Commercial Lines Account Executive

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, becoming a trusted advisor to the client, and supporting the Sales team.

How You Will Contribute:

• Collaborate closely with Producers to build client relationships, assist with renewals, and support cross-selling opportunities.

• Act as a liaison between Account Assistants, clients, and carriers to troubleshoot and resolve service issues.

• Conduct regular meetings with Account Assistants to review service needs and proactively address potential problems.

• Communicate with clients regularly-at least quarterly-to strengthen relationships and address evolving needs.

• Manage client relationships at all organizational levels, from technical contacts to key decision-makers.

• Lead the completion of annual ICRs for accounts with revenue of $25,000+, following best practice standards.

• Coordinate with the Marketing team 90- 120 days before renewals to strategize markets and pricing with Producers.

• Oversee the renewal process, including collecting materials, preparing proposals, and delivering them at least 21 days before renewal.

• Present renewal and new business strategies to clients, ensuring relevant team members are included and aligned.

• Develop and implement customized service plans and timelines, including 360 Risk Index assessments and Annual Stewardship Reports where applicable.

Licenses and Certifications:

• Licensed Insurance Broker in respective areas.

Skills & Experience to Be Successful:

• 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.

• Associate's or Bachelor's in a business-related discipline. (Preferred)

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Pay Range

The 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".