What are the responsibilities and job description for the Personal Lines Account Manager position at Brown & Brown Insurance?
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 Sarasota, FL.
The Personal Lines Account Manager is 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.
- Documents all conversations with insured and/or other interested parties.
- Completes policy rewrites, when necessary.
- Abides by the underwriting guidelines and binding authority guidelines of each company.
- Sends Insurance Coverage Review form or Small Business Questionnaire to be insured with letter as required and attach in Image Right
- Maintains and update the AMS 360 database timely and accurately
- Informs company and client of errors in policies or endorsements
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.
- Personal Lines designations. (preferred)
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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”.
