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 Advisor to join our growing team in Alpharetta, GA!
This role involves assessing client insurance requirements, recommending appropriate policies, and managing ongoing client relationships to ensure satisfaction and retention. The Personal Lines Client Advisor will work closely with clients to understand their needs, provide accurate quotes, and assist with policy changes, claims, and renewals.
How You Will Contribute
- Build, expand, and solidify relationships with clients and lead appropriate resources to address the client’s needs – including risk identification and resolution of underwriting or policy issues.
- Process daily mail, faxes, and e-mails, for assigned accounts.
- Answer and process all telephone requests for assigned accounts.
- Enter all required data into AMS 360 and ImageRight to maintain current file data on all assigned accounts.
- Gather required information for quoting a new account/new line of business.
- Complete personal risk management evaluations for clients.
- Underwrite, quote, and propose new business to client.
- Review new applications, renewal requests, and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers.
- Renewal marketing, including quoting, of assigned personal lines risks.
- Prepare and process binders of insurance, policies, endorsements, evidence of property insurance, auto ID cards, and cancellations as defined in the company procedures’ manual.
- Maintain suspense or follow-up system for correspondence and all transactions.
- Prepare agency billed billings and/or invoices on a timely basis.
- Advice accounting of the appropriate posting of moneys received on assigned accounts.
- Assist in the collection of premiums as defined in the procedures manual.
Licenses and Certifications:
- Must have and maintain a current Property & Casualty Resident Agent license for the state of Georgia.
Skills & Experience to Be Successful
- 4 year college degree – preferred
- Microsoft Office (Excel, Word, Outlook, Access)
- Familiar with AMS 360 and ImageRight (The Agency Management System) – preferred
- Rating software – PL Rater – preferred
- 5 years of personal lines insurance experience
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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.
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