Private Client Account Executive

4 weeks ago

Maitland, Florida, United States Brown And Brown Full time

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

It's an exciting time to join Brown & Brown Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Private Client Account Executive to join our growing team in Maitland, Florida.

The purpose of this position is to provide high quality service for the clients; always maintaining a pleasant and helpful attitude towards the insured, rounding out accounts/renewals, making every effort to retain business, assisting producers with opportunities for new business and cross selling, account rounding and upgrading coverages on existing accounts as appropriate in order to assist in the growth and profitability of personal lines.

Who We Are: Brown & Brown, Inc. is a growing global insurance brokerage firm delivering risk management solutions and services since 1939. Our unique culture is built on honestly, integrity, innovation and discipline and defines who we are and how we treat our customers, teammates and the communities we serve. We think of ourselves as a team, so we have teammates---not employees. We prioritize health, family, and business---in that order. We embrace and celebrate diversity, always striving to be an inclusive place where you have the power to be yourself. Traded on the New York Stock Exchange as BRO, Brown & Brown is a big company that doesn't act like one.

Who We Are Looking For: We are looking for passionate team players who believe in working hard and having fun in a collaborative environment. Our team is customer-focused and values the importance of strong relationships, professionalism, and trust. We embrace solutions-oriented big thinkers who are committed to results and aren't afraid to take risks. We are driven to set goals high and aim even higher.

General Responsibilities:

  • Rate and prepare quotations as required.
  • Mail Binders and ID cards to insureds.
  • Mail or fax application to company and suspend for receipt of policy.
  • Handle client telephone and mail requests for information, endorsements, cancellations and other services as required.
  • Request endorsements as required.
  • Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific plan for growth.
  • Spend approximately 50-60% of the time outside with customers and new business opportunities.
  • Present proposal to customer, ensuring appropriate team members and resources are represented/attend.
  • Assist with accounts receivable control.
  • Document all conversations with insured and/or other interested parties.
  • Complete policy rewrites when necessary.
  • Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company.
  • Maintain and update the AMS database timely and accurately.
  • Review, renewal list of policies expiring in the prescribed time frames to determine appropriate actions.
  • Inform company and client of errors in policies or endorsements
  • Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits.
  • Review Exposure Checklist with Producer and request changes as necessary.
  • Attend client meetings with the producer when necessary.
  • Maintain current state license.
  • Attend appropriate classes and seminars.
  • Sit for examinations as required.
  • Setup and maintain agency files as required.
  • Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally preformed.

Required Qualifications:

  • 2-20 required with 5 years HNW Account Manager experience.
  • Knowledge of customer service functions such as rating, marketing, claims handling and coverage information.
  • Strong commitment to service for the agency's clients.
  • Effective written and verbal communication skills.
  • Effective and efficient use of computer and related equipment.
  • Industry designations are promoted and funded by the agency.
  • This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position.

What we offer:

  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Discretionary Time Off (DTO)
  • Generous benefits package: health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan
  • Tuition Reimbursement and Student Loan Repayment Assistance
  • Mental Health Resources

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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