Private Client Account Coordinator

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 Private Client Operations & Marketing Analst to join our growing team in Troy, MI.

The Private Client Operations and Marketing Analyst responsibilities include entering information in databases and maintaining accurate records of valuable company information. Responsibilities also include the administration of marketing new Personal Lines business and renewals, maintaining data and insurance compliance requirements, preparing proposals, marketing campaigns and other documents as needed utilizing a variety of systems.

How You Will Contribute

• Conducts and analyzes market research to evaluate market competitiveness.

• Supporting the growth of the department.

• Determine appropriate markets to be approached for new and existing accounts.

• Identify and pursue account rounding with new business opportunities where appropriate.

• Work closely with personal lines teammates to understand prospects personal insurance needs.

• Develop submissions to carriers and obtain quotes. Respond to underwriters inquiries.

• Negotiate terms with carriers on prospects behalf.

• Finalize the marketing process and prepare appropriate proposal presentations.

• Bind coverage for clients and execute client onboarding process where appropriate.

• Develop knowledge of insurance markets on behalf of Brown and Brown.

• Serve as technical expert on market trends, pricing practices, and other underwriting policies.

• Maintain a high degree of accuracy in agency management systems and technology platforms.

• Assist in day-to-day administrative tasks including but not limited to policy checking, processing

• endorsements, issuance of certificates of insurance.

• Keep current with industry, new product information, legislation, coverages, and technology.

• Document sales, prospecting information and campaigns into the CRM when appropriate.

• Participate and support ongoing projects related to marketing, customer events and data collection.

Skills & Experience to Be Successful

• High School diploma or GED

• Proficient with MS Office Suite

• Exceptional telephone demeanor, writing proficiency, and relationship building skills

• Ability to maintain a high level of confidentiality

• Property and Casualty Insurance License; Life & Health License (within first 6 months of employment)

• Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter

• Agreement to maintain minimum acceptable insurance coverage as outlined by the Driving for Business policy

• Associate or bachelor’s degree in a business or financial related discipline  (preferred)

#LI-HO

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”.