaining accurate records and providing exceptional client service in a professional office environment.
Highest-signal resume keywords
P&C LicensedCommercial Insurance ExperienceMS Office Suite ProficiencyPolicy Audits ManagementClaims Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Certificate IssuancePolicy ProcessingEndorsement ProcessingDocument OrganizationChange Request Processing
Soft Skills
Exceptional Telephone DemeanorConfidentiality Maintenance
Certifications & Qualifications
P&C License
Industry Keywords
Commercial InsuranceMotor Vehicle ReportsAgency BillLoss RunsExperience Mods
About the role
Key responsibilities & impact- Issue certificates of insurance and evidence of property insurance, ensuring accuracy and compliance with policy terms
- Provide clients with ID cards in a timely and accurate manner
- Order loss runs and Experience Mods from current insurance carriers
- Request and obtain Motor Vehicle Reports (MVRs)
- Process change requests and ensure policy updates and documentation are completed
- Process endorsements and invoice Agency Bill items related to policy modifications
- Review and process new and renewal policies, completing checklists and addressing discrepancies with the Account Executive
- Manage policy audits and invoice applicable Agency Bill items
- Report claims and follow up with insurance carriers
- Maintain and update spreadsheets for insurance activities, policies, claims, and invoicing
- Pull, attach, and organize necessary documents
Requirements
What you’ll need- P&C Licensed (Preferred)
- 1-2 years Commercial Insurance experience, preferred
- High school diploma or equivalent
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality
- Professional office environment experience
Benefits
Comp & perks- 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
- Paid Time Off
- Holidays
- Preferred Partner Discounts