Personal Lines Account Manager

Brown & Brown • Garden City, NY

87d • $46 - $46 • Hybrid

About The Position

Brown & Brown is seeking a Personal Lines Account Manager to join our growing team in Garden City, NY! The Personal Lines Account Manager retains clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction.

Requirements

• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).
• College Degree in a business-related field (preferred).
• 8+ years' experience in brokerage insurance.
• Working knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
• Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge of the use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)

Responsibilities

• Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
• Build courteous and successful relationships with clients, vendors, and carriers to improve client retention.
• Identify gaps in coverage and advise clients of the options.
• Manage the renewal process for all assigned clients, and prospective clients with the producer, including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.
• Review internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
• Assist in growing the assigned book of business through account rounding and referrals.
• Support marketing and sales teams as needed.
• Document renewal, sales, and insurance operations compliance documents into the sales management database.
• All other duties as assigned.

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
• Paid Time Off, Holidays, Preferred Partner Discounts and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree