Commercial Lines Account Manager

6 days left

Brown And Brown
Naples, 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.

Brown & Brown Insurance is seeking a Commercial Lines Account Manager to join their team in Naples, Florida.

Primary Objectives & Summary: The CL 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


  • Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas, and exhibits willingness to try new things.
  • Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.
  • Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.
  • Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
  • Adaptability—the individual adapts to changes in the work environment, manages competing demands and can deal with frequent change, delays or unexpected events.
  • Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

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

Performance Expectations:

  • Have work current on a weekly basis
  • Meet agency growth and retention goals
  • Work well with underwriters and fellow employees of the agency
  • Assist the customer cooperatively and courteously
  • Meet agency continuing education requirements
  • Work independently and carry out assignments to completion with minimum instruction

Physical Requirements Necessary on a Regular Basis:

The physical demands described here are representative of those that must be met by a teammate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Ability to sit at a desk or PC terminal for an extended period of time (7-8 hours per day).
  • Manual dexterity, arm and upper body range of motion enough for use of a keyboard, mouse and telephone 7-8 hours a day
  • Speech and hearing enough for in-person and telephone communication 7-8 hours per day.
  • Vision enough for use of computer monitor.
  • Must to able to perform physical efforts required to minimally perform the position to include keying as a repetitive activity, grasping, talking to communicate detailed and important information to others accurately, stooping, reaching, standing, climbing stairs and ability to lift object up to 10 pounds.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate. Travel is minimal with most contact with clients by phone and correspondence.

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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