Assistant Account Manager

Socket.dev; New York (NY); Hybrid; USD 59,237,000 - 64,747,000; Full time

Benefits offered by this job

Health benefits

401(k)

Paid time off

Job summary

Brown & Brown is seeking an Assistant Account Manager to support a high-net-worth personal lines/private client book, nurture relationships, and identify growth opportunities. You will be the primary client contact, ensuring needs are met with exceptional service.

You will collaborate with underwriters and internal teams to secure optimal coverage, manage renewals, and maintain accurate client records in the agency system. A strong client-service mindset is essential.

Qualifications

• Bachelor's degree in Business, Finance, or related field.
• 1-5 years of experience in high-net worth personal lines/private client insurance account management or similar client-facing role.
• Proven ability to build and maintain strong client relationships.
• Excellent communication, negotiation, and presentation skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Experience with agency management systems (Applied Epic, AMS360) is a plus.
• Ability to work independently and as part of a team in a fast-paced environment.
• Commitment to providing exceptional client service.

Responsibilities

• Develop and maintain strong, long-term relationships with assigned clients, acting as their trusted advisor.
• Manage a portfolio of commercial insurance accounts, including renewals, endorsements, and policy changes.
• Assess client needs and recommend appropriate insurance products and services.
• Prepare and present insurance proposals, ensuring accuracy and competitiveness.
• Collaborate with underwriters and other internal teams to secure optimal coverage for clients.
• Conduct regular account reviews to ensure client satisfaction and identify potential cross-selling opportunities.
• Resolve client inquiries and issues promptly and professionally.
• Stay informed about industry trends, market conditions, and competitor activities.
• Participate in professional development activities to enhance insurance knowledge and skills.
• Maintain accurate and up-to-date client records in the agency management system.

Skills

Client relationships

Communication

Negotiation

Presentation

Analytical skills

Problem-solving

MS Office

Applied Epic

AMS360

Teamwork

Education

Bachelor's degree in Business, Finance, or related field

Tools

MS Office

Applied Epic

AMS360

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 seeking an Assistant Account Manager to join our growing team.

As an Assistant Account Manager at RSC Insurance Brokerage, Inc., you will be responsible for supporting a high-net worth personal lines/private client book of business, nurturing client relationships, and identifying growth opportunities. You will serve as a primary point of contact for clients, ensuring their insurance needs are met and providing exceptional service.

How You Will Contribute

• Develop and maintain strong, long-term relationships with assigned clients, acting as their trusted advisor.

• Manage a portfolio of commercial insurance accounts, including renewals, endorsements, and policy changes.

• Assess client needs and recommend appropriate insurance products and services.

• Prepare and present insurance proposals, ensuring accuracy and competitiveness.

• Collaborate with underwriters and other internal teams to secure optimal coverage for clients.

• Conduct regular account reviews to ensure client satisfaction and identify potential cross‑selling opportunities.

• Resolve client inquiries and issues promptly and professionally.

• Stay informed about industry trends, market conditions, and competitor activities.

• Participate in professional development activities to enhance insurance knowledge and skills.

• Maintain accurate and up-to-date client records in the agency management system.

Skills & Experience to be Successful

• Bachelor's degree in Business, Finance, or related field.

• Minimum of 1-5 years of experience in high-net worth personal lines/private client insurance account management or a similar client‑facing role.

• Proven ability to build and maintain strong client relationships.

• Excellent communication, negotiation, and presentation skills.

• Strong analytical and problem‑solving abilities.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Experience with agency management systems (e.g., Applied Epic, AMS360) is a plus.

• Ability to work independently and as part of a team in a fast‑paced environment.

• Commitment to providing exceptional client service.

Pay Range

21.00 - 21.00 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.