Personal Insurance Account Manager

Bridge Specialty Group•Seattle, WA

15h•Onsite

About The Position

The Private Client Account Manager will manage and grow private client insurance accounts by delivering personalized service, analyzing coverage needs, facilitating policy administration, and maintaining strong relationships with clients, underwriters, and team members—while ensuring regulatory compliance and confidentiality.

Requirements

Washington and relevant non-resident P&C licenses
3+ years’ high net worth Personal Lines experience
Experience with Surplus Lines placement and workflows
Established relationships with carriers specializing in Private Client offerings (Chubb, Pure, AIG, etc.)
Exceptional customer service and interpersonal skills
Ability to accurately and responsibly interpret technical and complex information
Proficiency in Microsoft Office 365
Routine or periodic travel which may require the team members 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

Nice To Haves

CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe

Responsibilities

Develop and maintain proactive communications with customers and underwriters
Analyze customer’s loss exposures and determine coverage needs
Prepare proposals and meet with customers to present recommendations
Annual revenue (commission) generation through cross-selling, account rounding, and new business
Assist customers with day-to-day questions, coverage changes, billing issues, etc.
Complete all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis
Prepare policy renewals and endorsements, account updating, and billing
Develop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc.
Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge
Foster and seek relationships with teammates across all levels of Brown & Brown
Ensure compliance with government agencies and corporate policies and procedures
Always conduct the highest level of confidentiality