Client Account Manager – Commercial Lines

Brown & Brown of Georgia

Alpharetta, GA

Job Category: Client Support

Division: Retail

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Job Summary

Brown & Brown Insurance of Georgia’s Alpharetta office is growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Client Account Manager for our Commercial Habitational Team. This teammate will provide commercial lines support in maintaining, expanding and servicing assigned accounts.

Essential Duties and Functions:

  • Process daily mail, including faxes and e-mail for assigned accounts.
  • Answer and process all telephone requests for assigned accounts.
  • Enter all required data into system to maintain current file data on all assigned accounts.
  • Review Commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers.
  • Quote, prepare proposals and present proposals to clients.
  • Follow through with clients on declinations or acceptance of proposals including ordering coverage from the carriers.
  • Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits and cancellations.
  • Validate coverages and ratings in policies, endorsements, audits, cancellations, etc.
  • Maintain suspense system for correspondence/requests.
  • Process premium finance agreements as needed.
  • Prepare and send billings and/or invoices on a timely basis.
  • Assist in the collection of premiums and audits.
  • Provide back-up to other Account Managers as assigned.
  • Maintain expiration reports.
  • Develop and maintain working relationship with various company underwriters.
  • Maintain favorable relationship with clients, producers and team mates.
  • Develop and maintain strong technical knowledge of commercial lines coverages and rating.
  • Perform other duties and assigned.

Required Skills

  • 3-5 years’ experience in a similar position
  • Georgia P&C License
  • High School Diploma
  • Proficient with MS Office Suite
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality and professionalism
  • Good technical knowledge of coverage in all commercial lines insurance



Salary Range



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