Personal Lines Client Account Manager

Posted 14 Days Ago
Be an Early Applicant
Sebring, FL
Entry level
Insurance
The Role
The Personal Lines Account Manager is responsible for servicing new and existing clients, ensuring quality service, maintaining positive client relationships, and handling policies for Personal Lines accounts. The role includes reviewing renewals, preparing proposals, managing client requests, and performing accounting functions related to client services.
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 Sebring, FL.

The Personal Lines Account Manager will be 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:

  • Reviews renewal list of policies expiring in the prescribed time frames to determine appropriate actions.

  • Rates and prepares quotations, when necessary.

  • Prepares Proposals for presentation by producers.

  • Mails and/or emails binders and ID cards to insureds.

  • Mails, faxes or emails, application to company and suspend for receipt of policy.

  • Handles client telephone and mail requests for information, endorsements, cancellations, and other services as required.

  • Requests endorsements as required.

  • Markets accounts/lines as needed.

  • Processes accounting and billing needs related to clients.

  • Assists with accounts receivable control.

Licenses and Certifications:

  • 2-20 or 4-40 license (or obtained within 90 days)

Skills & Experience to Be Successful:

  • Knowledge of customer service functions such as rating, marketing, claims handling and coverage information.

  • Strong commitment to service for the agency's clients.

  • Strong Microsoft Word and Excel knowledge.

  • Effective written and verbal communications skills.

  • Good organizational skills, attention to detail and ability to respond to requests effectively and efficiently.

#LI-CJ1

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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