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 Personal Lines Client Account Manager Sr to join our growing team in Phoenix, AZ!
The Personal Lines Account Manager Sr is responsible for managing a book of personal lines business while delivering exceptional service and supporting business development initiatives. This role combines account management and sales responsibilities, requiring a strong understanding of the insurance market, products, and competitors while ensuring regulatory compliance and confidentiality. In addition to account management responsibilities, you are expected to lead by example, act as a mentor to junior team members, and uphold a high standard of professionalism and client service.
How You Will Contribute:
- Manage and retain a book of personal lines clients, while identifying opportunities for growth.
- Deliver timely responses through phone, email, and multiple communication platforms to support client needs.
- Develop and maintain proactive communications with clients, underwriters, and carriers through phone, email, meetings, and seminars.
- Analyze customers’ loss exposures and determine coverage needs.
- Prepare proposals and meet with the client to present recommendations.
- Generate new business through cross-selling and account rounding.
- 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.
- Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge.
- Build and nurture collaborative relationships with teammates at all levels of Brown & Brown, working closely with internal teams to provide exceptional service and innovative solutions.
- Maintain a strong commitment to continuous learning and professional development by actively monitoring and staying current with evolving industry practices and regulatory changes.
- Review policies, endorsements, renewals, and audits for accuracy and completeness.
- Issue certificates of insurance, binders, and other policy documents as needed.
- Assist in developing marketing plans and proposals that meet client needs.
- Act as a liaison between clients and carriers to ensure coverage needs are met.
- Maintain productive relationships with insurance carriers and vendors.
- Facilitate team meetings and strategy sessions related to client service delivery.
- Maintain accurate records in agency management systems.
Licenses & Certifications:
- Arizona and relevant non-resident P&C licenses.
- CISR, CIC, and/or CPRIA required.
Skills & Experience to be Successful:
- Bachelor’s degree in business, Finance, or a related field preferred.
- Minimum of 5 years of personal lines insurance experience (or a combination of education and experience).
- In-depth understanding of personal insurance products and terminology.
- Experience with AMS360 or the ability to learn new systems quickly.
- Proficient with MS Office Suite.
- Exceptional telephone demeanor.
- Ability to maintain a high level of confidentiality.
- Professional office environment experience.
#LI-KM1
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.
Recruiting Vendor Disclosure Statement
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
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
- Arizona and relevant non-resident property and casualty licenses
- CISR, CIC, and/or CPRIA certification
- Minimum five years of personal lines insurance experience, or equivalent combination of education and experience
- In-depth understanding of personal insurance products and terminology
- Experience with AMS360 or ability to learn new systems quickly
- Proficiency with Microsoft Office Suite
- Bachelor’s degree in business, finance, or a related field
- Professional office environment experience
- Exceptional telephone demeanor and ability to maintain confidentiality
Brown & Brown Insurance Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown & Brown Insurance and has not been reviewed or approved by Brown & Brown Insurance.
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Healthcare Strength — Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
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Retirement Support — The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
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Equity Value & Accessibility — An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.
Brown & Brown Insurance Insights
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.
