Commercial Lines Account Manager at 001 Brown & Brown, Inc — Meridian, ID

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

The Commercial Lines Account Manager delivers exceptional client service while managing and supporting a portfolio of commercial insurance accounts. This role serves as a primary point of contact for clients, carriers, and internal teams—handling policy servicing, account management, and supporting new business and renewal activities.

The ideal candidate is detail-oriented, proactive, and capable of balancing high-volume service needs with strategic account support, ensuring client satisfaction, retention, and growth.

How You Will Contribute:

Client Service & Account Management

• Serve as a primary contact for client inquiries, providing timely, professional, and high-quality service.
• Manage inbound and outbound phone call service requests.
• Manage day-to-day service requests including policy changes, endorsements, certificates, ID cards, and coverage questions.
• Support clients with billing questions, payment processing, and premium collection.
• Develop and maintain strong client relationships to support retention and long-term partnerships.
• Assist clients with navigation of online portals and self-service options via the carrier.

Policy Administration & Documentation

• Prepare, review, and process insurance documents including:
• Certificates of insurance
• Binders and endorsements
• Renewal accords/supplementals and proposals
• Maintain accurate client records in agency management systems, including updates, file documentation, and tracking open items.
• Ensure compliance with internal procedures and carrier requirements.
• Coordinate services between clients, carriers, and internal teams.
• Collect and analyze client exposure data and assist in identifying coverage gaps.
• Verify invoicing accuracy and assist with premium finance agreements and accounting-related items.
• Manage mid-term policy changes and assist with renewal strategy and stewardship reviews.
• Identify opportunities for additional coverage to mitigate uninsured or underinsured exposures.

Skills & Experience to Be Successful:

Required

• Active Property & Casualty (P&C) license
• 3+ years of commercial lines account management
• Strong customer service mindset with excellent communication skills
• High attention to detail and ability to multitask in a fast-paced environment
• Strong organizational and time management skills
• Proficiency with Microsoft Office and agency management systems
• Ability to service within modern tech-centric agency management systems

Preferred

• Equivalent work experience or equivalent college degree
• Experience in commercial insurance markets and carrier relationships
• Experience supporting marketing, renewals, or new business placement

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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.

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