Account Manager jobs at Insurance Office of America - 42 jobs

Title: Account Manager - Bonds/Surety Work Mode: 3-4 days hybrid in office | Location/Supporting: Longwood, FL, Birmingham, AL, Jupiter, FL, Las Vegas, NV, Atlanta, GA, Charleston, SC, Syracuse, NY or Binghamton, NY office | Experience: Bond/Surety Experience Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. Key Responsibilities: Technical Competence: Maintain technical competence and industry expertise. Team Leadership: Direct daily activities of the account management team. Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis. Policy Management: Manage policy expirations and renewals. Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals. Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. initiating and conducting client calls/meetings, handling bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals. Client Invoicing: Create and distribute client invoicing for new business, renewals, or premium-bearing transactions, and collect outstanding balances. Claims Facilitation: Assist with the facilitation of client claims processes as needed. Surety Relationships: Develop and maintain positive relationships with underwriters. Continuous Improvement: Seek and adopt best practices to improve individual and team performance. Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. Policy Compliance: Stay updated on company policies and procedures. Client Relationship Management: Manage assigned client relationships, including initiating and conducting client calls/meetings, handling bid bond requests, changes to bonds, cancellations, riders, and closing new business and renewals. Champion IOA Values: Demonstrate integrity and leadership. Ideal Candidate Qualifications: 4-5+ years of industry experience Required active licensing Strong decision-making and delegation skills Exceptional customer service, communication, multitasking, and organizational skills Ability to perform large work volumes with high degrees of accuracy Proficiency in MS Office (Outlook, Word, Excel) High School Diploma (or equivalent) What We Offer: Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time 401K with employer match Employee stock plan participation Professional growth and career progression opportunities Respectful culture and work/family life balance Community service commitment Supportive teammates and a rewarding work environment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range The expected pay range for this position is $75,000 to $85,000 per year, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company is Seeking an Agency Development Territory Manager to join our growing Personal Lines team in St. Petersburg, FL. We are seeking a highly motivated and dynamic Agency Development Territory Manager to join our team. The ideal candidate will have experience in Personal Lines sales and marketing and be responsible for generating new business opportunities and promoting our range of insurance products to potential clients. You will work closely with both the marketing and sales teams to drive brand awareness, engage leads, and convert prospects into long-term clients. How You Will Contribute * Conduct Agency Visits to market products and services to both potential agents and existing agents. * Drive revenue growth with current carrier partners. * Marketing research to keep agents informed of new products and changes Monitor, identify and develop new methods, markets and opportunities * Provide call reports on all agency visits and calls * Work closely with producers to ensure the best service and provide the best products available to promote growth. * Track and Report results on mailings and marketing efforts. * Coordinate, plan, and Host product training seminars. * Assist in new marketing strategies and analysis. * Provide and assist with product education for agents on all GeoVera and NRS products. * Attend seminars, conventions, etc. Skills & Experience to Be Successful * Minimum education or prior related job experience- High School Diploma or General Education Degree (GED); or one - three months related experience and/or training; or equivalent combination of education and experience. * Proficient with MS Office * Exceptional telephone demeanor * Ability to maintain a high level of confidentiality 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".

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company is Seeking an Agency Development Territory Manager to join our growing Personal Lines team in St. Petersburg, FL. We are seeking a highly motivated and dynamic Agency Development Territory Manager to join our team. The ideal candidate will have experience in Personal Lines sales and marketing and be responsible for generating new business opportunities and promoting our range of insurance products to potential clients. You will work closely with both the marketing and sales teams to drive brand awareness, engage leads, and convert prospects into long-term clients. How You Will Contribute Conduct Agency Visits to market products and services to both potential agents and existing agents. Drive revenue growth with current carrier partners. Marketing research to keep agents informed of new products and changes Monitor, identify and develop new methods, markets and opportunities Provide call reports on all agency visits and calls Work closely with producers to ensure the best service and provide the best products available to promote growth. Track and Report results on mailings and marketing efforts. Coordinate, plan, and Host product training seminars. Assist in new marketing strategies and analysis. Provide and assist with product education for agents on all GeoVera and NRS products. Attend seminars, conventions, etc. Skills & Experience to Be Successful Minimum education or prior related job experience- High School Diploma or General Education Degree (GED); or one - three months related experience and/or training; or equivalent combination of education and experience. Proficient with MS Office Exceptional telephone demeanor Ability to maintain a high level of confidentiality 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”.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company is Seeking an Agency Development Territory Manager to join our growing Personal Lines team in St. Petersburg, FL. We are seeking a highly motivated and dynamic Agency Development Territory Manager to join our team. The ideal candidate will have experience in Personal Lines sales and marketing and be responsible for generating new business opportunities and promoting our range of insurance products to potential clients. You will work closely with both the marketing and sales teams to drive brand awareness, engage leads, and convert prospects into long-term clients. How You Will Contribute * Conduct Agency Visits to market products and services to both potential agents and existing agents. * Drive revenue growth with current carrier partners. * Marketing research to keep agents informed of new products and changes Monitor, identify and develop new methods, markets and opportunities * Provide call reports on all agency visits and calls * Work closely with producers to ensure the best service and provide the best products available to promote growth. * Track and Report results on mailings and marketing efforts. * Coordinate, plan, and Host product training seminars. * Assist in new marketing strategies and analysis. * Provide and assist with product education for agents on all GeoVera and NRS products. * Attend seminars, conventions, etc. Skills & Experience to Be Successful * Minimum education or prior related job experience- High School Diploma or General Education Degree (GED); or one - three months related experience and/or training; or equivalent combination of education and experience. * Proficient with MS Office * Exceptional telephone demeanor * Ability to maintain a high level of confidentiality 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".

Responsible for providing customer service and supporting Producers by servicing existing accounts and soliciting new business. This position includes independent responsibility for servicing and retention of assigned customers/policies. ESSENTIAL DUTIES AND RESPONSIBILITIES Packages and markets applications to various carriers to obtain quotes; Negotiates prices, commissions, and/or coverages with carriers; Reviews policies, identifies deficiencies and determines appropriate level of coverage; Manages renewal process for expiring policies; Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including collections on past due accounts; May participate in client meetings to review coverage; Gathers information for applications; Prepares presentations and proposals for clients; Researches requests for information from underwriters; Composes correspondence to insured and/or underwriters; Discusses and assists in setting renewal and/or new business marketing strategy with producer or supervisor; Prepares draft certificate templates for review and approval; Analyzes certificate requests and ensures clients needs are met; Inputs applications and creates letters, and other forms of correspondence; Binds insurance coverage and prepares insurance binders; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned. QUALIFICATIONS EDUCATION / EXPERIENCE Associate's Degree or equivalent combination of education and experience Four (4) or more years related work experience Encouraged to complete Career Path requirements as communicated by supervisor Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good problem solving and time management skills Intermediate typing skills (30-35 wpm) Ability to work within a team and to foster teamwork Proficient in Microsoft Office Suite#LI-RF1

Responsible for providing customer service and overall service of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business efforts. ESSENTIAL DUTIES AND RESPONSIBILITIES Supports Producer in developing new business opportunities for existing clients and prospects; Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer; Analyzes and compares current exposures and develops renewal or new business specifications for marketing; Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy; Reviews and summarizes marketing results and prepares proposals; Finalizes proposals and presentations in coordination with Producer; Binds insurance coverage and prepares binders and/or delegate certificates issuance; Reviews policies for accuracy and review contracts; Prepares summaries and/or schedules of coverage for clients; Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; Participates in the claims process as directed by management, including claim submission, follow-up and overall communication; Provides technical guidance to staff assisting with client needs or procedural issues; Notifies brokers of pertinent information related to client retention; Meets with clients as needed or directed by Producer; Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Other duties as assigned. QUALIFICATIONS Associate's Degree or equivalent combination of education and experience Six (6) or more years related work experience Valid Insurance License SKILLS Proficient in Microsoft Office Suite Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good leadership, problem solving and time management skills Ability to work within a team and to foster teamwork #LI-DR1

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 Small Commercial Client Account Manager to join our growing team in Maitland, FL! The Small Commercial Client Account Manager position services new and existing accounts; providing support to team in maintaining and expanding assigned accounts. How You Will Contribute: Enter and update all required client and claims data in the agency management system per company and carrier guidelines. Prepare renewal submissions, exposure checklists, and collaborate with the Marketing Department throughout the renewal process. Handle the preparation, review, and processing of insurance binders, policies, endorsements, certificates, audits, and cancellations. Validate policy coverages and premium charges; prepare and reconcile premium billings and invoices. Deliver policies to insureds, maintain follow-up systems for correspondence, and manage claim communications. Receive, track, and update claim information, maintaining suspense files until claims are closed. Quote and write additional lines of coverage (e.g., flood, wind) as needed. Build and maintain positive relationships with underwriters, clients, and producers. Stay current with commercial lines coverages, carrier rating plans, WIC modification factors, and loss reviews. Maintain active licensing, complete continuing education, and perform other assigned duties as needed. Licenses and Certifications: 2-20 Property and Casualty license (or obtained within 90 days within hire) Skills & Experience to be Successful: High school diploma or equivalent 3-5 years insurance experience (preferred) 3-5 years customer service experience Working knowledge of AMS360 and ImageRight (preferred) Excellent verbal and written communication skills Organizational and prioritizing skills Professional demeanor, positive attitude Experience with personal computers and related software (Microsoft Word, Excel); proficient typing skills Strong ability to multi-task/manage multiple projects and communities 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”.

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 Small Commercial Client Account Manager to join our growing team in Maitland, FL! The Small Commercial Client Account Manager position services new and existing accounts; providing support to team in maintaining and expanding assigned accounts. How You Will Contribute: * Enter and update all required client and claims data in the agency management system per company and carrier guidelines. * Prepare renewal submissions, exposure checklists, and collaborate with the Marketing Department throughout the renewal process. * Handle the preparation, review, and processing of insurance binders, policies, endorsements, certificates, audits, and cancellations. * Validate policy coverages and premium charges; prepare and reconcile premium billings and invoices. * Deliver policies to insureds, maintain follow-up systems for correspondence, and manage claim communications. * Receive, track, and update claim information, maintaining suspense files until claims are closed. * Quote and write additional lines of coverage (e.g., flood, wind) as needed. * Build and maintain positive relationships with underwriters, clients, and producers. * Stay current with commercial lines coverages, carrier rating plans, WIC modification factors, and loss reviews. * Maintain active licensing, complete continuing education, and perform other assigned duties as needed. Licenses and Certifications: * 2-20 Property and Casualty license (or obtained within 90 days within hire) Skills & Experience to be Successful: * High school diploma or equivalent * 3-5 years insurance experience (preferred) * 3-5 years customer service experience * Working knowledge of AMS360 and ImageRight (preferred) * Excellent verbal and written communication skills * Organizational and prioritizing skills * Professional demeanor, positive attitude * Experience with personal computers and related software (Microsoft Word, Excel); proficient typing skills * Strong ability to multi-task/manage multiple projects and communities 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".

The Account Manager (AM) is a client-facing insurance professional responsible for managing all aspects of assigned accounts, from renewals to daily servicing. This role requires strong technical knowledge, problem-solving skills, and the ability to work independently with minimal supervision. The AM ensures policies, coverages, and reports are accurate, develops renewal strategies, analyzes exposures, and provides responsive support to clients, brokers, and internal teams. The AM serves as a trusted advisor who drives client retention and supports the growth of the business. ESSENTIAL DUTIES AND RESPONSIBILITIES Initiates renewal process for existing clients, discusses renewal strategy with manager or lead; Analyzes and compares current exposures, follows renewal or new business procedures for marketing; Provides reports, reviews quotes and coverages for accuracy; Reviews policies for accuracy and review contracts; Prepares summaries and/or schedules of coverage for clients; Provides mentoring and technical guidance to staff assisting with client needs or procedural issues; Participates in the claims process as directed by management, including claim submission, follow-up, and overall communication; Notifies manager or leader of pertinent information related to client retention; Meets with clients as needed or directed by manager or leader; Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; Responsible for collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date; Manage the daily account management of client accounts, including processing policies / endorsements, invoicing, certificates of insurance, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to some coverage questions. Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. Performs other duties as assigned. QUALIFICATIONS Bachelor's Degree or equivalent combination of education and experience Four (4) or more years related work experience Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS In-depth insurance knowledge Excellent verbal and written communication skills Good leadership, problem solving and time management skills Ability to work within a team and to foster teamwork Ability to prioritize work for multiple projects and deadlines Proficient in Microsoft Office Suite #LI-JP1

Responsible for providing customer service within an account service team and/or supporting Producers by servicing existing accounts. This position includes independent responsibility for specific account related client service tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Prepares exposure workbook and applications for client pre renewals. Assists Service team in reviewing and comparing quotes for Proposals. Requests various information related to renewals for clients such as applications, exposure workbooks, safety manuals. Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies. May participate in client meetings to review coverage. Gathers information for applications. Prepares presentations and proposals for clients. Researches requests for information from underwriters. Composes correspondence to insured and/or underwriters. Prepares draft certificate templates for review and approval. Analyzes certificate requests and ensures clients needs are met. Inputs applications and creates letters, and other forms of correspondence. Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information). Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. Performs other duties as assigned QUALIFICATIONS EDUCATION / EXPERIENCE Associate's Degree or equivalent combination of education and experience Four (4) or more years related work experience Encouraged to complete Career Path requirements as communicated by Supervisor Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Excellent verbal and written communication skills Excellent customer service skills, including telephone and listening skills Good problem solving skills and time management skills Ability to work within a team and to foster teamwork Ability to work independently on assigned tasks Proficient in Microsoft Office Suite#LI-DM1

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's Risk Solutions team, formerly known as Beecher Carlson, is looking for an Account Manager to join the team in Nashville, TN; Atlanta, GA; or Miami, FL. The Account Manager will retain and grow business by managing complex client relationships, supporting new business development and retention initiatives, and ensuring client satisfaction through strategic service delivery. Responsibilites include but are not limited to: Responsibilities: * Assist clients in understanding their policies/coverages and determining their needs. * Communicate with existing clients to ensure quality service is being delivered. * Responds to client requests and questions within ability/knowledge. * Gather and analyze exposure and loss information. * Assist in preparing proposals, graphs, and service plans for clients. * Support Account Executives/Senior Brokers in marketing, including preparing all necessary applications and data. * Manage daily transactions for an assigned book of business, e.g., audits, adjustments (retros, collateral, alternative funding, etc.), endorsement requests, coverage analysis, open items, etc. * Contract review as needed * Support Account Executive/Senior Broker(s) with renewal process * Establishing timeline * Managing renewal strategy report preparation * Gathering renewal exposures * Reviewing carrier quotes for accuracy * Managing client proposal preparation (participate in presentation as needed) * Managing post-binding process (insurance summary preparation, stack charts, coordination, critical service outputs, i.e., certificates of insurance, etc.) * Invoicing (renewal placements, brokerage fee, special projects, etc.) * Market certain lines of coverage as determined by the Account Executive/Senior Broker(s) * Maintain an appropriate level of confidentiality * Follow company policies and procedures * Pass state licensing exam and maintain licensing annually * Other duties as assigned Qualifications: * Bachelor's degree including but not limited to Business and/or Risk Management, and/or 5-8 years of related insurance experience. * Must have or be able to obtain the appropriate state brokers licenses. * Ability to establish work priorities and manage time effectively. * Ability to use initiative and good judgment in accomplishing tasks with minimal errors/Must possess critical thinking skills. * Establish and maintain effective work relationships and to function in a team environment. * Excellent interpersonal and customer service skills. * Ability to lead/command client and/or market discussions. * Good listening skills. * Proficiency in use of personal computers, including data entry, word processing and spreadsheet applications. Proficient with Microsoft PowerPoint, Word and Excel. Compensation & Perks: * Excellent growth and advancement opportunities * Competitive pay based on experience * Discretionary time off * Generous benefits package: health, dental, vision, etc. * Employee Stock Program * Education Assistance Program - tuition reimbursement, student loan repayment assistance, etc. 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".

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 to join our growing team in Tallahassee, FL! The Commercial Lines Account Manager provides commercial lines support in maintaining, expanding, and servicing assigned accounts. How You Will Contribute: Process daily mail, emails, faxes, and telephone requests for assigned accounts, ensuring timely handling of client needs. Maintain and update client data in the system to ensure accurate and current account records. Review applications, endorsements, and renewal requests for compliance with underwriting guidelines. Prepare and process insurance documents including binders, policies, certificates, audits, and cancellations. Validate coverage details, policy ratings, and manage suspense or follow-ups for outstanding items. Handle billing and invoicing tasks promptly and advise accounting on appropriate posting of received funds. Assist with premium collections and process premium finance agreements when required. Serve as back-up support for other Account Managers and maintain accurate expiration records. Foster relationships with clients, underwriters, marketing reps, and internal teams to support client retention and service excellence. Continuously build commercial lines knowledge and perform clerical duties such as faxing, proofreading, and document preparation. Licenses and Certifications: Florida 4-40 license Florida 2-20 License Skills & Experience to Be Successful: Associate or bachelor's degree (preferred) High school diploma Proficient with MS Office Suite 2 years of service experience in the insurance industry Industry software experience (preferred) 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”.

Acts as the broker on assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. Responsible for managing and directing and participating in new business opportunities, all aspects of service including Claims, loss control and retention of clients and market facing representative to insurance carriers and vendors. ESSENTIAL DUTIES AND RESPONSIBILITIES Receives and develops new business leads from Producers or identifies and develops cross selling opportunities; Leads the effort for renewal strategy on an account or on approach for new business; Manages overall Account responsibility for all the Client and leads the coordination of all Broker services including Claims and Loss Control; Leads the delegating for the account team responsibilities for Client Renewal services - renewal strategy, submission, brokering, placing, presenting proposals; Handles market facing responsibilities including broad knowledge of insurance industry, carriers and major underwriting contacts in assigned territory; Provides day to day account servicing or guidance to account service team on more complex matters; Performs monthly review of account currency and Client statements, resolve outstanding payables in a timely fashion; Attends standard industry events, carrier events and keeps up to date on industry trends for assigned sector; Serves as technical expert in the office and assist and trains less experienced service team and employees; Provides a high degree of technical coverage expertise for all critical lines impacting assigned Clients; Provides mentoring, coaching and assistance for other offices around the country as needed; Ensures service team stays on task for their deliverables; Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information); Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates; Performs other duties as assigned. QUALIFICATIONS Bachelor's Degree equivalent combination of education and experience Twelve (12) or more years related work experience Encouraged to complete Career Path requirements as communicated by Supervisor Risk management, underwriting or other significant insurance related background Valid Insurance License Must continue to meet Continuing Education requirements for license renewal SKILLS Superior verbal and written communication skills Superior problem solving and time management skills Ability to lead and direct an assigned service team and to foster collaboration with cross functional team members Knowledge of broad business acumen to understand the Client's business vis a vis insurance issues High degree of technical insurance knowledge and ability to provide guidance to clients Highly detailed and organized as well as superior prioritization skills Proficient in Microsoft Office Suite #LI-KG1

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 has an exciting opportunity available for an Employee Benefits Account Executive for our team in Miami, FL! The Employee Benefits Account Executive will work closely with clients and producers to service new and existing accounts to achieve Agency sales goals and service standards. On accounts with no assigned producer, the expectation is that of a Producer. This individual is responsible for securing the retention of specifically assigned Employee Benefits accounts, via both internal and external renewal responsibilities. WHAT YOU'LL DO: Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including specific business plan for growth Spend approximately 50 to 60% of the time outside with customers and new business opportunities Provide customer relations with all levels of client's decision-makers as well as the day-to-day technical client representatives Follow-up to address customer needs and resolve any problems or issues Develop and oversee customer service plans for each client and understand the needs of the customer Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer's requests/requirements Negotiate with company underwriters Schedule and or conduct open enrollment meetings as well as any other group events such as Health Fairs Correspond with markets and clients, accompanying producers or going alone on customer visits, as necessary Remain current on industry trends and information, new product development, legislation, coverage and technology WHAT YOU'LL NEED: Four years of insurance experience Proficient with MS Office Suite Exceptional telephone demeanor Life and Health License or obtaining it within 3 months maximum WHAT WE OFFER: Excellent growth and advancement opportunities Competitive pay based on experience DTO - Time Off Generous benefits package: health, dental, vision, 401(k), and many additional benefits Employee Stock Purchase Plan We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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 Benefits Account Executive to join our growing team in Jacksonville, FL. The Benefits Account Manager provides support to employee benefit lines by maintaining, expanding, and servicing assigned accounts How You Will Contribute: New Business marketing including, but not limited to rating and quoting employee benefit lines Spend up to 10% of the time outside of the office with clients. Renewal marketing including, but not limited to rating and quoting assigned employee benefit accounts New Business & Renewal Underwriting including, but not limited to gathering missing enrollment information and all underwriting status follow up Work directly with group administrators to assist and educate on the proper administration procedures, State & Federal COBRA, additions & termination and all other administrative procedures Assist employees with unresolved claim issues while educating them on the claims processing system Develop and maintain working relationship with the various company marketing representatives and underwriters Maintain up to date knowledge of the various carriers' rating plans and programs Maintain favorable relationship with clients, producers, and employees Develop and maintain strong technical knowledge of employee benefit lines of coverage and rating Licenses and Certifications: Resident Health & Life (Including Annuities & Variable Contracts (2-15) Skills & Experience to Be Successful: Proficient with MS Office Suite Strong technical knowledge of coverage in all employee benefits insurance coverage 4-year college degree (Preferred) 5+ years industry experience (Preferred) 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”.

