Bridge Specialty Group
Select - Small Commercial Lines Account Manager
Bridge Specialty Group, Plano, Texas, us, 75086
Select - Small Commercial Lines Account Manager
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown
is Seeking a
Select - Small Commercial Lines Account Manager
to join our growing team in
Plano, Texas .
Responsibilities
Manage the daily account management of an assigned book of business, including invoicing, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
Build successful relationships with clients, vendors, and carriers to improve client retention.
Identify gaps in coverage and consult leadership or producer of options to advise our clients.
Support the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing including preparing the renewal proposal, and binders.
Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
Help grow the assigned book of business through account rounding and referrals.
Support marketing and sales teams.
Follow agency guidelines, policies, and procedures.
Licenses And Certifications
Active Texas General Agent’s License
Insurance designation, strongly preferred
Skills & Experience To Be Successful
Strong technical knowledge of coverage in all commercial lines insurance coverage
2+ years generalist commercial insurance experience
Proficient in Microsoft Office Suite
AMS360 experience / ImageRight
Pay Range $22 - $30 Hourly
Teammate Benefits & Total Well-Being
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
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
#J-18808-Ljbffr
Brown & Brown
is Seeking a
Select - Small Commercial Lines Account Manager
to join our growing team in
Plano, Texas .
Responsibilities
Manage the daily account management of an assigned book of business, including invoicing, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
Build successful relationships with clients, vendors, and carriers to improve client retention.
Identify gaps in coverage and consult leadership or producer of options to advise our clients.
Support the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing including preparing the renewal proposal, and binders.
Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
Help grow the assigned book of business through account rounding and referrals.
Support marketing and sales teams.
Follow agency guidelines, policies, and procedures.
Licenses And Certifications
Active Texas General Agent’s License
Insurance designation, strongly preferred
Skills & Experience To Be Successful
Strong technical knowledge of coverage in all commercial lines insurance coverage
2+ years generalist commercial insurance experience
Proficient in Microsoft Office Suite
AMS360 experience / ImageRight
Pay Range $22 - $30 Hourly
Teammate Benefits & Total Well-Being
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
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
#J-18808-Ljbffr