Personal Lines Account Manager

3 weeks ago

Seattle, United States Brown & Brown Full time

Join to apply for the Private Client Account Manager role at Brown & Brown in Seattle, WA. Responsibilities Develop and maintain proactive communications with customers and underwriters Analyze customer’s loss exposures and determine coverage needs Prepare proposals and meet with customers to present recommendations Generate annual revenue (commission) through cross‑selling, account rounding, and new business Assist customers with day‑to‑day questions, coverage changes, billing issues, etc. Complete all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis Prepare policy renewals and endorsements, account updating, and billing Develop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc. Attend required training sessions, courses, etc. to develop and maintain up‑to‑date skills, licensing, and product knowledge Foster and seek relationships with teammates across all levels of Brown & Brown Ensure compliance with government agencies and corporate policies and procedures Always conduct the highest level of confidentiality Licenses & Certifications Washington and relevant non‑resident P&C licenses CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe (preferred) Skills & Experience 3+ years’ high net worth Personal Lines experience Experience with Surplus Lines placement and workflows Established relationships with carriers specializing in Private Client offerings (Chubb, Pure, AIG, etc.) Exceptional customer service and interpersonal skills Ability to accurately and responsibly interpret technical and complex information Proficiency in Microsoft Office 365 Acceptance of routine or periodic travel and possession of a clean motor vehicle record; required ongoing insurance coverage $28.85 - $38.46 Hourly Benefits & Total Well-Being 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. 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”. #J-18808-Ljbffr

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