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Personal Lines Account Manager

2 months ago

San Antonio, United States Brown & 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.

Brown & Brown has an exciting opportunity available for a Personal Lines Account Manager supporting our San Antonio, TX team

Our personal insurance lines division sells and services clients purchasing any lines of personal insurance. This individual will be responsible for providing prompt, accurate, and courteous service to our customers, sales representatives, and insurance companies. This individual will also assist the team in completion of service functions and provide quality service to our clients.

This is an hourly position, requiring a hybrid schedule out of the San Antonio office.

WHAT YOU'LL DO:

  • Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
  • Build courteous and successful relationships with clients, vendors, and carriers to improve client retention.
  • Identify gaps in coverage and consult leadership or producer of options to advise the client.
  • Gather, review, and organize information to complete submissions and applications for new and renewal business.
  • Perform administrative duties such as billing, processing, and maintaining database.
  • Manage workflow and adjust priorities as necessary.
  • Attend designated AM meetings; maintain required CE credits.
  • All other duties as assigned.
WHAT YOU'LL NEED:
  • 2+ years' related experience with understanding and knowledge of Personal Lines insurance
  • Must obtain and maintain active Life/Accident and Health Insurance Agent License within one year of employment.
  • Bachelor's Degree preferred and/or equivalent work experience
  • Proficient with MS Office Suite
  • Strong attention to detail and follow-up
  • Ability to maintain a high level of confidentiality
  • Excellent verbal and written communication skills
  • Detail oriented with excellent organizational skills.
  • Demonstrates a sense of urgency and a proactive approach to meeting client requirements.
WHAT WE OFFER:
  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Paid Time Off (PTO)
  • Generous benefits package: health, dental, vision, 401(k), continuing education, pet insurance, mental health resources, etc.
  • Employee Stock Purchase Plan


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