Personal Insurance Account Manager

Reposted 4 Days Ago
Be an Early Applicant
Seattle, WA, USA
In-Office
29-41 Hourly
Mid level
Insurance
The Role
The Personal Insurance Account Manager manages private client insurance accounts, ensuring compliance, maintaining client relationships, and generating revenue through cross-selling and new business.
Summary Generated by Built In

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 Insurance 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. 

 

How You Will Contribute: 

 

  • 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 

 

Licenses and Certifications:  

 

  • Washington and relevant non-resident P&C licenses 

  • CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe (preferred) 

 

Skills & Experience to Be Successful: 
 

  • 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 

  • This position requires routine or periodic travel which may require the team members 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 

#LI-AFZ

Pay Range

$28.85 - $40.86 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • 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. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

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”. 

Skills Required

  • 3+ years' high net worth Personal Lines experience
  • Washington and relevant non-resident P&C licenses
  • Experience with Surplus Lines placement and workflows
  • Established relationships with carriers specializing in Private Client offerings
  • CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe
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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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