Commercial Lines Account Specialist

Brown & Brown Insurance

. Support Account Managers, Producers, and other internal employees to uphold client expectations and standards .

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 expertise in Insurance Account Management, ensuring client satisfaction through effective communication and relationship-building. Proficient in maintaining accurate client data and achieving quality metrics while coordinating with internal teams for seamless service delivery.

Highest-signal resume keywords

Insurance Account ManagementClient Relationship BuildingData Integrity ManagementMicrosoft Office ProficiencyProblem 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

Insurance Account ManagementData Integrity ManagementClient Data MaintenanceService Workflow DocumentationQuality Metrics Achievement

Soft Skills

Professional CommunicationDetail-OrientedSelf-MotivatedGoal-OrientedAdaptability

Tools & Technologies

Microsoft OfficeAdobe AcrobatApplied Epic

Industry Keywords

Client ExpectationsService ExecutionBusiness-Process ParametersCoverage TermsAgency Management Systems

About the role

Key responsibilities & impact

Support Account Managers, Producers, and other internal employees to uphold client expectations and standards
Process changes, check for consistency, and document 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 for cohesive and timely service execution
Prioritize workload, client service requests, and business-process service parameters
Achieve data integrity, 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 and document client and carrier conversations
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

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services
Paid Time Off
Holidays
Preferred Partner Discounts