Commercial Lines Client Coordinator Job at Brown & Brown UK (Jacksonville)

Commercial Lines Account Manager

At Alera Group, our Property & Casualty team helps businesses protect their asse...

Location

United States , Pittsfield

Salary:

65000.00 - 85000.00 USD / Year

Alera Group

Expiration Date

Until further notice

Requirements

3+ years of Commercial Lines Account Management experience within an insurance agency, brokerage, or carrier environment
Strong customer service, communication, and organizational skills
Ability to manage multiple priorities in a fast-paced team environment
Experience using AMS360, EPIC, or similar agency management systems
Proficiency in Microsoft Word, Excel, Outlook, and agency management systems
Strong attention to detail, follow-through, and accountability

Job Responsibility

Support clients with coverage placement, renewals, claims coordination, policy analysis, and related service needs
Serve as a trusted day-to-day resource for clients, responding promptly to service requests and coverage questions
Collaborate with carriers, underwriters, and producer partners to deliver effective coverage solutions
Build and maintain strong client relationships that support long-term retention and service excellence
Contribute to client retention initiatives and identify opportunities for account growth
Manage a book of approximately 70 commercial accounts while effectively prioritizing competing deadlines, service requests, and renewal activity
Coordinate renewals and policy servicing activities to ensure a seamless client experience
Maintain accurate and timely documentation within agency management systems such as AMS360 or EPIC
Ensure policy accuracy, regulatory compliance, and adherence to internal procedures
Support audits, reporting, and carrier or client requests as needed

What we offer

medical
dental
vision
life and disability insurance
401(k) plan with company match
generous paid time off
professional development opportunities

Fulltime

Commercial Client Executive

As a Commercial Client Executive (CE), you will be responsible for managing the ...

Location

United Kingdom , Greater Manchester; Manchester

Salary:

Not provided

NetApp

Expiration Date

Until further notice

Requirements

Proven track record of meeting quota and driving net new business
Ability to build strong relationships with customers and partners
Understanding of the customers' goals and ability to demonstrate value to clients
Organized and disciplined with the ability to coordinate and support multiple concurrent selling efforts by NetApp sales specialists and partners
Ability to speak credibly on a variety of modern computing, storage, and cloud technologies/concepts
Bachelor's Degree or equivalent

Job Responsibility

Create relationship maps within accounts and plans to expand depth and quality of relationships with buyers and influencers
Develop account plans and work with assigned Solution Engineers to develop a long-term product strategy for new and existing NetApp product lines
Lead and coordinate the end-to-end sales cycle including pipeline generation, qualification, solution design, pricing and quoting, deal/contract negotiation
Act as a sales orchestrator, pulling in the right experts, at the right place and right time
Oversee multiple concurrent sales motions (some owned by specialist sellers or even other sales roles) to ensure a customer-centric approach, while not inhibiting other sellers or specialists from hunting for opportunities
Lead partner co-selling efforts in the account

What we offer

Volunteer time off: 40 hours of paid volunteer time each year
Well-being: Employee Assistance Program, fitness, and mental health resources to help employees be their best
Time away: Paid time off for vacation and to recharge

Fulltime

Commercial Lines Account Manager

At Alera Group, our Property & Casualty team helps businesses protect their asse...

Location

United States , San Antonio

Salary:

Not provided

Alera Group

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in a commercial insurance account management role
Active Property & Casualty insurance license
Strong understanding of commercial lines underwriting and coverages
Proficiency in Microsoft Office and Adobe applications
Strong organizational skills with attention to detail
Excellent verbal and written communication skills

Job Responsibility

Support Producers by coordinating renewals and new business for commercial accounts
Gather underwriting information and engage clients to prepare renewal and marketing submissions
Serve as a day-to-day point of contact for clients and carriers
Strengthen client relationships through clear communication and reliable follow-through
Request, review, and analyze carrier quotes for accuracy, coverage, and pricing
Assist with marketing and placement of business
Ensure accuracy and timeliness of policies, endorsements, invoicing, audits, and billing
Review month-end statements and assist with finance arrangements
Issue proofs of insurance and manage service follow-ups
Maintain organized electronic files, suspense systems, and follow-up tracking

What we offer

Medical
Dental
Vision
Life and disability coverage
401(k)
Generous PTO
Role-specific learning paths
Leadership development programs
Technical and compliance training
Industry certifications and continuing education support

Fulltime

Commercial Lines Account Manager

Alera Group is looking for a Commercial Lines Account Manager. We are seeking hi...

Location

United States , Waukesha; Onalaska; Green Bay; Appleton; Monona

Salary:

Not provided

Alera Group

Expiration Date

Until further notice

Requirements

High school diploma or equivalent required (Associate’s or Bachelor’s preferred)
2+ years of commercial lines insurance servicing experience
Active P&C license required or ability to obtain within a specified timeframe
Working knowledge of commercial insurance products (GL, Property, Workers’ Comp, Auto, Umbrella, etc.) with proficiency in agency management systems such as Applied Epic, AMS360, or similar
Strong communication, organization, and attention‑to‑detail skills with a commitment to professional development, including pursuit of CISR, CIC, or related designations within two years

Job Responsibility

Service and manage a portfolio of mid-market to large commercial insurance accounts by coordinating renewals, policy changes, endorsements, billing, audits, and client inquiries while ensuring regulatory and company compliance
Support new and renewal business by preparing applications and proposals, evaluating client exposures, analyzing loss trends, obtaining carrier quotes, and assisting producers with marketing and placement
Collaborate closely with producers, underwriters, carriers, and internal teams to deliver seamless client service, maintain accurate agency system records, and drive strong account retention

What we offer

Medical insurance
Dental insurance
Life insurance
Disability insurance
401k
Generous paid time off

Fulltime

Commercial Lines Customer Service Representative

A busy company in the West Caldwell area is seeking a Commercial Lines Customer ...

