Insurance Account Manager

4 weeks ago

Markham, Ontario, Canada Brown & Brown Insurance Full time

Job Summary:

Brown & Brown Insurance is seeking a highly skilled Commercial Lines Customer Service Representative to join our team. As a key member of our Markham team, you will be responsible for providing exceptional customer service to our clients, assessing risk, and advising on coverage for their business operations.

Key Responsibilities:

  • Present and meet with clients regularly to assess risk and advise on coverage for their business operations.
  • Generate new business and retain existing business as a client relationship manager.
  • Coordinate Renewal Strategy Meetings with clients and service teams, including agenda preparation, meeting minutes, and action items/timelines.
  • Prepare and update the Limits Chart after each renewal and amendment.
  • Issue Side Analyses to clients as the renewal or new business offer, providing comprehensive coverage offerings and uninsured exposures.
  • Facilitate the entire renewal process 90-60 days in advance and manage the process with Client Advisor (CA) and Technical Service Associate (TSA).
  • Follow all procedures for new business as outlined within the Commercial Marketer role.
  • Ensure all correspondence is attached and documented in the Business Management System (BMS).
  • Collaborate with the TSA on Payment Terms and Premium Financing, with collection responsibilities falling under the CA's ownership.
  • For automatic policy renewals, service can be fully managed by the assigned CSA/TSA.
  • Service a dedicated book of business.
  • Hold Bi-Monthly New/Renewal Meetings with CA's and inform them of any unusual activity on accounts.
  • Process renewal and new business applications.
  • Handle incoming mail, routine calls, and accounting requests.
  • Answer client questions regarding coverage and limits.
  • Receive, coordinate, and process client/company requests and producer requests for assistance.
  • Coordinate and process claims with the Claims Manager.
  • Create and maintain insurance schedules.
  • Set up masters, receive certificate requests, review, and issue certificates.
  • Process and obtain signed finance agreements.
  • Update Acord applications and order MVRs.
  • Follow up with Producers to ensure completion of the Insurance Coverage Review Checklist.
  • Quote all lines of coverage under the direction of the Marketing Department.
  • Process middle market endorsements.
  • Respond to returned Renewal Questionnaires.

Requirements:

  • 2+ years of insurance experience in Commercial Lines.
  • RIBO license required.
  • Experience with large accounts and international business is preferred.
  • High School Diploma or equivalent.
  • Proficient with MS Office Suite, especially Outlook and Excel.
  • Positive attitude and commitment to working in a team environment.
  • Exceptional customer service and interpersonal skills.
  • Ability to use EPIC – BMS system. Training is provided.

What We Offer:

  • Excellent growth and advancement opportunities.
  • Competitive pay based on experience.
  • Discretionary Time Off (DTO).
  • Generous benefits package health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan.

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