Commercial Lines Account Manager

Brown & Brown Insurance

. Handle day-to-day client service requirements for an assigned book of business .

Posted 10/12/2026full-timeWauwatosa • Wisconsin • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client service requirements within a Property & Casualty brokerage environment, including renewal strategies, claims reporting, and compliance audits. Proficient in maintaining documentation and managing client communications to ensure efficient operations and favorable client terms.

Highest-signal resume keywords

Property & Casualty Brokerage ExperienceClient Service ManagementClaims ReportingInsurance LicenseAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Renewal Strategy ManagementExposure GatheringPolicy Documentation ManagementContract ReviewAudit ProcessingInvoice ManagementData MaintenanceClaims ManagementMarket DiscussionsSubmissions and Proposals

Soft Skills

Communication SkillsInterpersonal SkillsNegotiation SkillsTeam CollaborationTact and Poise Under Pressure

Tools & Technologies

System of RecordCarrier Websites

Certifications & Qualifications

Insurance Licenses

Industry Keywords

Property & Casualty BusinessE&O MitigationCompliance AuditsClient RetentionMarket Consolidation

About the role

Key responsibilities & impact

Handle day-to-day client service requirements for an assigned book of business
Participate in renewal strategy, including market discussions, claims reviews, and exposure gathering
Manage a renewal book of business, including submissions, proposals, and binding
Support exposure gathering information, loss exhibits, submissions, and proposals
Obtain loss runs or policy documentation from carrier websites
Serve as the primary recipient of daily client questions and change requests
Coordinate issuance of certificates, invoices, policy/endorsement/audit checking
Submit and manage carrier changes requested by clients
Maintain system-of-record data, communications, and policy documentation
Process audits and monthly reports
Handle non-complex contract reviews
Manage claims reporting and support ongoing large claims
Set up policies in the system of record for billing
Request invoices for agency-bill policies
Address aged accounts receivable issues with clients and producers
Generate requests to return client funds when appropriate
Respond to accounting information requests, including carrier discrepancies and cash application
Align RSC with partner carriers and intermediaries for renewals
Support market consolidation initiatives and secure favorable client terms
Participate in corporate initiatives, new business activity, retention goals, compliance audits, and corrective actions
Maintain documentation to mitigate E&O

Requirements

What you’ll need

2+ years of experience in a Property & Casualty brokerage environment
Knowledge of Property & Casualty business
Ability to follow process and procedures guidance
Analytical and problem-solving abilities
Ability to display tact and poise under pressure when working through issues
Good communication, interpersonal, and negotiation skills
Ability to work efficiently in teams
Hold, or be willing to obtain, Insurance licenses as required by the Company

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
Stretch assignments that will further develop career development