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Private Client Account Manager
4 weeks ago
Private Client Account ManagerBuilt 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 Account Manager to join our growing team in Seattle, WAThe Private Client Account Manager will manage and grow private client insurance accounts by delivering personalized service, analyzing coverage needs, facilitating policy administration, and maintaining strong relationships with clients, underwriters, and team memberswhile ensuring regulatory compliance and confidentiality.How You Will Contribute:Develop and maintain proactive communications with customers and underwritersAnalyze customer's loss exposures and determine coverage needsPrepare proposals and meet with customers to present recommendationsAnnual revenue (commission) generation through cross-selling, account rounding, and new businessAssist customers with day-to-day questions, coverage changes, billing issues, etc.Complete all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysisPrepare policy renewals and endorsements, account updating, and billingDevelop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc.Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledgeFoster and seek relationships with teammates across all levels of Brown & BrownEnsure compliance with government agencies and corporate policies and proceduresAlways conduct the highest level of confidentialityLicenses and Certifications:Washington and relevant non-resident P&C licensesCAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe (preferred)Skills & Experience to Be Successful:3+ years' high net worth Personal Lines experienceExperience with Surplus Lines placement and workflowsEstablished relationships with carriers specializing in Private Client offerings (Chubb, Pure, AIG, etc.)Exceptional customer service and interpersonal skillsAbility to accurately and responsibly interpret technical and complex informationProficiency in Microsoft Office 365This position requires routine or periodic travel which may require the team members 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 positionPay Range $28.85 - $38.46 HourlyThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.Teammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy ServicesBeyond 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 YourselfAs 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".
