Insurance Account Assistant — Client Growth & Service

Socket.dev; New York (NY); On-site; 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

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.