Lawyers Professional Liability Account Manager at Brown & Brown managing and retaining client accounts. Delivering exceptional client service and collaborating on business marketing and proposals.
Responsibilities
Build, expand and solidify relationships with clients at all levels within the company
Manage and retain existing book of business
Continuously achieve all audit and performance standards as outlined by leadership
Follow-up to address customer needs and resolve any problems or issues
Manage and maintain agency management system with current required information and documents
Process daily mail and tasks, including faxes and e-mail, for assigned accounts
Answer and process all telephone requests for assigned accounts
Prepare billings and/or invoices on a timely basis
In conjunction with the Producer, manage ICR process
Responsible for the end-to-end client service process
Underwrite new and renewal business in accordance with Carrier Underwriting authority and guidelines
Review daily, weekly, monthly reports such as expiration and daily downloads Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements
Keep current with email & tasks
Meet with clients / walk-ins in the office as needed / upon request
Attempt to generate new business activity and account rounding
Follow Agency guidelines, policies and procedures
Attend meetings as required by the Profit Center Leader, Producer or Commercial Lines Leader.
Pursues a course of personal, professional development.
Requirements
Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
High school diploma
Associate or bachelor’s degree (Preferred)
2+ years functioning in Commercial Lines department at an agency or company level (Preferred)
Strong technical knowledge of the industry of expertise currently being targeted.
Proficient with MS Office Suite
Proficient knowledge and use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality.
Benefits
Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
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