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Commercial Lines Account Specialist

Brown & Brown · Madison, WI · Full time

Posted Sep 22, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Tell me about a client relationship you built that went beyond processing paperwork.

What they are checking: Building personal client relationships, which the posting emphasizes.

How do you stay organized when you support several account managers and producers?

What they are checking: Time management across a busy production and service team.

Do you hold a property and casualty license, and how have you built your insurance knowledge?

What they are checking: Commitment to learning commercial insurance, which underpins accurate client service.

What would you do

An account manager asks for an endorsement today and a producer needs certificates for another client at the same time. How do you prioritize?

What they are checking: Juggling team requests based on urgency and client impact.

A client is upset their certificate of insurance has not been issued and they will lose a job. What do you do?

What they are checking: Composure and fast problem solving under client pressure.

What would you do if you were not sure whether a client's request was covered?

What they are checking: Knowing when to check with an account manager instead of guessing on coverage.

About the work

Tell me about your experience processing policy changes in Applied Epic or a similar agency system.

What they are checking: Hands-on agency management system skill, which the posting names directly.

How would you explain general liability versus commercial property coverage to a small business client?

What they are checking: Core commercial lines knowledge needed to answer client questions clearly.

How do you check a policy change for consistency before it goes out?

What they are checking: Accuracy habits that prevent coverage errors and E&O exposure.

How do you document your work in the management system?

What they are checking: Clear documentation so the team can follow every account's history.

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The full job description

As published by Brown & Brown.

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 Lines Account Specialist to join our growing team in Madison, WI. The Commercial Lines Account Specialist is an integral position in the production and service team. In this role, you will provide support for your production team and perform hands-on work with each account to ensure your team’s success. Your organization, tasks, and personal presentation have a direct impact on your team’s performance. Your team will count on you for accuracy, efficiency, and composure. How You Will Contribute: • Supports Account Managers, Producers, and other internal employees to ensure ARMR client expectations and standards are upheld • Processes changes, as needed, checking for consistency and documenting in ARMR’s management system (Applied Epic) • Builds personalized client relationships through multiple channels of communication such as phone, email, and in-person meetings • Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed • Works with internal departments to ensure cohesiveness and timeliness of service execution • Manages time effectively to prioritize workload, client service requests, and service parameters on business processes • Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals • Maintains accurate and complete client data in agency management systems including policy detail, activities, attachments, and agent/broker detail • Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requested • Develops successful and effective working relationships with Producers, Account Managers, other ARMR customer service pool team members, managers, carriers, and members of other departments Skills & Experience to Be Successful: • 2+ years Insurance account management experience • Proficiency in Microsoft Office (Word, Excel, Outlook) and Adobe Acrobat • Adaptable to new computer functions and processes • Professional in both written and verbal communication • Self-motivated and goal-orientated • Proactive in problem solving • Detail-oriented 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. Recruiting Vendor Disclosure Statement Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page. 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”.

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