Bridge Specialty Group
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Account Manager
role at
Bridge Specialty Group .
Brown & Brown’s Risk Solutions team, formerly known as Beecher Carlson, is looking for an Account Manager to join the team in Nashville, TN; Atlanta, GA; or Miami, FL.
Responsibilities
Assist clients in understanding their policies/coverages and determining their needs.
Communicate with existing clients to ensure quality service is being delivered.
Respond to client requests and questions within ability/knowledge.
Gather and analyze exposure and loss information.
Assist in preparing proposals, graphs, and service plans for clients.
Support Account Executives/Senior Brokers in marketing, including preparing all necessary applications and data.
Manage daily transactions for an assigned book of business, e.g., audits, adjustments (retros, collateral, alternative funding, etc.), endorsement requests, coverage analysis, open items, etc.
Contract review as needed.
Support Account Executive/Senior Broker(s) with renewal process:
Establishing timeline.
Managing renewal strategy report preparation.
Gathering renewal exposures.
Reviewing carrier quotes for accuracy.
Managing client proposal preparation (participate in presentation as needed).
Managing post-binding process (insurance summary preparation, stack charts, coordination, critical service outputs, e.g., certificates of insurance).
Invoicing (renewal placements, brokerage fee, special projects, etc.).
Market certain lines of coverage as determined by the Account Executive/Senior Broker(s).
Maintain an appropriate level of confidentiality.
Follow company policies and procedures.
Pass state licensing exam and maintain licensing annually.
Other duties as assigned.
Qualifications
Bachelor’s degree, including but not limited to Business and/or Risk Management, and/or 8-10 years of related insurance experience.
Must have or be able to obtain the appropriate state broker's licenses.
Ability to establish work priorities and manage time effectively.
Ability to use initiative and good judgment in accomplishing tasks with minimal errors; must possess critical thinking skills.
Establish and maintain effective work relationships and function in a team environment.
Excellent interpersonal and customer service skills.
Ability to lead/command client and/or market discussions.
Good listening skills.
Proficiency in use of personal computers, including data entry, word processing and spreadsheet applications; proficient with Microsoft PowerPoint, Word, and Excel.
Compensation & Perks
Excellent growth and advancement opportunities.
Competitive pay based on experience.
Discretionary time off.
Generous benefits package: health, dental, vision, etc.
Employee Stock Program.
Education Assistance Program – tuition reimbursement, student loan repayment assistance, etc.
Teammate Benefits & Total Well-Being
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
Financial Benefits: ESPP; 401(k); 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.
Diversity & Inclusion 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”.
Seniority Level Mid-Senior level.
Employment Type Full-time.
Job Function Sales and Business Development.
Industry Insurance.
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Account Manager
role at
Bridge Specialty Group .
Brown & Brown’s Risk Solutions team, formerly known as Beecher Carlson, is looking for an Account Manager to join the team in Nashville, TN; Atlanta, GA; or Miami, FL.
Responsibilities
Assist clients in understanding their policies/coverages and determining their needs.
Communicate with existing clients to ensure quality service is being delivered.
Respond to client requests and questions within ability/knowledge.
Gather and analyze exposure and loss information.
Assist in preparing proposals, graphs, and service plans for clients.
Support Account Executives/Senior Brokers in marketing, including preparing all necessary applications and data.
Manage daily transactions for an assigned book of business, e.g., audits, adjustments (retros, collateral, alternative funding, etc.), endorsement requests, coverage analysis, open items, etc.
Contract review as needed.
Support Account Executive/Senior Broker(s) with renewal process:
Establishing timeline.
Managing renewal strategy report preparation.
Gathering renewal exposures.
Reviewing carrier quotes for accuracy.
Managing client proposal preparation (participate in presentation as needed).
Managing post-binding process (insurance summary preparation, stack charts, coordination, critical service outputs, e.g., certificates of insurance).
Invoicing (renewal placements, brokerage fee, special projects, etc.).
Market certain lines of coverage as determined by the Account Executive/Senior Broker(s).
Maintain an appropriate level of confidentiality.
Follow company policies and procedures.
Pass state licensing exam and maintain licensing annually.
Other duties as assigned.
Qualifications
Bachelor’s degree, including but not limited to Business and/or Risk Management, and/or 8-10 years of related insurance experience.
Must have or be able to obtain the appropriate state broker's licenses.
Ability to establish work priorities and manage time effectively.
Ability to use initiative and good judgment in accomplishing tasks with minimal errors; must possess critical thinking skills.
Establish and maintain effective work relationships and function in a team environment.
Excellent interpersonal and customer service skills.
Ability to lead/command client and/or market discussions.
Good listening skills.
Proficiency in use of personal computers, including data entry, word processing and spreadsheet applications; proficient with Microsoft PowerPoint, Word, and Excel.
Compensation & Perks
Excellent growth and advancement opportunities.
Competitive pay based on experience.
Discretionary time off.
Generous benefits package: health, dental, vision, etc.
Employee Stock Program.
Education Assistance Program – tuition reimbursement, student loan repayment assistance, etc.
Teammate Benefits & Total Well-Being
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.
Financial Benefits: ESPP; 401(k); 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.
Diversity & Inclusion 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”.
Seniority Level Mid-Senior level.
Employment Type Full-time.
Job Function Sales and Business Development.
Industry Insurance.
#J-18808-Ljbffr