Small Commercial Account Manager Job at Brown & Brown UK (Spring House)

Job Description

Brown & Brown is seeking a Small Commercial Account Manager to join our growing team in Spring House, PA! The Small Commercial Account Manager retains clients through consistent servicing and by supporting the management of client relationships both internally and externally. This role assists members of the department in delivering exceptional customer service and contributes to achieving strong client satisfaction.

Job Responsibility

Manage the day‑to‑day account servicing of an assigned book of business, including processing policies and endorsements, invoicing, issuing certificates of insurance and auto ID cards, reporting and following up on claims, preparing premium breakdowns, handling policy changes, reviewing policy forms, providing coverage comparisons, conducting loss analysis, and responding to coverage questions
Build and maintain courteous, successful relationships with clients, vendors, and carriers to support client retention
Assist in the full renewal process for assigned and prospective clients, including ordering updated loss information, obtaining updated account data, handling renewal applications, supporting renewal marketing and account rounding, reviewing and negotiating renewal pricing, and preparing renewal proposals and binders
Assist in the review of internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations and legal requirements
Support marketing and sales teams and document renewal, sales, and insurance operations compliance information in the sales management database
Attend internal and client meetings as needed and follow agency guidelines, policies, and procedures
Promote teamwork, support, knowledge sharing, a positive attitude, and a commitment to achieving or exceeding internal and external performance standards
Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology, and professional licensing requirements

Requirements

Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire
College Degree in a business-related field (preferred)
Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU) (preferred)
2+ years’ experience in the insurance industry, or a related field
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 use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)

Nice to have

College Degree in a business-related field (preferred)
Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU) (preferred)

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

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Small Commercial Account Manager

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