Personal Lines Client Account Manager Sr

Bridge Specialty Group•Phoenix, AZ

6d•Onsite

About The Position

Brown & Brown is seeking a Personal Lines Client Account Manager Sr to join their growing team in Phoenix, AZ. This role is responsible for managing a book of personal lines business while delivering exceptional service and supporting business development initiatives. The position combines account management and sales responsibilities, requiring a strong understanding of the insurance market, products, and competitors while ensuring regulatory compliance and confidentiality. The Account Manager Sr is expected to lead by example, act as a mentor to junior team members, and uphold a high standard of professionalism and client service.

Requirements

Arizona and relevant non-resident P&C licenses.
CISR, CIC, and/or CPRIA required.
Minimum of 5 years of personal lines insurance experience (or a combination of education and experience).
In-depth understanding of personal insurance products and terminology.
Experience with AMS360 or the ability to learn new systems quickly.
Proficient with MS Office Suite.
Exceptional telephone demeanor.
Ability to maintain a high level of confidentiality.
Professional office environment experience.

Nice To Haves

Bachelor’s degree in business, Finance, or a related field preferred.

Responsibilities

Manage and retain a book of personal lines clients, while identifying opportunities for growth.
Deliver timely responses through phone, email, and multiple communication platforms to support client needs.
Develop and maintain proactive communications with clients, underwriters, and carriers through phone, email, meetings, and seminars.
Analyze customers’ loss exposures and determine coverage needs.
Prepare proposals and meet with the client to present recommendations.
Generate new business through cross-selling and account rounding.
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.
Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge.
Build and nurture collaborative relationships with teammates at all levels of Brown & Brown, working closely with internal teams to provide exceptional service and innovative solutions.
Maintain a strong commitment to continuous learning and professional development by actively monitoring and staying current with evolving industry practices and regulatory changes.
Review policies, endorsements, renewals, and audits for accuracy and completeness.
Issue certificates of insurance, binders, and other policy documents as needed.
Assist in developing marketing plans and proposals that meet client needs.
Act as a liaison between clients and carriers to ensure coverage needs are met.
Maintain productive relationships with insurance carriers and vendors.
Facilitate team meetings and strategy sessions related to client service delivery.
Maintain accurate records in agency management systems.