Commercial Lines Account Manager

Brown & Brown Insurance

. Work closely with the producer and Commercial Lines Customer Service Representative to service new and existing accounts .

Posted 11/6/2026full-timeSyracuse • New York • United StatesJuniorMid-Level💰 $29 - $38 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in servicing Commercial Lines accounts, including policy analysis, client communication, and retention strategies. Proficient in managing account files and coordinating with internal departments to ensure accuracy and compliance.

Highest-signal resume keywords

Insurance Producer LicenseCommercial Lines KnowledgePolicy AnalysisClient CommunicationCPCU or CIC Designation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ReviewEndorsement ManagementAccount File MaintenancePremium Financing CoordinationData Accuracy Verification

Soft Skills

Problem-SolvingCollaborationAttention to DetailCustomer Service

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft PublisherAutomated Database

Certifications & Qualifications

Insurance Producer LicenseCPCUCIC

Industry Keywords

Commercial InsuranceUnderwriting CriteriaMarketing PolicyAccount RetentionInsurance Experience

About the role

Key responsibilities & impact

Work closely with the producer and Commercial Lines Customer Service Representative to service new and existing accounts
Achieve agency sales goals and service standards
Secure retention of specifically assigned Commercial accounts through marketing responsibilities
Develop a full working knowledge of Commercial Lines procedures
Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments
Review and analyze policies, endorsements, forms, and rates for accuracy
Oversee requests for endorsements and preparation of binders, certificates, invoices, automobile identification cards, and similar items
Review suspense regularly, re-suspending or handling items as appropriate
Maintain account files and ensure documents are placed in appropriate sections of the automated database
Order cancellations where requested or required
Assist in clearing unbilled items, account differences, and commission differences
Coordinate premium financing needs with the Accounting Department
Keep producers informed of real or potential problems
Correspond with markets and clients, accompanying producers on visits as requested
Market assigned accounts, obtain and evaluate quotations, and determine and recommend markets
Maintain knowledge of carrier underwriting criteria, deviations, plans, and marketing policy
Maintain knowledge of approved carrier rates and explain policy rating

Requirements

What you’ll need

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 Word, Excel, Power Point, and Publisher
Able to create, edit, and merge letters, spreadsheets, labels, etc.
CPCU and/or CIC designation preferred
College Degree in a business-related field preferred
1-2+ years of insurance experience, or a related field preferred

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