Commercial Lines Account Manager

Brown & Brown is seeking a remote 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, required

• 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 & 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, required  

• Insurance designation (preferred) 

Skills & Experience to Be Successful: 
  

• 3+ years of Commercial Insurance experience required 

• High School Diploma, required  

• 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)