Commercial Lines Account Specialist (Insurance)

Location: Madison, WI, USA; onsite role

Company

Brown & Brown provides commercial insurance services through production and client service teams.

What you will do

• Support Account Managers, Producers, and internal employees in meeting client service standards.
• Process account and policy changes, document activity, and maintain records in Applied Epic.
• Build client relationships through phone, email, and in-person communication.
• Explain coverage terms, program options, and related insurance information to clients.
• Coordinate with internal departments, carriers, Producers, and Account Managers to deliver timely service.
• Manage service requests, follow workflows, document conversations, and maintain data integrity and quality targets.

Requirements

• At least 2 years of insurance account management experience.
• Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat.
• Ability to adapt to new computer functions and processes.
• Professional written and verbal communication skills.
• Self-motivated, proactive, goal-oriented, detail-oriented, and effective at problem solving.

Culture & Benefits

• Meritocratic culture that values self-starters and customer-focused work.
• Medical/Rx, dental, vision, life, and disability insurance.
• Employee stock purchase plan, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, and preferred partner discounts.