Hybrid Private Client Growth Lead

Brown & Brown, Inc.; California; Ibrido; USD 90.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

401k plan

Employee discounts

Paid time off

Tuition reimbursement

Descrizione del lavoro

Brown & Brown, Inc. is seeking a Private Client Relationship Manager to join a hybrid team in California, focusing on developing cohesive client relationships, advising on coverage, and driving renewals and cross-sell opportunities.

The role partners with producers to educate clients on protections and opportunities. The ideal candidate will have 5+ years in Personal Lines client management, a valid P&C license, and relevant designations.

Competenze

• 5+ years’ Personal Lines client management experience.
• Valid P&C broker license.
• Designations preferred: CAPI, CPRIA, CIC or similar.
• Proficient in AMS 360, WorkSmart and EPIC.

Mansioni

• Build and maintain constructive relationships with clients and carriers.
• Service and retain existing accounts to mitigate risk and exposure.
• Document communications and file notes in the agency management system.

Conoscenze

Client relationship management

Communication

Time management

Organizational skills

Problem solving

Formazione

College degree preferred

CAPI designation

CPRIA designation

CIC designation

Strumenti

AMS 360

WorkSmart

EPIC

Descrizione del lavoro

Brown & Brown, Inc. is seeking a Private Client Relationship Manager to join a hybrid team in California, focusing on developing cohesive client relationships, advising on coverage, and driving renewals and cross-sell opportunities.

The role partners with producers to educate clients on protections and opportunities. The ideal candidate will have 5+ years in Personal Lines client management, a valid P&C license, and relevant designations.