What are the responsibilities and job description for the Insurance Specialist position at Brown & Brown Insurance?
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 :
Skills & Experience to Be Successful
