Account Manager

Brown & Brown Insurance; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown Insurance in Phoenix, AZ seeks an Account Manager to serve as the main client contact for a defined book of business. You will coordinate services, identify client needs, and help with renewals and policy issues.

Ideal candidates have a high school diploma, strong MS Office skills, exceptional phone etiquette, and the ability to maintain confidentiality. 3–5+ years’ experience is preferred and P&C license is a plus.

Qualifications

• High school diploma or equivalent required.
• Proficient with MS Office Suite and related tools.
• Exceptional telephone demeanor and professional communication.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Serve as the main client contact and account coordinator for an assigned book of business.
• Provide service for customer accounts and transactions to support retention.
• Build and solidify relationships with clients at all levels and coordinate resources.
• Lead training and mentoring of new teammates as needed.
• Prepare renewal information, binders, and certificates of insurance as required.

Skills

Telephone etiquette

Discretion / Confidentiality

Education

High school diploma or equivalent

Tools

MS Office Suite

Job description

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 seekingan AccountManager tojoin our growing team in Phoenix, AZ!

As the main client contact and account coordinator for an assigned book of business, useappropriate judgmentand decision-making skills to provide service for customer accounts and transactions, in support of the production and retention of the business.This positionis responsible forbuilding, expanding and solidifying relationships with clients at all levels with the company and leadappropriate resourcesto address the client’s needs, including risk identification and resolution of underwriting or policy issues, accounting issues, claims issuesetc.As the Lead Account Executive, you will also be responsible for the training and mentoring of new Teammates.

How You Will Contribute:

• Service Commercial Accounts

• General Coverage Knowledge and ability to counsel

• AE/AM/Producer Account Partnership Development

• Accompany Producer to Client Visits/Presentations

• Insurance Coverage Review – Prepare with summary & give to producer for completion with the insured

• Get renewal applications and copies or prior applications

• Order current loss runs and other documents needed in the renewal/marketing process

• Submit complete andaccuraterenewal information to the incumbent carrier(s)

• Issue binders, auto idcardsand order renewal certificates of insurance

• Provide services or coordinate carrier services as needed, such as Claim reviews, Loss control visits and services, and Premium allocations

Licenses & Certifications:

• P&C Licensed preferred

Skills & Experience to be Successful:

• High school diploma or equivalent

• Proficient with MS Office Suite

• Exceptional telephone demeanor

• Ability tomaintaina high levelof confidentiality

Preferred

• 3-5+ years insurance experience

• Professional office environment experience

• College degree

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”.