New Account Manager developing new client relationships and sales strategies for CSA Group in the Lighting and High - Tech industries. Building a strong sales pipeline targeting customers across Canada.
About the role
- Client Account Manager Sr. at Brown & Brown responsible for managing insurance accounts and enhancing client relationships. Requires 5+ years of experience in the insurance industry with a focus on compliance and renewal processes.
Responsibilities
- Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions
- Build courteous and successful relationships with clients, vendors and carriers to improve client retention
- Identify gaps in coverage and consult leadership or producer of options to advise the client
- Manage the renewal process for all assigned clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders
- Review internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements
- Assist in growing the assigned book of business through account rounding and referrals
- Document renewal, sales, and insurance operations compliance documents into the sales management database
- Perform other duties as assigned
Requirements
- Valid Insurance Producer license
- 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.)
- 5+ years’ experience in the insurance industry, or a related field
- College Degree in a business-related field (preferred)
Benefits
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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