Commercial Lines Sr Account Manager

Brown & Brown is seeking a Commercial Lines Sr Account Manager to join our growing team in Phoenix, AZ!

The Commercial Lines Sr Account Manager provides service for customer accounts and transactions, in support of the production and retention of the business.

How You Will Contribute:

• Finalizing a CIC or AAI Designation

• Handle large and complex franchise accounts

• Issue certificates of insurance and evidences of property insurance-working knowledge of contract requirements and forms needed.

• Issue ID cards

• Check billing status with carrier - Handle late pay/cancellation/reinstatement from beginning to end.  Communicate with client about pay status via phone and/or email.

• Order loss runs – complete loss run matrix

• Order Experience mods from current carriers

• Able to read/understand an MVR – Orders MVRs when required

• Process Change Requests- handle corrections etc. including interaction with clients/carriers

• Process Endorsements and invoice any Agency Bill items- issue check request/process refunds from accounting, send refunds to payee.

• Process Policies (complete checklist, handle discrepancies, communicate with AE and or underwriter)

• Process Audits and Invoice any Agency Bill items-Understand audit and begin process of dealing with disputes and payment issues.

• Claim Reporting II (Understand the details-Take claims calls from client/claimant-report information to carrier and communicate claim and adjuster information back to client/claimant)

• Pull online documents and attach into client files

• If AE is out, monitor the inbox for Certs, Drivers, auto changes, billing issues etc.  Advise back-up AE of anything else that might be an emergency

• Maintain current activities and follow-up as necessary

Licenses and Certifications:

• Property & Casualty License

Skills & Experience to Be Successful:

• 3+ years insurance experience (Preferred)

• Independent insurance agency experience (Preferred)

• College degree (Preferred)

• High school diploma or equivalent

• Proficient with MS Office Suite

• Exceptional telephone demeanor

• Ability to maintain a high level of confidentiality

• Professional office environment experience

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