Private Client Advisor

5 days ago

West Palm Beach, Florida, United States Brown & Brown Insurance Full time $60,000 - $100,000 per year

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 is Seeking a Private Client Advisor to join our growing team in West Palm Beach, FL

This role involves assessing client insurance requirements, recommending appropriate policies, and managing ongoing client relationships to ensure satisfaction and retention. The Private Client Advisor will work closely with clients to understand their needs, provide accurate quotes, and assist with policy changes, claims, and renewals.

How You Will Contribute

  • Build, expand, and solidify relationships with clients and lead appropriate resources to address the client's needs – including risk identification and resolution of underwriting or policy issues.

  • Process daily mail, faxes, and e-mails, for assigned accounts.

  • Answer and process all telephone requests for assigned accounts.

  • Enter all required data into AMS 360 and ImageRight to maintain current file data on all assigned accounts.

  • Gather required information for quoting a new account/new line of business.

  • Complete personal risk management evaluations for clients.

  • Underwrite, quote, and propose new business to client.

  • Review new applications, renewal requests, and endorsements for adherence to underwriting authority and guidelines as established by the company's carriers.

  • Renewal marketing, including quoting, of assigned personal lines risks.

  • Prepare and process binders of insurance, policies, endorsements, evidence of property insurance, auto ID cards, and cancellations as defined in the company procedures' manual.

  • Maintain suspense or follow-up system for correspondence and all transactions.

  • Prepare agency billed billings and/or invoices on a timely basis.

  • Advice accounting of the appropriate posting of moneys received on assigned accounts.

  • Assist in the collection of premiums as defined in the procedures manual.

Licenses and Certifications:

  • Must have and maintain a current Property & Casualty Resident Agent license for the state of Florida.

Skills & Experience to Be Successful:

  • 5 years of personal lines insurance experience

  • Microsoft Office (Excel, Word, Outlook, Access)

  • Familiar with AMS 360 and ImageRight (The Agency Management System) – preferred

  • Rating software – PL Rater

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • 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. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself". 

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