Personal Insurance Account Manager

Brown & Brown Insurance•Seattle, WA

20h•Onsite

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 Insurance Account Manager to join our growing team in Seattle, WA! 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. 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

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
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