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Brown & Brown of Massachusetts is looking for a Small Commercial Client Account Manager to join our Commercial Lines team in Dedham, Massachusetts!
We are excited to provide training and development for this opportunity. This role is full-time and requires in-office availability at least four (4) days per week during training.
WHAT YOU'LL DO :
- Build, expand, and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues.
- Manage and retain existing book of business.
- Follow-up to address customer needs and resolve any problems or issues.
- Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements.
- Prepare billings and / or invoices on a timely basis.
- Responsible for the end-to-end client service process such as marketing, updating agency management system with final required documents.
- 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.
- Meet with clients / walk-ins in the office as needed / upon request.
WHAT YOU'LL NEED :
- High School diploma or equivalent, required.
- Proficiency in Microsoft Office 365, required.
- Exceptional customer service and interpersonal skills, required.
- Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).
- 2+ years functioning in Commercial Lines department at an agency or company level is preferred.
WHAT WE OFFER :
- Excellent growth and advancement opportunities.
- Competitive pay based on experience.
- Paid Time Off (PTO).
- Generous benefits package : health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan.
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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