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 Fort Myers, FL!
The Personal Lines Account Manager is responsible for servicing new and existing clients and helping to maintain positive client relationships for Personal Lines accounts, providing high quality of service with a focus on the profitability of the business to the agency.
How You Will Contribute:
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Reviews renewal list of expiring policies and takes appropriate actions within the prescribed time frames.
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Prepares and rates quotations, proposals, and binders for presentation by producers.
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Handles client requests for information, endorsements, cancellations, and other services via phone, mail, or email.
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Processes client applications, suspends policy receipt, and ensures timely delivery of binders and ID cards.
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Requests and processes endorsements as needed, ensuring policies remain accurate.
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Markets accounts and lines and assists with accounts receivable and billing needs.
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Maintains accurate and up-to-date AMS 360 database and handles policy rewrites when necessary.
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Sends necessary forms (e.g., Insurance Coverage Review, Small Business Questionnaire) to insureds, attaching them in Image Right.
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Ensures compliance with underwriting and binding authority guidelines and informs clients and companies of any policy errors.
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Attends required classes, maintains state license, and ensures agency files are set up and maintained properly to prevent liability issues.
Licenses and Certifications:
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2-20 or 4-40 license (or obtained within 90 days).
Skills & Experience to Be Successful:
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Knowledge of customer service functions such as rating, marketing, claims handling and coverage information.
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Strong commitment to service for the agency's clients.
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Strong Microsoft Word and Excel knowledge.
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Effective written and verbal communications skills.
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Good organizational skills, attention to detail and ability to respond to requests effectively and efficiently.
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Personal Lines designations. (Preferred
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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”.
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.
