Client Account Manager

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 looking for a Client Account Manager within our Bonds practice in Rochester, NY! As a Client Account Manager, you will strive to provide superior service to contractors and clients by processing all policy related transactions We are willing to train, develop and support the career growth of the individual joining us.

What You’ll Do

• Process over/under run billings.
• Process Bid and Final bonds, Miscellaneous Bonds, Transactional Bonds, Fiduciary, Crime, K&R, ERISA and L&P obligations.
• Examine insurance specifications thoroughly and contact company if approval on limits is necessary.
• Analyze specifications for any specific bonding requirements needed before final issuance.
• Process billings; send company copies of policies and bonds.
• Miscellaneous surety requirements such as: process, bond requests within time frames required by insured.
• Bond Renewal – Continuation Certificates – Review bond renewal listing.
• Obtain information as to whether bond is to be renewed and/or any changes, and submit information to underwriters to update bond information – when returned, process and complete certificates.
• Responsible for day to day communication with contractors, attorneys, owners, architects and other interested parties as regards to products processed by the bond department via telephone and in-person.
• Evaluate and interpret job specifications for bond and insurance requirements.
• Obtain information as to whether bond is to be renewed and any changes and submit information to underwriters to update bond information – when returned, process and complete certificates.

What You’ll Need

• High School Diploma, required.
• Strong proficiency working with Excel, required.
• 2+ years customer service experience.
• Current Notary Public, required or willingness to obtain.
• Current NYS Property & Casualty license, or willingness to obtain upon hire.

What We Offer

• Competitive pay based on experience
• Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.