Personal Lines Account Executive

Brown & Brown; Florida; In loco; USD 65.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Financial benefits

Mental health & wellness

Paid time off & holidays

Descrizione del lavoro

Brown & Brown in Miami, FL seeks a Personal Lines Account Executive to service and grow client relationships, manage renewals, and support new business opportunities.

This role requires a licensed producer, strong knowledge of insurance products, and superior client service. Travel and collaboration with teammates are expected.

Competenze

• Valid Insurance Producer license in good standing.

Mansioni

• Establish, cultivate and manage customer relations with client and prospective decision-makers.
• Identify gaps in coverage and advise clients with options.
• Process policies/endorsements, invoicing, certificates of insurance, and claims reporting.
• Manage renewal process including pricing, proposals and binders.
• Support sales with new business meetings and implementation of new clients.

Conoscenze

Insurance knowledge

Client relationship mgmt

Licensing – Insurance Producer

MS Office

Travel capability

Formazione

ARM/CIC/RPLU designation

Strumenti

Microsoft Word

Excel

PowerPoint

Publisher

Descrizione del lavoro

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, binding machine, etc.)
• 10+ years' experience in the insurance industry, or a related field.
• Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU)

Physical Requirements Necessary on a Regular Basis:

• Ability to independently visit clients, prospects, and make related calls to others approximately 40%-50% of time.
• Ability to travel for industry and carrier events approximately 10-15% of time.
• Ability to perform 30% sedentary work, exerting up to 10 pounds of force occasionally, and exert negligible force frequently; may be asked to exert up to 20 pounds of force periodically, as needed.
• Vision sufficient for use of a computer monitor.
• Manual dexterity, arm and upper body range of motion sufficient for use of a keyboard, mouse and telephone on a constant basis, 7-8 hour per day.
• Speech and hearing sufficient for phone and in-person communication.
• Physical efforts include repetitive small motor activity, grasping, verbally communicating detailed and important information to others quickly and accurately, stooping, reaching, standing, lifting light objects less than 10 pounds frequently, and climbing occasionally.

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.