About the role

  • Personal Lines Account Manager servicing clients at Brown & Brown, writing and maintaining insurance policies with a focus on client relationships.

Responsibilities

  • Write all new business policies.
  • Maintain and service all renewal policies.
  • Prepare renewal reviews and quotes as needed.
  • Assist insureds with all service needs (i.e. questions, changes, cancellations, etc.)
  • Identify competitive carriers for remarketing existing business to help with account retention.
  • Account round existing clients, and cross sell other departments within the organization.
  • Ensure all quotes are accurate and complete prior to being proposed.
  • Develop and maintain client relationships to identify changing needs in account coverage.
  • Actively seek out new business referrals: current clients, friends, family, teammates etc.
  • Responsible for documentation control (scanned, paper, electronic, verbal, etc.).
  • Knowledge of Quality Control Compliance standards for department.
  • Maintain a commitment to personal and professional growth and development.

Requirements

  • Property & Casualty License or ability to obtain with 6 months
  • Insurance Designation (ie RHU, CISR, CIC, ARM) (Preferred)
  • High School diploma or GED
  • Proficient with MS Office Suite
  • Exceptional telephone demeanor and strong written and oral communication skills
  • Ability to maintain a high level of confidentiality
  • Associate or bachelor’s degree in a business or financial related discipline (Preferred)
  • Knowledge of agency management systems (Preferred)
  • 1-2 years' experience in similar position (Preferred)

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.

Job title

Personal Lines Account Manager

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job