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The Commercial Account Manager supports the Producer by applying advanced technical insurance expertise and operating with a high degree of autonomy. This role exercises independent judgment in organizing, prioritizing, and managing work for an assigned portion of the book of business, and provides day‑to‑day direction to Technical Assistants. The Commercial Account Manager partners closely with the Producer to develop new business opportunities, deliver high‑level renewal support, and participate in client‑facing renewal and new business meetings. The role also contributes to strategic initiatives by preparing midyear coverage reviews and creating proactive communications that enhance the client experience and strengthen account retention.
Job Responsibility:
Oversee assigned book of business in accordance with Brown & Brown policies and procedures
Participate in Monthly New/Renewal Meetings
Renewal Processing
New Business Processing
Coordinate mail processing and handle all client, company, and Producer requests
Handle routine incoming calls in the Producer’s absence and answer questions regarding client coverage and limits
Manage all accounting requests and claims
Perform policy checking, including preparation and review of the Schedule of Insurance and final audits
Receive, review, and coordinate certificates of insurance and order MVRs as needed
Review the Suspense list and identify required actions for the TA
Follow up with the Producer to ensure the Insurance Coverage Review Checklist is completed timely and inform the Producer of unusual account activity
Train new TAs on policies and procedures
Requirements:
Active P&C License
Bachelor’s Degree (preferred)
1-3 years’ experience in similar position (preferred)
High School Diploma
Proficient with MS Office Suite
Exceptional telephone demeanor
What we offer:
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