Personal Lines Account Manager

Job Posted 20 Days Ago Reposted 20 Days Ago
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Dedham, MA
2-2
Junior
Insurance
The Role
The Personal Lines Account Manager manages a book of business, providing customer service, analyzing client insurance needs, and recommending suitable products. Responsibilities include processing client requests, managing reports, and preparing customer renewals.
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 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.

How You Will Contribute:

  • 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.

Licenses and Certifications:

  • Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)

Skills & Experience to Be Successful:

  • Strong technical knowledge of the industry of expertise currently being targeted.

  • Proficient with MS Office Suite

  • 2+ years experience in a similar position (Preferred)

#LI-JE1

Pay Range

31.00 - 31.73 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”. 

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The Company
HQ: Daytona Beach, FL
2,391 Employees
On-site Workplace
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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