Personal Lines Client Account Manager

Posted 6 Days Ago
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Maitland, FL
In-Office
Junior
Insurance
The Role
The Personal Lines Client Account Manager will provide customer service, manage client accounts, retain business, and lead client relationships while handling underwriting issues and cross-selling opportunities.
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 Client Account Manager to join our growing team in Maitland, FL!

The Personal Lines Representative position provides customer service duties for customer accounts and transactions in support of the production of the business.

How You Will Contribute:

  • Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client’s needs, including risk and the identification and resolution of underwriting or policy issues.

  • Responsible for retaining the current book of business

  • Correspond and maintain contact with State Agencies regarding new and renewal business.

  • Responsible for the day-to-day account management of client accounts.

  • Prequalifying and analyzing prospect's coverage needs

  • Actively soliciting enhancements in coverage (Cross-Selling/Rounding accounts) through sales to existing clients

  • Seeking Referrals from current client base for new business prospects

  • Operate a laptop/computer and appropriate software packages or their equivalent.

  • Meet requirements for licensing as directed by the branch/agency.

Licenses and Certifications:

  • Property and Casualty license

Skills & Experience to Be Successful:

  • High school diploma or equivalent

  • Proficient with MS Office Suite, especially Outlook, Word, Excel, PowerPoint

  • Routine or periodic travel is required, which may require the teammate 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

  • Minimum 1 year experience in a similar position (preferred)

  • Working knowledge of AMS360 and ImageRight (preferred)

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”. 

Top Skills

Ams360
Imageright
Ms Office Suite
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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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