Commercial Lines Account Specialist

Brown & Brown Insurance

. Support Account Managers, Producers, and other internal employees to ensure client expectations and standards are upheld .

Posted 9/22/2026full-timeMadison • Wisconsin • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong client relationship management and effective communication skills while ensuring data integrity and adherence to service standards in the insurance account management domain.

Highest-signal resume keywords

Insurance Account Management ExperienceMicrosoft Office ProficiencyAdobe Acrobat ProficiencyDetail-OrientedProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data IntegrityClient Data ManagementService ExecutionDocumentationWorkload Prioritization

Soft Skills

Professional CommunicationSelf-MotivatedGoal-OrientedAdaptabilityTeam Collaboration

Industry Keywords

Client RelationshipsService StandardsInsurance IndustryApplied EpicCoverage Terms

About the role

Key responsibilities & impact

Support Account Managers, Producers, and other internal employees to ensure client expectations and standards are upheld
Process changes, checking for consistency and documenting in Applied Epic
Build personalized client relationships through phone, email, and in-person meetings
Explain coverage terms, program options, and other items to clients
Work with internal departments to ensure cohesive and timely service execution
Prioritize workload, client service requests, and business-process service parameters
Achieve data integrity and meet activity timeliness, quality metrics, and goals
Maintain accurate and complete client data, including policy detail, activities, attachments, and agent/broker detail
Follow servicing workflows, document client and carrier conversations, take appropriate action, and follow up as requested
Develop effective working relationships with Producers, Account Managers, customer service pool team members, managers, carriers, and other departments

Requirements

What you’ll need

2+ years Insurance account management experience
Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat
Adaptable to new computer functions and processes
Professional in both written and verbal communication
Self-motivated and goal-orientated
Proactive in problem solving
Detail-oriented
Teammate

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