Habitational Account Manager

Posted 9 Days Ago
Be an Early Applicant
Alpharetta, GA
Junior
Insurance
The Role
Manage customer relationships and account retention in commercial insurance, ensuring compliance and providing recommendations and documentation as needed.
Summary Generated by Built In

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 for our Community Association Division in Alpharetta, Georgia!

This is an excellent opportunity for someone with extensive knowledge of community associations. This team is currently working in a hybrid capacity with work from home opportunities after training.

How You Will Contribute:

  • Be accountable and responsible for retention and customer relationship management for book of customers

  • Follow agency procedures for renewal workflow and timeline, encompassing internal meetings, gathering of information, preparing submissions, identifying markets, following up for and comparing quotes, preparing proposals, presentations and post-binding activity and documentation

  • Participate in strategic internal and external meetings to generate innovative solutions for customers and provide recommendations for an array of commercial lines property and casualty insurance.

  • Participate in pre-renewal, renewal, stewardship, and claims review meetings with customers as necessary

  • Maintain accuracy of customer files, and consistent documentation

  • Identify internal resources and utilize them to effectively bring value to customers

  • Maintain excellent communication with team, internal and external customers at all stages of account cycle

  • Provide sound recommendations and guidance to customers on insurance programs

  • Invoice and collect premium in a timely manner, in accordance with agency procedures

  • Promptly reply to all customer requests, including expedited requests for policy documentation such as certificates and ID cards

  • Foster and seek relationships with teammates across all levels of Brown & Brown

  • Ensure compliance with government agencies and corporate policies and procedures

  • Attend training sessions, courses, etc. to maintain up-to-date skills

License and Certifications:

  • Active P&C license

Skills and Experience to be Successful:

  • 1+ years’ experience in Commercial Insurance account management and/or 1+ years’ experience working for a community association

  • Proficiency in Microsoft Office 365, required

  • Exceptional customer service and interpersonal skills, required

  • Experience with AMS360 or insurer websites, a plus

#LI-JE1

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • 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”. 

Top Skills

Ams360
Microsoft Office 365
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The Company
HQ: Daytona Beach, FL
2,391 Employees
On-site Workplace
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals.

Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions.

Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®.

Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play.

With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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