Personal Lines Account Manager

Brown & Brown Insurance•Rocky Hill, CT

29d•$29 - $33

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 Rocky Hill, CT! The Personal Lines Account Manager handles the daily management of a personal lines book of business, including policy changes, claims support, coverage questions, and service processing such as certificates and ID cards. This role supports renewals, identifies coverage gaps, maintains compliance, and builds strong client and carrier relationships to drive retention and account growth.

Requirements

Active Property & Casualty Producer License.
2+ years personal insurance experience.
AMS360 experience
Proficiency in Microsoft Office 365

Responsibilities

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