Account Manager for Personal Lines

3 days ago


Dedham, Massachusetts, United States Brown & Brown Full time
Job Description:

We are seeking a highly skilled Account Manager to join our Personal Lines team in Dedham, MA. This role is responsible for retaining clients through servicing and management of client relationships both internally and externally. The successful candidate will collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction.

Key Responsibilities:
  • Responsible for the day-to-day account management of an assigned book of business, including 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.
Requirements:
  • An 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 Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
  • 5+ years' experience in the insurance industry, or a related field.
Compensation:

The estimated salary range for this position is $65,000 - $85,000 per year, depending on experience and qualifications.

About Us:

Brown & Brown is a leading insurance broker that offers a wide range of insurance products and services. We value diversity and inclusion and are committed to creating a workplace that is welcoming and inclusive to all employees.



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