Personal Lines Account Executive

001 Brown & Brown, Inc; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Brown & Brown, Inc. is seeking a Personal Lines Account Executive in Miami, FL, to retain and grow client relationships while delivering exceptional service.

You will work with clients, carriers, and internal teams to assess coverage needs, prepare proposals, and manage renewals. The role emphasizes compliance, accuracy, and growth through networking and cross-selling.

Qualifications

• Valid Insurance Producer license in good standing.
• Proficient knowledge of insurance coverages, contracts, and state regulations.
• Strong MS Office proficiency (Word, Excel, PowerPoint, Publisher).

Responsibilities

• Establish and manage client relationships with decision-makers and carriers.
• Identify gaps in coverage and advise clients on options.
• Process policies, endorsements, invoicing, certificates, and claims.
• Manage renewal process and prepare renewal proposals.
• Support sales with new business meetings and onboarding.
• Ensure compliance with client disclosures and legal requirements.
• Grow book of business through networking and cross-selling.
• Participate in training and internal meetings.

Skills

Client relations

Insurance knowledge

Regulatory knowledge

Office software

Documentation drafting

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Publisher

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 a Personal Lines Account Executive to join our growing team in Miami, FL!

Purpose

Retain and grow business by servicing and managing client and prospective client relationships by collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities.

How You Will Contribute

• Establish, cultivate and manage customer relations with client and prospective decision-makers; as well as professional relationships with carrier partners, and internal resources throughout the organization.
• Identify gaps in coverage and advising the client and prospective clients with options; as well as work through complex coverage needs.
• Ensure matters are tended to in relation to the assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting, resolution, and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.
• Manage the renewal process for all assigned and prospective clients including the facilitation of renewal pricing as well as preparing and delivering the renewal proposals and binders.
• Support sales team with new business meetings and implementation of new clients.
• Ensure internal compliance and client disclosure requirements, policies, endorsements and certificates are in alignment with client expectations and legal requirements.
• Document renewal, sales, and insurance operations compliance documents into the sales management database.
• Create and present educational materials for value-add services to clients and prospects.
• Grow book of business through networking, referrals, and cross-selling.
• Support training initiatives for new service and sales teammates.
• Follow agency guidelines, policies and procedures.
• Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude.
• Promote a commitment to achieve or exceed internal and external performance standards.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology and continuing education required for valid licensing.
• Attend internal and external meetings when needed.
• All other duties as assigned.

Skills & Experience to be Successful

• Valid Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).
• Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted.
• Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.
• Able to create, edit, and merge letters, spreadsheets, labels, etc.
• Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes,