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Job Description
SENIOR ACCOUNT MANAGER – MIDDLE MARKET TEAM
Beecher Carlson, a part of the Brown & Brown, Inc. team is a large account risk management broker looking for someone to join the National Casualty Practice – Middle Market Team in Atlanta, GA; Waterford, CT; or Remote. Beecher Carlson’s National Casualty Practice delivers integrated insurance and risk management solutions to help clients identify cost drivers, manage claims, mitigate future accidents, and determine program structures.
The ideal candidate has 7 – 10 years of middle market and/or large commercial brokerage experience. This position will work closely with the Account Executive on brokerage and marketing activities for an assigned book of business.
The Senior Account Manager will report into the Senior Vice President with responsibilities, including but not limited to:
- Assist clients in understanding their policies/coverages and determine their individual needs
- Communicates 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
- Assist/support Account Executives in the marketing process, including preparation of all necessary applications and data
- Manage daily transactions for an assigned book of business
- e., audits, adjustments (retros, collateral, alternative funding, etc.), endorsement requests, coverage analysis, open items, etc.
- Contract review as needed
- Support brokers with renewal process
- Establishing timeline
- Manage renewal strategy report preparation
- Gather renewal exposures
- Review carrier quotes for accuracy
- Manage client proposal preparation (participate in presentation as needed)
- Manage post binding process (insurance summary preparation, stack charts, coordinate, 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 client executive
Required Skills
- Bachelor’s degree
- 7 – 10 years experience in a position with similar duties
- Must have or be able to obtain the appropriate state brokers licenses.
- Excellent customer service skills, with ability to develop sound relationships with clients, underwriters, and other vendors.
- Knowledge and understanding of insurance legislation, rules, laws and other regulations
- 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.
- Ability to lead client and/or market discussions.
- Proficient with Microsoft PowerPoint, Word and Excel.
COMPENSATION AND 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 Assistant Program – tuition reimbursement, student loan repayment assistance, etc.
Contact
Please apply online using the “Apply Now” link. For all other questions, please contact: Beecher Carlson Team Resources at [email protected] , #ZRRJ