Location

United States , Caldwell

Salary:

75000.00 - 85000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of two years' experience in commercial insurance or a similar customer service role
Active Property & Casualty license, or willingness to obtain one within a specified period
Strong familiarity with commercial insurance coverages and industry terminology
Excellent communication skills, both written and verbal, to interact effectively with clients and team members
High attention to detail and strong organizational skills to manage multiple tasks efficiently
Proficiency in Microsoft Office applications and agency management software
Ability to thrive in a fast-paced environment and prioritize responsibilities effectively
Team-oriented mindset with a proactive approach to problem-solving

Job Responsibility

Process various policy-related tasks, including endorsements, certificates of insurance, binders, renewals, and policy changes
Review client policies and documents to ensure accuracy and completeness
Respond to client inquiries about coverage, billing, and policy details in a timely manner
Collaborate with producers and account managers to assist with account servicing and renewal preparations
Maintain up-to-date and accurate client records within agency management systems
Coordinate with insurance carriers to address and resolve service-related issues
Support marketing efforts for policy renewals by gathering necessary underwriting information
Ensure compliance with agency standards and regulatory guidelines in all service activities
Deliver attentive and courteous service to clients and partners, fostering positive relationships

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Commercial Lines Account Manager

Join a Respected Insurance brokerage with a Rich 40-Year Heritage. Our client, a...

Location

Canada , Vaughan

Salary:

85000.00 - 90000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Minimum of five years’ experience working with mid-sized to large commercial insurance accounts
RIBO license is mandatory
Ability to perform a comprehensive 360-degree client service role independently
Strong professionalism and confidence in signing authority
Experience with Epic software is ideal
Excellent communication and organizational skills
Able to work in office on a full-time basis

Job Responsibility

Manage mid to large commercial accounts, primarily construction, retail buildings, bonds, etc.
Provide end-to-end client service from policy placement to sign-off, ensuring all client needs are met with professionalism and accuracy
Coordinate with TSRs and other team members to prepare summaries and certificates, signing off on the final documents
Handle client inquiries, policy updates, and endorsements with efficiency
Cross-sell additional coverages such as umbrella policies when appropriate
Maintain detailed and organized client files, ensuring compliance with company standards
Collaborate with the team and report to the interim commercial manager to meet departmental goals

What we offer

Full health benefits starting from day one
RRSP plan with employer matching
Up to four weeks of paid vacation
Opportunities for professional growth and team-building events

Fulltime

Commercial Lines, Select Account Executive

The Select Account Executive will retain and grow business by servicing and mana...

Location

United States , Alexandria

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Valid Insurance license
Professional Designation specific to area of specialty preferred (ie, ARM, CIC, RPLU)
College Degree in a business-related field
7+ years’ experience in the insurance industry, or a related field
Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher
Able to create, edit, and merge letters, spreadsheets, labels, etc.
Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machines, etc.)

Job Responsibility

Retain and grow business by servicing and managing client and prospective client relationships
Collaborate with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities
Responsible for the combined functions of the development and successful acquisition on new business revenue from new and existing clients and providing a high level of client service to assigned accounts
Remain current on company insurance products and offerings, as well as developments in the marketplace, including product line offerings, changing insurance consumer trends and needs
Manage the client and prospect relationships to help grow the book of existing accounts, providing and recommending the most appropriate insurance solutions
Complete applications and supply appropriate underwriting information, as well as negotiate with underwrites relative to proper coverages and placement
Prepare new business strategies in collaboration with the producer, including proposals and presentations while ensuring agreement with customer’s request/requirements
Market new and renewal business, and develop opportunities to sell additional coverage from existing clients when appropriate
Bind and/or place coverage with acceptable carriers, adhering to appropriate carrier binding authority
Process change requests and other coverage research issues

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

Fulltime

Commercial Lines Account Manager

The Account Manager is responsible for retention and client relationship managem...

Location

United States , Ft. Lauderdale

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

2-20 license required
5+ years' in an independent agency setting servicing commercial accounts and marketing renewals
Strong knowledge of Microsoft Word and Excel (formulas, data manipulation, pivot tables, etc.)
Excellent verbal and written communication skills
Ability to read, analyze, and interpret insurance policies, coverages, documents and regulations
Ability to write reports and business correspondence
Ability to effectively establish rapport, present information and respond to questions from managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, commissions, premiums and percentages
Ability to solve practical problems and deal with a variety of concrete variables
Bachelor's Degree highly preferred

Job Responsibility

Work with the Large Commercial clients to provide exceptional customer service
Handle client requests for information, endorsements, forms, and rates for accuracy, recommending changes or amendments
Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments
Oversee the requests for endorsements, and control and preparation of binders, certificates, invoices, automobile identification cards, and similar items
Review suspense on a regularly scheduled basis, re-suspending or handling items as appropriate
Maintain account files, overseeing that documents are placed into appropriate sections when not documented via automated database
Assist in clearing omitted items, account differences, and commission differences
Coordinate premium financing needs with Accounting Department
Keep producers informed
Correspond with markets and clients, accompanying producers on visits as requested

What we offer

Medical/Rx
Dental
Vision
Life Insurance
Disability Insurance
ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Free Mental Health & Enhanced Advocacy Services

Fulltime

Select Country

Commercial Lines Client Coordinator

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

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