What are the responsibilities and job description for the Property & Casualty Account Manager position at Bridge Specialty Group?
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 Property and Casualty Account Manager to join our growing team in Milwaukee, WI!
The Property and Casualty Account Manager provides high quality customer service while assisting in the coordination of services between the client and the insurance company. Providing support for our internal service team. This includes such activities as reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries. Participates in the marketing process and provides clerical support to the team.
How You Will Contribute
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
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”.
Brown & Brown is seeking a Property and Casualty Account Manager to join our growing team in Milwaukee, WI!
The Property and Casualty Account Manager provides high quality customer service while assisting in the coordination of services between the client and the insurance company. Providing support for our internal service team. This includes such activities as reviewing binders, policies and endorsements for accuracy, maintaining files, and creating documents such as specifications, proposals, binders and insurance summaries. Participates in the marketing process and provides clerical support to the team.
How You Will Contribute
- Responds promptly to client inquiries and requests while keeping the service team informed.
- Prepares, processes, and reviews insurance documents, ensuring accuracy and alignment with quoted and bound coverages.
- Collects and analyzes client data, including Schedules of Values, to support insurance placement and renewals.
- Handles routine requests from clients, underwriters, and internal staff, ensuring timely and accurate communication.
- Develops and maintains client service plans, manages mid-term changes, and contributes to Stewardship reviews.
- Manages new client setup and ongoing maintenance in agency management systems, including document uploads and open item tracking.
- Participates in marketing efforts, including contacting markets, reviewing quotes, and preparing proposals, while pursuing continuing education and assisting with special projects.
- Licensed as a Producer of Property and Casualty in applicable state.
- 3 or more years related experience and participates in continuing education in order to maintain the appropriate level of credentials.
- Strong oral and written communication skills with a proven commitment to high quality customer service.
- Develops and maintains a working knowledge of Brown & Brown systems and processes.
- Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.
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.
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”.
