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 Executive to join our growing team in Rochester, NY!
The Commercial Lines Account Executive is responsible for independently providing work client deliverables to each client, to become a trusted advisor to the client, and support of the Sales team.
How You Will Contribute:
Responsible for working closely with Producer to develop relationships, client visits, cross selling and assisting with renewal process for assigned clients.
Work with AA to trouble shoot problems /issues with carriers/clients to resolve issue.
Meet regularly with Account Assistants to review account service needs, identify and resolve any problems that arise.
Follow-up to address customer needs and resolve any problems or issues. Participate in client relationship - communicate with clients on a regular, proactive basis (minimum quarterly) – develop & broaden relationships with key decision makers.
Provide customer relations with all levels of client’s decision-makers as well as the day-to-day technical client representatives.
Complete annual ICR’s with clients on accounts with revenue of $25,000 and over in accordance with best practices.
Meet monthly with Marketing to discuss upcoming renewals, starting 90-120 days out.
Work with Producer to determine best markets and marketing strategy for customer’s coverage and pricing. Communicate renewal expectations with the client.
Participate in renewal marketing process to gather renewal materials and package for marketing.
Prepare customer renewals and new business strategies, including proposals and presentations while ensuring agreement with customer’s requests/requirements.
Make sure to adhere to the completion of proposals to clients at least 21 days from renewal.
Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
Ensure proper resources from within the organization are involved with the customer and introduce new products through the other core business groups, where appropriate.
Develop service plan and timeline for each client. Implement and monitor service plan.
Conduct 360 Risk Index where applicable. Annual Stewardship Report should be part of plan.
Complete accountability for client receipt of all client life cycle deliverables as described in client management outline.
Provide proactive client support, setting goals & expectations for client requests and meeting/exceeding those goals.
Licenses and Certifications:
Licensed Insurance Broker in respective areas.
Skills & Experience to Be Successful:
Associate’s or Bachelor’s in a business-related discipline. (Preferred)
Exceptional telephone demeanor.
Must be experienced in using the internet and utilizing online systems.
Excellent writing and oral communication skills are required.
Ability to navigate MS Office; Excel, AMS360 & AMFRS.
At least 5 years’ experience in a similar position.
#LI-DA1
Pay Range
$70,000 - $100,000 AnnualThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
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”.
Skills Required
- Licensed Insurance Broker
- At least 5 years' experience in a similar position
- Associate's or Bachelor's in a business-related discipline
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.
