Private Client Account Manager

About the position

Brown & Brown is seeking a Personal Lines Account Manager to join our growing team in Massachusetts. The Personal Lines Account Manager is responsible for providing exceptional customer service to clients, managing an assigned book of business, soliciting new business and rounding accounts and supporting Producer-led new business. Account Managers analyze the personal insurance needs of their clients and recommend suitable insurance products.

Responsibilities

• Manage and retain existing book of business.
• Continuously achieve all audit and performance standards as outlined by leadership.
• Follow-up to address customer needs and resolve any problems or issues.
• Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements.
• Process daily mail and tasks, including faxes and e-mail, for assigned accounts.
• Answer and process all telephone requests for assigned accounts.
• Prepare billings and/or invoices on a timely basis.
• Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents.
• Review daily, weekly, monthly reports such as expiration and daily downloads.
• Prepare customer renewals, including proposals and presentations while ensuring agreement with customer's requests / requirements.

Requirements

• Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
• High school diploma
• Strong technical knowledge of the industry of expertise currently being targeted.
• Proficient with MS Office Suite
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

Nice-to-haves

• Associate's or bachelor's degree (Preferred)
• 2+ years experience in a similar position (Preferred)

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.