Account Manager

6 days left

Brown And Brown
Fort Myers, Florida
Not Specified
Feb 22, 2024
Apr 21, 2024

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Primary Objectives & Summary: The Commercial Lines Account Manager is responsible for servicing new and existing clients and helping to maintain positive client relationships for Commercial Lines accounts, providing high quality of service with a focus on the profitability of the business to the agency.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Essential Duties include the following:

  • Review renewal list of policies expiring in the prescribed time frames to determine appropriate actions
  • Rate and prepare quotations when necessary
  • Prepare Proposals for presentation by producers
  • Mail binders and ID cards to insureds
  • Mail, fax or email application to company and suspend for receipt of policy
  • Handle client telephone and mail requests for information, endorsements, cancellations, and other services as required
  • Request endorsements as required
  • Assist with accounts receivable control
  • Document all conversations with insured and/or other interested parties
  • Complete policy rewrites when necessary
  • Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company
  • Send Insurance Coverage Review form or Small Business Questionnaire to be insured with letter as required and attach in Image Right
  • Maintain and update the AMS 360 database timely and accurately
  • Inform company and client of errors in policies or endorsements
  • Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits
  • Maintain current state license
  • Attend appropriate classes and seminars
  • Sit for examinations as required
  • Setup and maintain agency files as required
  • Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally performed
  • Perform other assignments or duties as required

Job Requirements:

  • Florida 2-20 Property & Casualty license
  • Knowledge of customer service functions such as rating, marketing, claims handling and coverage information
  • Strong commitment to service for the agency's clients
  • Effective written and verbal communications skills
  • Effective and efficient use of computer and related equipment
  • Good organizational skills, attention to detail and ability to respond to requests effectively and efficiently
  • Industry designations are promoted and funded by the agency


We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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