Personal Lines Account Manager

Brown & Brown; Carmel (IN); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading insurance provider is seeking a Personal Lines Account Manager in Carmel, IN. This role focuses on delivering exceptional client service by managing personal insurance accounts and ensuring smooth communication between clients, carriers, and internal teams. Candidates should possess a valid Property & Casualty Insurance License and relevant experience in account management.

Benefits

Medical/Rx

Dental

Vision

Life Insurance

Disability Insurance

401k

Paid Time Off

Qualifications

• Valid Property & Casualty Insurance License required.
• 1-3 years related experience and/or training.
• Proficient in Microsoft Office, particularly Excel.

Responsibilities

• Serve as the primary contact for clients regarding personal line insurance inquiries and issues.
• Assist in onboarding and managing client accounts.
• Resolve client issues and communicate effectively with internal teams.

Skills

Customer Service

Problem-Solving

Data Analysis

Strong Math Skills

Communication

Education

Property & Casualty Insurance License

1-3 years related experience

Tools

Microsoft Office

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 Manager to join our growing team in Carmel, IN.

The Personal Lines Account Manager is responsible for providing high-quality service and support to clients, acting as the primary point of contact for personal lines insurance needs. This role ensures effective communication between clients, carriers, and internal teams, while assisting with onboarding, servicing, and retaining accounts. The Account Manager will manage customer inquiries, resolve service issues, follow internal workflows, and contribute to the department’s overall success through account rounding, mentorship, and a commitment to client satisfaction.

How You Will Contribute:

• Serve as client day-to-day client contact for questions and issues.

• Ensure proper handling and resolution of client issues, problems and concerns, using resources and other employees available to complete task as needed.

• Assist in introducing, acquiring and retaining accounts.

• Receive customer requests by telephone, email and fax, analyze requests, and provide information requested within a reasonable period.

• Preserve and strengthen relationships with clients through good communication and customer service.

• Maintain constant and open communication lines between the CSA, Administrative and all staff.

• Timely notification to Personal Lines Manger of any sensitive issues happening with their clients.

• Assist with reviewing proposal materials (spreadsheet, BB Proposal, Market Comparisons and updating information, and re-marketing client when needed.

• Precise following of I/O procedures regarding entering and assigning and activities, following protocol in all workflows and always using resources and staff correctly to complete the above tasks.

• Understand and follow protocols related to your position.

Licenses and Certifications:

• Valid Property & Casualty Insurance License

Skills & Experience to Be Successful:

• 1-3 years of related experience and/or training, or an equivalent combination of education and practical experience

• Proficient in Microsoft Office (Word, Excel, PowerPoint, Access); moderate typing speed; intermediate Excel skills

• Strong math skills; comfortable with calculations and interpreting technical data

• Skilled in problem-solving, data analysis, and handling abstract concepts

• Able to read insurance documents, write reports, and communicate clearly with clients and teams

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.

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”.