Client Account Manager

Brown & Brown Insurance • Fort Lauderdale, FL

1d

About The Position

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 Account Manager to join our growing team in Ft. Lauderdale, FL! The Personal Lines Account Manager is responsible for servicing new and existing clients and helping to maintain positive client relationships for Personal Lines accounts, providing high quality of service with a focus on the profitability of the business to the agency. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

Requirements

• 2-20 or 4-40 license (or obtained within 90 days)
• Knowledge of customer service functions such as rating, marketing, claims handling and coverage information.
• Strong commitment to service for the agency's clients.
• Strong Microsoft Word and Excel knowledge.
• Effective written and verbal communications skills.
• Good organizational skills, attention to detail and ability to respond to requests effectively and efficiently.

Nice To Haves

• Personal Lines Designation (Preferred)

Responsibilities

• Reviews renewal list of policies expiring in the prescribed time frames to determine appropriate actions.
• Rates and prepares quotations, when necessary.
• Prepares Proposals for presentation by producers.
• Mails and/or emails binders and ID cards to insureds.
• Mails, faxes or emails, application to company and suspend for receipt of policy.
• Handles client telephone and mail requests for information, endorsements, cancellations, and other services as required.
• Requests endorsements as required.
• Markets accounts/lines as needed.
• Processes accounting and billing needs related to clients.
• Assists with accounts receivable control.
• Documents all conversations with insured and/or other interested parties.
• Completes policy rewrites, when necessary.
• Abides by the underwriting guidelines and binding authority guidelines of each company.
• Sends Insurance Coverage Review form or Small Business.
• Questionnaire to be insured with letter as required and attach in Image Right.
• Maintains and update the AMS 360 database timely and accurately.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed