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Commercial Lines Account Manager
Commercial Lines Account ManagerBrown & Brown • Meridian, ID, US
Commercial Lines Account Manager

Commercial Lines Account Manager

Brown & Brown • Meridian, ID, US
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Commercial Lines Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Commercial Lines Account Manager to join our growing team in Meridian, ID.

The Commercial Lines Account Manager is responsible for servicing Agency Bill and Direct Bill accounts, including invoicing, policy changes, coverage comparisons, and compliance documentation. This role supports client retention and growth through strong relationship management, identification of coverage gaps for upsell / cross-sell opportunities, and oversight of administrative tasks such as certificates, auto ID cards, and policy processing.

How You Will Contribute :

  • Service Agency Bill and Direct Bill accounts
  • Support and assist in training new hires and / or current Teammates
  • Agency bill invoicing, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
  • Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies / endorsements.
  • Build successful relationships with clients, vendors, and carriers to improve client retention.
  • Identify gaps in coverage to upsell / cross sell appropriately
  • Manage new business quoting and remarketing renewals process for Direct Bill and Agency Bill
  • Review and document internal compliance and client disclosure requirements, policies, endorsements, etc.
  • Successfully utilize electronic filing cabinet to minimize errors and omissions exposure
  • Certificates to ensure understanding of client expectations, legal requirements, and insurance operations.
  • Actively seek opportunities for upsell and / or cross-selling current customers

Licenses and Certifications :

  • P&C Licensed in Idaho
  • Insurance designation (preferred)
  • Skills & Experience to Be Successful :

  • 2+ years of Commercial Insurance experience required
  • Bachelor's Degree or similar education / work experience
  • Strong technical knowledge of coverage in all Commercial Lines insurance coverage
  • Strong computer literacy including Microsoft Office 365
  • Excellent customer service skills
  • Strong attention to detail, and organizational skills
  • AMS360 experience required
  • Electronic Filing Cabinet / ImageRight (preferred)
  • Teammate Benefits & Total Well-Being :

  • 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.
  • Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

    The Power To Be Yourself

    As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".

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    Commercial Lines Account Manager • Meridian, ID, US

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