Commercial Lines Sr 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 Commercial Lines Sr Account Manager to join our growing team in Phoenix, AZ!

The Commercial Lines Sr Account Manager provides service for customer accounts and transactions, in support of the production and retention of the business.

How You Will Contribute:

• Finalizing a CIC or AAI Designation

• Handle large and complex franchise accounts

• Issue certificates of insurance and evidences of property insurance-working knowledge of contract requirements and forms needed.

• Issue ID cards

• Check billing status with carrier - Handle late pay/cancellation/reinstatement from beginning to end. Communicate with client about pay status via phone and/or email.

• Order loss runs - complete loss run matrix

• Order Experience mods from current carriers

• Able to read/understand an MVR - Orders MVRs when required

• Process Change Requests- handle corrections etc. including interaction with clients/carriers

• Process Endorsements and invoice any Agency Bill items- issue check request/process refunds from accounting, send refunds to payee.

• Process Policies (complete checklist, handle discrepancies, communicate with AE and or underwriter)

• Process Audits and Invoice any Agency Bill items-Understand audit and begin process of dealing with disputes and payment issues.

• Claim Reporting II (Understand the details-Take claims calls from client/claimant-report information to carrier and communicate claim and adjuster information back to client/claimant)

• Pull online documents and attach into client files

• If AE is out, monitor the inbox for Certs, Drivers, auto changes, billing issues etc. Advise back-up AE of anything else that might be an emergency

• Maintain current activities and follow-up as necessary

Licenses and Certifications:

• Property & Casualty License

Skills & Experience to Be Successful:

• 3+ years insurance experience (Preferred)

• Independent insurance agency experience (Preferred)

• College degree (Preferred)

• High school diploma or equivalent

• Proficient with MS Office Suite

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality

• Professional office environment experience

#LI-KM1

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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".