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 Benefits Account Executive to join our growing team in Jacksonville, FL. The Benefits Account Manager provides support to employee benefit lines by maintaining, expanding, and servicing assigned accounts How You Will Contribute: * New Business marketing including, but not limited to rating and quoting employee benefit lines * Spend up to 10% of the time outside of the office with clients. * Renewal marketing including, but not limited to rating and quoting assigned employee benefit accounts * New Business & Renewal Underwriting including, but not limited to gathering missing enrollment information and all underwriting status follow up * Work directly with group administrators to assist and educate on the proper administration procedures, State & Federal COBRA, additions & termination and all other administrative procedures * Assist employees with unresolved claim issues while educating them on the claims processing system * Develop and maintain working relationship with the various company marketing representatives and underwriters * Maintain up to date knowledge of the various carriers' rating plans and programs * Maintain favorable relationship with clients, producers, and employees * Develop and maintain strong technical knowledge of employee benefit lines of coverage and rating Licenses and Certifications: * Resident Health & Life (Including Annuities & Variable Contracts (2-15) Skills & Experience to Be Successful: * Proficient with MS Office Suite * Strong technical knowledge of coverage in all employee benefits insurance coverage * 4-year college degree (Preferred) * 5+ years industry experience (Preferred) 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".

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 to join our growing team in Lakeland, FL! The Commercial Lines Junior Account Manager is responsible for managing and renewing accounts in keeping with agency and individual goals. Provides service in support of producer's sales duties and builds relationship with producer's clients. Identifies and solicits additional sales from various accounts rounding and referral sources. Carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. How You Will Contribute: Assist the producer, and account manager in achieving new business production goals and renewing existing business to meet or exceed agency targets. Develop and expand coverage lines for existing accounts to enhance client retention and agency growth. Obtain, follow up, and manage underwriting, claims, and other account-related information as requested by agency or company representatives. Maintain up-to-date knowledge of forms, coverage changes, and industry trends through bulletins, circulars, and seminars. Prepare and issue binders, finance contracts, invoices, and proposals for new and renewal accounts in a timely and accurate manner. Coordinate the marketing of accounts as directed by the producer, including preparing accounts for marketing initiatives. Prepare accounts for the market prior to instructions from the account manager or producer. Review and process new and renewal policies, ensuring accuracy and proper delivery to the insured, and update policy details in the system. Rate, quote, and issue policies as needed to meet client needs and agency objectives. Issue certificates of insurance, auto ID cards, and summaries of insurance as required. Licenses and Certifications: Current 2-20 license or licensed within 90 days of hire. Skills & Experience to Be Successful: Highschool Diploma or GED Proficient with MS Office Suite Strong Communication skills Ability to maintain a high level of confidentiality 1 - 3 years' experience in a similar position Bachelors Degree in business or Finance (Preferred) 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”.

