Commercial Account Manager

Overview

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 San Antonio, TX
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The Commercial Lines Account Manager serves as the primary client contact for an assigned book of commercial business, ensuring exceptional service and retention. This role manages client accounts and transactions with sound judgment, oversees task delegation, and provides guidance to maintain quality standards. The Account Manager builds and strengthens client relationships, leads internal resources to address client needs, and resolves issues related to underwriting, policies, accounting, and claims.

By delivering proactive solutions and fostering trust, this position supports business growth and long-term client satisfaction.

• Accurately review and monitor various documents such as certificates of insurance, auto , binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc. May be involved in preparation of such documents for complex risks. Ensures documents reflect policy coverages as quoted, proposed and bound.
• Use discretionary judgement to negotiate commission/fee-based pricing of services, ensuring account profitability for the scope of service and costs associated with the client service agreement
• Lead the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
• Collaborate with Producers and Marketing to achieve agreed upon goals for new and renewal business marketing
• Assist Producers with any new business calls and implementation of new business for newly assigned accounts as a resource
• Manage complete renewal process on Select business tied to Middle Market accounts as directed by Producers
• Act as liaison between producer and client by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
• Handle a diverse range of insurance products in the Commercial Lines arena
• Submit complete and accurate renewal information to the incumbent carrier(s)
• Prepare Insurance Coverage Review documents
• Bind coverage with the carrier(s) in accordance with the client’s instructions
• Responsible for the day-to-day account management of client accounts

• Property & Casualty license
• Insurance designation(s) (preferred)

• 5+ years’ experience in the industry with a demonstrated ability to explain our capabilities relative to our competitors.
• College degree (preferred)
• Proficient with Microsoft Office Suite.
• Ability to maintain a high level of confidentiality.
• Able to demonstrate an expert level of knowledge with all assigned products, insurance coverages, services, policies, pricing, placement of coverage, regulations, and benefits of each, as well as the B&B philosophy regarding these products and services.
• Strong oral and written communication skills, including the ability to connect with an audience, speak persuasively, and succinctly.
• Strong attention to detail.
• Strong time-management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.
• Understands client profitability by evaluating income, expenses, and the time required to meet specific client needs.
• Strong keyboard and PC skills, including proficiency with word processing and spreadsheet software; familiarity with a variety of software applications; and the ability to quickly learn new systems.
• Knowledge of agency management systems (Benefit Point, Image Right, AMS, etc.).
• This position may require routine or periodic travel, which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire, and periodically thereafter, and maintenance of minimum acceptable insurance coverages.

• 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.

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”.