Personal Lines Account Manager

Bridge Specialty Group • Roseland, NJ

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 team in Roseland, NJ! The Personal Lines Account Manager will manage the day-to-day servicing of an assigned book of business, including policy administration, invoicing, claims support, renewal processing, and ensuring compliance with client and regulatory requirements.

Requirements

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

Nice To Haves

• Applied TAM and/or AMS360 experience preferred.

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.

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