Personal Lines Account Manager

3 weeks ago

Fort Lauderdale, Florida, United States Brown & Brown Full time
Job Title: Personal Lines Account Manager

Brown & Brown is seeking a highly skilled Personal Lines Account Manager to join our team in Fort Lauderdale, Florida. As a key member of our team, you will work closely with producers to service new and existing accounts, maintain agency retention goals, and provide exceptional customer service.

Key Responsibilities:
  • Establish and maintain positive working relationships with customers to ensure account retention.
  • Maintain excellent organizational and time management skills to effectively manage a book of business.
  • Work closely with producers to retain accounts and provide support as needed.
  • Review and analyze policies, endorsements, forms, and rates for accuracy and recommend changes or amendments.
  • Manage a book of business and initiate annual policy reviews with clients.
  • Control direct bill and agency billed renewal lists.
  • Answer day-to-day client questions by phone and email.
  • Maintain knowledge of carrier guidelines and appetite.
  • Prepare complete and accurate submissions for remarkets and modify quotes as needed.
  • Correspond with carrier partner underwriters.
  • Assist clients with their claims process and handling.
  • Adhere to established personal lines standards and procedures.
  • Prepare bind request, binding, and invoicing as appropriate.
  • Check carrier-issued policies for accuracy and inform carrier and client of forthcoming corrections.
  • Initiate endorsements, binders, certificates, invoices, automobile identification cards, and similar items.
  • Maintain account files and document the management system accordingly.
  • Order cancellations where requested or required.
  • Assist in clearing omitted items, account differences, and commission differences.
Requirements:
  • High school diploma
  • Proficient with MS Office Suite
  • 2 years of service experience in the insurance industry
  • 2-20 state license
  • Preferred: Associate's or Bachelor's degree, industry software experience
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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