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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 .
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
- Work with internal departments to ensure 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 and complete client data, including policy details, activities, attachments, and agent/broker details
- 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- 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