Personal Lines Account Manager

3 weeks ago

Dedham, 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 of Massachusetts is seeking an Account Manager for its Personal Lines team. The Account Manager is responsible for retaining clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction.

Hybrid Schedule Available

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.
  • Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing as well as preparing the renewal proposal, and binders.
  • Assist in the review of internal compliance and client disclosure requirements, policies, endorsements and certificates to ensure alignment with client expectations and legal requirements.
  • Assist in growing the assigned book of business through account rounding and referrals.
  • Support marketing and sales teams as needed.
  • Document renewal, sales, and insurance operations compliance documents into the sales management database.
  • Attend internal and client meetings, as needed.
  • Follow agency guidelines, policies and procedures;
  • Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
  • Promote a commitment to achieve or exceed internal and external performance standards.
  • Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
  • All other duties as assigned.
WHAT YOU'LL NEED:
  • Insurance Producer license in good standing (authorities in states needed to service the assigned book of business) or ability to obtain such within 90 days of hire.
  • Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
  • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
  • Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
  • 5+ years' experience in the insurance industry, or a related field.
PREFERRED:
  • College Degree in a business-related field.
  • Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU)
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), 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.

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