Personal Lines Client Account Manager

Bridge Specialty Group • Maitland, FL

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 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. How You Will Contribute: 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. Licenses and Certifications: Property and Casualty license

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 (preferred)
• Working knowledge of AMS360 and ImageRight (preferred)

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED