Hybrid Personal Lines Account Manager

at Brown & Brown Insurance

• Job title: Personal Lines Account Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Richmond, United States

About the role

• Personal Lines Assistant Account Manager providing support for maintaining and servicing insurance accounts. Involves processing policies and assisting with client communications in Virginia.

Responsibilities

• Process and check renewal policies.
• Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters.
• Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects.
• Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals.
• Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities.
• Redeliver returned mail and update customer contact information.
• Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests.
• Provide back‑up support to other Account Managers as assigned.
• Maintain favorable relationships with clients, producers, and employees.
• Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks.
• Assist with billing questions and payment processing.
• Complete mortgage and lienholder verifications.

Requirements

• Associate’s or Bachelor’s degree (preferred)
• Industry software experience (preferred)
• High school diploma
• Proficient with MS Office Suite
• Strong organizational skills, including the ability to prioritize, plan work efficiently, and manage time effectively.
• Excellent oral communication abilities, with clear and effective speaking skills and strong negotiation capabilities.
• High-quality written communication skills, including proofreading for accuracy, presenting numerical information clearly, and interpreting written materials effectively.
• Demonstrated commitment to quality control, with strong attention to detail and the ability to review and monitor one’s own work for accuracy and thoroughness.
• Proven adaptability, with the ability to adjust to changes in the work environment, manage competing demands, and navigate frequent changes, delays, or unexpected events.

Benefits

• 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.