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer: Competitive salaries and benefits offerings Medical/dental/vision insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability Options Comprehensive Wellness Program Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off Great work/life balance because that's important for all of us! Focus on creating a meaningful environment through employee engagement events The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry! Growth potential - HUB is constantly growing and so can your career! A rewarding career that helps local businesses in the community Strong community support and involvement through HUB Gives SUMMARY: The Employee Benefits Account Executive leads the overall service, recommendations, and implementation of a book of insurance business. The job requires a high degree of independent discretion, autonomy, and decision-making based on industry knowledge and experience to provide professional guidance, expertise, and service to clients, professional and collaborative relationships with carrier representatives, underwriters, business partners, and HUB colleagues. Responsible for business development and sales with new and existing clients. ESSENTIAL DUTIES AND RESPONSIBILITIES: Manages an assigned book of business which is comprised of key and high revenue-producing accounts, all of which have a significant impact on the business operations of the client and on HUB. Lead and develop a team of Account Managers and Account Associates. Identify skill gaps and work with Practice Leader to identify training and development to address the gaps. Utilizing industry experience and in-depth knowledge of insurance markets, policy provisions, claim processes, business environment, and risk mitigation, applies independent and discretionary judgment to make decisions independent of manager approval on books of insurance business for which the incumbent is responsible. These include non-routine coverage issues and questions, denial of claims, renewal strategies for key accounts, and interpretation of non-routine provisions of insurance contracts. Acquires understanding of clients' business and insurance objectives and critically analyzes and compares insurance plans to determine suitability. When counseling clients on appropriate coverage, will assess risks based on clients' situation and determine proper coverage to insure and mitigate those risks. Builds strong relationships with internal customers (producers, marketing, customer service, and claims) as well as our external trading partners. Negotiates terms, conditions, and pricing directly with insurance carriers, in conjunction with the Marketing Team. In situations where special carrier programs are available, determines if those programs are appropriate for particular clients. Then consults with clients on the benefits of those programs. Will then work with carriers to quote coverage through appropriate program. Leads resolution of escalated complex service issues between clients and insurance carriers that require policy interpretation and experience-based judgment to resolve. Leads client meetings (including renewal meetings), independent from producer or manager as needed. Supports, mentors, and trains Account Managers and Account Representatives, as necessary. May oversee functions performed by Account Managers and Account Representatives including approval of renewal strategies and resolution of client and carrier issues. Seeks continued knowledge and stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval. Leads all aspects of client service, marketing, and renewal of book of business. Uses judgment and creativity based on industry experience to produce favorable results and solutions to address clients' insurance needs. Responsible for overall retention of accounts in assigned book of business. Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies opportunities for cross-sell and up-sell of other HUB products and services where appropriate. Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems. Possesses mastery of the various HUB and industry resources and tools that are available and utilizes same to best serve clients Travels on company business as required. Prepares reports for management as required. Attends industry related continuing education training and courses. Performs other duties and projects as assigned. To perform this job successfully, the incumbent must be able to perform each essential duty in a satisfactory manner. The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These qualifications are considered without regard to race, religion, color, sex, national origin, disability, or any other characteristic protected by federal, state, and local law. If this position requires licensing or certification, the incumbent must maintain that license or certification by meeting all continuing education and other requirements. REQUIREMENTS: 7 years of experience and demonstrated proficiency in an insurance Employee Benefits Account Management role in required lines is preferred. Brokerage experience is preferred Excellent customer service, analytical, problem solving and conflict resolution skills Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems Leadership experience and independent responsibility for client retention preferred Ability to lead and influence in a team environment Ability to work a regular, full-time work schedule at HUB's facility(s) and willingness to travel on business when required EDUCATION, LICENSING OR CERTIFICATION REQUIREMENTS High School Diploma or equivalent required; College Degree preferred Currently licensed in good standing in required lines and states with all necessary CE credits Advanced professional designation highly desirable (e.g. AAI, ARM, CIC) PHYSICAL DEMANDS The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Department Account Management & ServiceRequired Experience: 7-10 years of relevant experience Required Travel: Up to 25%Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team **********************************. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

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 Personal Lines Client Account Manager to join our growing team in Maitland, FL! The Personal Lines Representative position provides customer service duties for customer accounts and transactions in support of the production of the business. How You Will Contribute: Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client's needs, including risk and the identification and resolution of underwriting or policy issues. Responsible for retaining the current book of business Correspond and maintain contact with State Agencies regarding new and renewal business. Responsible for the day-to-day account management of client accounts. Prequalifying and analyzing prospect's coverage needs Actively soliciting enhancements in coverage (Cross-Selling/Rounding accounts) through sales to existing clients Seeking Referrals from current client base for new business prospects Operate a laptop/computer and appropriate software packages or their equivalent. Meet requirements for licensing as directed by the branch/agency. Licenses and Certifications: Property and Casualty license Skills & Experience to Be Successful: High school diploma or equivalent Proficient with MS Office Suite, especially Outlook, Word, Excel, PowerPoint Routine or periodic travel is required, which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position Minimum 1 year experience in a similar position (preferred) Working knowledge of AMS360 and ImageRight (preferred) 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”.