Small Commercial Client 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 Small Commercial Client Account Manager to join our growing team in Maitland, FL!

The Small Commercial Client Account Manager position services new and existing accounts; providing support to team in maintaining and expanding assigned accounts.

How You Will Contribute:

• Enter and update all required client and claims data in the agency management system per company and carrier guidelines.

• Prepare renewal submissions, exposure checklists, and collaborate with the Marketing Department throughout the renewal process.

• Handle the preparation, review, and processing of insurance binders, policies, endorsements, certificates, audits, and cancellations.

• Validate policy coverages and premium charges; prepare and reconcile premium billings and invoices.

• Deliver policies to insureds, maintain follow-up systems for correspondence, and manage claim communications.

• Receive, track, and update claim information, maintaining suspense files until claims are closed.

• Quote and write additional lines of coverage (e.g., flood, wind) as needed.

• Build and maintain positive relationships with underwriters, clients, and producers.

• Stay current with commercial lines coverages, carrier rating plans, WIC modification factors, and loss reviews.

• Maintain active licensing, complete continuing education, and perform other assigned duties as needed.

Licenses and Certifications:

• 2-20 Property and Casualty license (or obtained within 90 days within hire)

Skills & Experience to be Successful:

• High school diploma or equivalent

• 3-5 years insurance experience (preferred)

• 3-5 years customer service experience

• Working knowledge of AMS360 and ImageRight (preferred)

• Excellent verbal and written communication skills

• Organizational and prioritizing skills

• Professional demeanor, positive attitude

• Experience with personal computers and related software (Microsoft Word, Excel); proficient typing skills

• Strong ability to multi-task/manage multiple projects and communities

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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".