Client Relationship Manager

2 weeks ago

White Plains, New York, United States Brown & Brown Full time


At Brown & Brown, we pride ourselves on a culture that celebrates meritocracy, rewarding individuals who are proactive and dedicated to prioritizing our clients' needs.

We are currently seeking a Client Relationship Manager specializing in Commercial Insurance to enhance our team.

Objective:
To ensure client retention through effective service and management of relationships, both internally and externally. Collaborate with team members to provide outstanding customer service and achieve high levels of client satisfaction.

Key Responsibilities:

Manage the daily operations of an assigned portfolio, which includes processing policies and endorsements, invoicing, issuing certificates of insurance, and handling claims reporting and follow-up as necessary. Responsibilities also encompass premium breakdowns, auto ID cards, policy modifications, reviewing policy documents, providing coverage comparisons, conducting loss analysis, and addressing coverage inquiries.

Delegate support tasks to Account Assistants in accordance with Profit Center Procedures.
Foster positive and productive relationships with clients, vendors, and carriers to enhance client retention.
Identify coverage gaps and consult with leadership or producers to provide clients with informed options.

Oversee the renewal process for all assigned clients in collaboration with the marketing department and/or producers. This includes ordering updated loss information, gathering necessary data, managing renewal applications, renewal marketing, account rounding, reviewing and negotiating renewal pricing, and preparing renewal proposals and binders.

Ensure compliance with internal policies and client disclosure requirements, reviewing policies, endorsements, and certificates to align with client expectations and legal standards.

Assist in expanding the assigned portfolio through account rounding and referrals.

Qualifications:
Proven experience managing commercial lines, particularly in construction and trade accounts.
Possession of a valid Insurance Producer license in good standing.

What We Provide:
Opportunities for growth and advancement
Competitive compensation based on experience
Paid Time Off

Comprehensive Benefits Package:
Health, dental, vision, 401(k), and additional benefits
Employee Stock Purchase Plan
Target compensation of $80,000.00 USD annually, paid on an hourly basis.
We are an Equal Opportunity Employer, committed to diversity within our team and welcoming applicants from varied backgrounds.

Brown & Brown is a decentralized, publicly traded organization (NYSE: BRO) that has become one of the largest insurance intermediaries in the United States. We specialize in property & casualty insurance and employee benefits for mid-sized and large corporations nationwide.

Our scale allows us to access premier products in the market while maintaining a strong local presence.

By nurturing relationships with carrier partners and experienced professionals, Brown & Brown distinguishes itself as an industry leader.

As our business expands, so do the opportunities for our employees. Joining Brown & Brown means embarking on a career with virtually limitless potential.

Our unique culture recognizes and rewards self-motivated individuals who are committed to doing what is best for our clients.

With Brown & Brown, you will receive the training, mentorship, and resources necessary for success. Our team members are united by shared objectives and a collective commitment to integrity and excellence.

Local leaders at Brown & Brown are actively involved in their communities and dedicated to building strong networks and relationships.

If you are already a member of the Brown & Brown team, please refer to our internal career site for job applications.

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