Insurance Portfolio Manager
14 hours ago
At Brown & Brown, we are committed to delivering exceptional results for our customers. This philosophy has enabled us to build a unique team that fosters future growth and success.
About Our CompanyBuilt on meritocracy, our company culture is centered around rewarding self-starters. We pride ourselves on being a team rather than just employees, prioritizing health, family, and business in that order.
About the Role- We are seeking a passionate Insurance Portfolio Manager to join our growing team. This role will maintain, service, and expand assigned accounts, providing an opportunity to work closely with clients, producers, and referral contacts.
- Prepare and process evidences of insurance and issue binders as necessary
- Maintain tasks in system for correspondence/requests
- Maintain future and agency expiration reports for book of business
- Review and process agency bill renewal policies, endorsements, and cancellations
- Remarket and quote the renewals of assigned accounts as required
- Prepare agency bill renewal offers and/or invoices on a timely basis
- Enter all required data into the system to maintain current file data on all assigned accounts in accordance with the current system requirements and procedures.
- Maintain log of lost business for tracking purposes
- Maintain a favorable relationship with clients, producers, and referral contacts
- Maintain up-to-date knowledge of the various carriers' rating plans, programs, manuals, and company drawers - as per the specific assignment of carriers
- Develop and maintain strong technical knowledge of personal lines coverages and rating along with your license(s)
- Develop and maintain working relationships with various markets
- Assist clients in handling claims in accordance with claims procedures
- Answer and process all telephone, fax, or written requests for assigned accounts
- Perform other duties as assigned
- High school diploma or equivalent
- Ability to obtain Florida Insurance 2-20 License within first 6 months
- At least 1 year of service industry experience or equivalent
- Knowledge of personal lines coverages and markets
- Proficient with MS Office Suite
- Ability to maintain a high level of confidentiality
- Excellent growth and advancement opportunities
- Competitive pay based on experience: $60,000 - $80,000 per year
- Paid Time Off (PTO)
- Generous benefits package: health, dental, vision, 401(k), etc.
- Employee Stock Purchase Plan
- Tuition Reimbursement and Student Loan Repayment Assistance
- Mental Health Resources
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
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