Commercial Lines Account Specialist

Location: Remote - USA; office based in Madison, Wisconsin, with fully remote work considered for qualified candidates.

Salary: $22.00–$24.00 hourly.

Company

Brown & Brown, through Bridge Specialty Group, provides commercial insurance services and supports client account production and servicing teams.

What you will do

• Support Account Managers, Producers, and internal employees in meeting client expectations and service standards.
• Process account changes, check consistency, and document activities in Applied Epic.
• Build client relationships through phone, email, and in-person meetings, and explain coverage terms and program options.
• Coordinate with internal departments, carriers, Producers, Account Managers, and customer service teams to deliver timely service.
• Prioritize service requests and workflow activities while meeting timeliness, quality, and productivity goals.
• Maintain accurate client, policy, activity, attachment, and agent or broker data and document client and carrier communications.

Requirements

• 2+ years of insurance account management experience.
• Proficiency in Microsoft Office, including Word, Excel, and Outlook, and Adobe Acrobat.
• Ability to adapt to new computer functions and processes.
• Professional written and verbal communication skills.
• Self-motivated, goal-oriented, proactive in problem solving, detail-oriented, and able to work accurately and efficiently.

Culture & Benefits

• Meritocratic culture that rewards self-starters and commitment to customer outcomes.
• Medical, prescription, 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, preferred partner discounts, and additional benefits subject to eligibility and waiting periods.