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Commercial Lines Account Specialist
Brown & Brown Insurance. Support Account Managers, Producers, and other internal employees to uphold client expectations and standards .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Insurance Account Management, maintaining data integrity, and fostering client relationships through effective communication and service execution. Proficient in managing client expectations and coordinating with internal teams to ensure timely and quality service delivery.
Highest-signal resume keywords
Insurance Account Management ExperienceMicrosoft Office ProficiencyAdobe Acrobat ProficiencyClient Relationship BuildingDetail-Oriented
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Account ManagementData Integrity MaintenanceService Execution CoordinationClient Data ManagementDocumentation Skills
Soft Skills
Professional CommunicationProblem SolvingSelf-MotivatedGoal-OrientedAdaptability
Tools & Technologies
Applied EpicMicrosoft WordMicrosoft ExcelMicrosoft OutlookAdobe Acrobat
Industry Keywords
Client ExpectationsService ParametersWorkload PrioritizationAgency Management SystemsServicing Workflows
About the role
Key responsibilities & impact- Support Account Managers, Producers, and other internal employees to uphold client expectations and standards
- Process account 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
- Coordinate with internal departments to ensure timely service execution
- Prioritize workload, client service requests, and business-process service parameters
- Maintain data integrity and meet activity timeliness, quality metrics, and goals
- Maintain accurate client data, policy details, activities, attachments, and agent/broker details in agency management systems
- Follow servicing workflows, document client and carrier conversations, take appropriate action, and follow up
- Develop working relationships with Producers, Account Managers, customer service 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
Benefits
Comp & perks- Medical/Rx
- Dental
- Vision
- Life Insurance
- Disability Insurance
- ESPP
- 401k
- Student Loan Assistance
- Tuition Reimbursement
- Free Mental Health & Enhanced Advocacy Services
- Paid Time Off
- Holidays
- Preferred Partner Discounts