Commercial Insurance Account Manager

Rodman Insurance Agency

Needham, MA

Job Category: Client Support

Division: Retail

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Job Summary

Brown & Brown of Massachusetts, dba Rodman Insurance Agency, is seeking an experienced Commercial Lines Account Manager to join our team! This individual will be responsible for providing excellent customer service to a set book of clients.

Duties and Responsibilities:

  • Maintain account files in an orderly sequence according to established procedures.
  • Enter all required data into system to maintain current file data on assigned accounts.
  • Review commercial applications, renewal requests and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers.
  • Handle renewal marketing of accounts as needed.
  • Attend carrier and industry meetings and seminars.
  • Prepare and process binders of insurance, policies, and endorsements, certificates of insurance, audits, and cancellations as defined in the company procedures manual.
  • May take claim calls and report to carriers as defined in the company procedures.
  • Secure loss runs and experience modification worksheets on assigned accounts.
  • Maintain suspense or follow-up system for correspondence/requests.
  • Process premium finance agreements as needed.
  • Prepare billings and/or invoices on a timely basis.
  • Assist client through preparation of Excel spreadsheets and premium breakdowns.
  • Assist in the collection of premiums and audits as defined in the procedures manual.
  • Maintain expiration records.
  • Develop and maintain working relationship with various company marketing representatives and underwriters.

#LI-CB1

Required Skills

  • High School Diploma required.
  • Strong technical knowledge of coverage in all commercial lines insurance coverage.
  • 5+ years service/general agency/company experience.
  • Valid MA Property & Casualty Agent’s License.
  • Familiarity with Applied TAM, preferred.
  • Proficient in Microsoft Office Suite

Salary Range

Negotiable, depending on professional experience

Contact

Cydney Bain, Regional Talent Acquisition Professional [email protected] #LI-CB1 #ZRCB

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