Personal Lines Client Account Manager at Brown & Brown

You're a senior-level insurance professional with at least one year of experience, particularly if you've worked with high-net-worth clients. A high school dipl

Work type: onsite

Location: Maitland, FL, USA

Type: Full-time

Summary

You're a senior-level insurance professional with at least one year of experience, particularly if you've worked with high-net-worth clients. A high school diploma or equivalent is required, and a Property and Casualty license is a must. **What makes it worth a look...** This is a full-time, on-site Personal Lines Client Account Manager role at Brown & Brown in Maitland, FL. The company emphasizes a meritocracy culture and offers a comprehensive benefits package including health, financial, and mental wellness support. **You might be a good fit if you...** * Hold a Property and Casualty license. * Are proficient with MS Office Suite, especially Outlook, Word, Excel, and PowerPoint. * Have at least 1 year of experience in a similar client account management role, ideally with HNW clientele. * Are comfortable with routine travel and maintaining an acceptable driving record.

Job Description

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 seeking a Personal Lines Client Account Managerto join our growing team in Maitland, FL!

The Personal Lines Representative position provides customer service duties for customer accounts and transactions in support of the production of the business. This role will support our high-net-worth customers.

How You Will Contribute:

• Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client’s needs, including risk and the identification and resolution of underwriting or policy issues.

• Responsible for retaining the current book of business

• Correspond and maintain contact with State Agencies regarding new and renewal business.

• Responsible for the day-to-day account management of client accounts.

• Prequalifying and analyzing prospect's coverage needs

• Actively soliciting enhancements in coverage (Cross-Selling/Rounding accounts) through sales to existing clients

• Seeking Referrals from current client base for new business prospects

• Operate a laptop/computer and appropriate software packages or their equivalent.

• Meet requirements for licensing as directed by the branch/agency.

• Property and Casualty license

• High school diploma or equivalent

• Proficient with MS Office Suite, especially Outlook, Word, Excel, PowerPoint

• Routine or periodic travel is required, which may require the teammate to drive their own vehicle or a rental vehicle.  Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position

• Minimum 1 year experience in a similar position, especially working with HNW clientele. (preferred)

• Working knowledge of AMS360 and ImageRight (preferred)

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. 

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”.

View this job on nocollar jobs