Personal Lines Account Manager

Bridge Specialty Group • Troy, MI

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 growing team in Troy, MI! The Personal Lines Account Manager services an assigned book of business by working with those clients to identify exposures, provide the best insurance solutions available, and serve as their insurance advisor. Analyze and answer requests by telephone, email or in person from policyholders and/or carriers for information concerning insurance policies by performing the following duties. How You Will Contribute: Write all new business policies. Maintain and service all renewal policies. Prepare renewal reviews and quotes as needed. Assist insureds with all service needs (i.e. questions, changes, cancellations, etc.) Identify competitive carriers for remarketing existing business to help with account retention. Account round existing clients, and cross sell other departments within the organization. Ensure all quotes are accurate and complete prior to being proposed. Develop and maintain client relationships to identify changing needs in account coverage. Actively seek out new business referrals: current clients, friends, family, teammates etc. Responsible for documentation control (scanned, paper, electronic, verbal, etc.). Knowledge of Quality Control Compliance standards for department. Maintain a commitment to personal and professional growth and development.

Requirements

• High School diploma or GED
• Proficient with MS Office Suite
• Exceptional telephone demeanor and strong written and oral communication skills
• Ability to maintain a high level of confidentiality
• Property & Casualty License or ability to obtain with 6 months

Nice To Haves

• Insurance Designation (ie RHU, CISR, CIC, ARM) (Preferred)
• Associate or bachelor’s degree in a business or financial related discipline (Preferred)
• Knowledge of agency management systems (Preferred)
• 1-2 years' experience in similar position (Preferred)

Responsibilities

• Write all new business policies.
• Maintain and service all renewal policies.
• Prepare renewal reviews and quotes as needed.
• Assist insureds with all service needs (i.e. questions, changes, cancellations, etc.)
• Identify competitive carriers for remarketing existing business to help with account retention.
• Account round existing clients, and cross sell other departments within the organization.
• Ensure all quotes are accurate and complete prior to being proposed.
• Develop and maintain client relationships to identify changing needs in account coverage.
• Actively seek out new business referrals: current clients, friends, family, teammates etc.
• Responsible for documentation control (scanned, paper, electronic, verbal, etc.).
• Knowledge of Quality Control Compliance standards for department.
• Maintain a commitment to personal and professional growth and development.

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: High school or GED