Personal Lines Account Manager

Brown & Brown; Daytona Beach (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

An established industry player is seeking a dedicated Personal Lines Account Manager to join their dynamic team in Daytona Beach. This exciting role involves managing high-value insurance accounts, cultivating strong relationships with clients, and ensuring exceptional service. The company values meritocracy and offers a supportive environment for self-starters. With a focus on personal and professional growth, this position provides a unique opportunity to contribute to the success of a growing firm. If you have a passion for customer service and insurance, this role is perfect for you.

Benefits

Medical/Rx Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Student Loan Assistance

Tuition Reimbursement

Paid Time Off

Preferred Partner Discounts

Qualifications

• 3+ years of experience in personal lines with high value accounts.
• Strong knowledge of personal lines coverages and markets.

Responsibilities

• Manage customer insurance programs and maintain relationships.
• Prepare and process insurance documents and renewals.
• Assist clients with claims and maintain accurate records.

Skills

Personal Lines Insurance Knowledge

Customer Relationship Management

MS Office Proficiency

Confidentiality Maintenance

Education

High School Diploma

Florida 2-20 Insurance License

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Brown & Brown

Regional Corporate Talent Acquisition Professional @ Brown & Brown | Connecting Top Insurance Talent in Sales & Service | Hiring the Best, Building…

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to continue solidifying that foundation as we are looking for a Personal Lines Account Manager to join our growing team. This role maintains, services, and expands assigned high value market accounts.

Essential Duties and Functions:

• Manage a book of business consisting of assigned customers’ insurance programs
• Establish, cultivate, and manage the customer relationship at multiple levels, serving as a trusted business advisor for assigned customers
• Prepare and process evidences of insurance and issue binders as necessary
• Maintain tasks in system for correspondence/requests
• Maintain future and agency expiration reports for book of business
• Review and process agency bill renewal policies, endorsements, and cancellations
• Remarket and quote the renewals of assigned accounts as required
• Prepare agency bill renewal offers and/or invoices on a timely basis
• Enter all required data into the system to maintain current file data on all assigned accounts in accordance with the current system requirements and procedures.
• Maintain log of lost business for tracking purposes
• Maintain a favorable relationship with clients, producers and referral contacts
• Maintain up to date knowledge of the various carriers’ rating plans, programs, manuals and company drawers – as per the specific assignment of carriers
• