Personal Lines Client Account Manager

Brown & Brown Insurance•Maitland, FL

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 Client Account Manager to join our growing team in Maitland, FL! The Personal Lines Representative position provides customer service duties for customer accounts and transactions in support of the production of the business. This role will support our high-net-worth customers. As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

Requirements

High school diploma or equivalent
Proficient with MS Office Suite, especially Outlook, Word, Excel, PowerPoint
Routine or periodic travel is required, which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position
Property and Casualty license

Nice To Haves

Minimum 1 year experience in a similar position, especially working with HNW clientele.
Working knowledge of AMS360 and ImageRight

Responsibilities

Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client’s needs, including risk and the identification and resolution of underwriting or policy issues.
Responsible for retaining the current book of business
Correspond and maintain contact with State Agencies regarding new and renewal business.
Responsible for the day-to-day account management of client accounts.
Prequalifying and analyzing prospect's coverage needs
Actively soliciting enhancements in coverage (Cross-Selling/Rounding accounts) through sales to existing clients
Seeking Referrals from current client base for new business prospects
Operate a laptop/computer and appropriate software packages or their equivalent.
Meet requirements for licensing as directed by the branch/agency.

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.

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