Private Client Account Manager

Brown & Brown Insurance • Seattle, WA

72d • $28 - $38

About The Position

Brown & Brown is seeking a Private Client Account Manager to join our growing team in Seattle, WA! The Private Client Account Manager will manage and grow private client insurance accounts by delivering personalized service, analyzing coverage needs, facilitating policy administration, and maintaining strong relationships with clients, underwriters, and team members—while ensuring regulatory compliance and confidentiality.

Requirements

• 3+ years’ high net worth Personal Lines experience
• Experience with Surplus Lines placement and workflows
• Established relationships with carriers specializing in Private Client offerings (Chubb, Pure, AIG, etc.)
• Exceptional customer service and interpersonal skills
• Ability to accurately and responsibly interpret technical and complex information
• Proficiency in Microsoft Office 365
• Washington and relevant non-resident P&C licenses
• CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe (preferred)

Responsibilities

• Develop and maintain proactive communications with customers and underwriters
• Analyze customer’s loss exposures and determine coverage needs
• Prepare proposals and meet with customers to present recommendations
• Annual revenue (commission) generation through cross-selling, account rounding, and new business
• 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
• Prepare policy renewals and endorsements, account updating, and billing
• Develop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc.
• Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge
• Foster and seek relationships with teammates across all levels of Brown & Brown
• Ensure compliance with government agencies and corporate policies and procedures
• Always conduct the highest level of confidentiality

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
• Paid Time Off, Holidays, Preferred Partner Discounts and more

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level