Commercial 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.

Bridge Specialty Group is Seeking a Commercial Account Manger to join our growing team in Madison, WI.

This role will support a variety of administrative and sales tasks, this position involves building and maintaining client relationships, processing changes accurately, and leveraging insurance knowledge for effective communication.

The commercial account manager also focuses on maintaining data integrity of our systems Salesforce and Applied Epic, following established processes, and collaborating with brokers and other departments. Strong interpersonal skills are emphasized, with an emphasis on effective communication within the team and with clients. The ideal candidate possesses at least 4 years of insurance commercial account management experience, proficiency in Microsoft Office 365 and Adobe Acrobat, adaptability to new computer functions, and a proactive and detail-oriented approach to tasks. The ability to work both independently and collaboratively in a fast-paced environment is essential for success in this role.

How You Will Contribute

• Works with their Producer, service team, and other internal departments to plan, execute, and track customized service strategy for each client
• Handles insurance quotes and proposals, providing summary of programs, options, and other specifics to help clients in making purchasing decisions
• Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings
• Analyzes risk, coverage, program structure and recommends options
• Executes coverage and program changes
• Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
  Works with service team to effectively manage and oversee new business and renewal processes by following ARMR procedures and protocols
• Assembles submissions for underwriters based on information gathered from clients related to their exposures, lines of coverage needed, etc.
• Communicates with underwriters on submissions and negotiates premium, coverage, and other terms on behalf of clients
• Consistently follows ARMR procedures and protocols related to service
• Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence

Skills & Experience to Be Successful

• 4+ years Insurance account management experience
• Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat
• Adaptable to new computer functions and processes
• Works well in high demand and fast paced environment
• Able to work independently as well as work cooperatively in a team environment

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”.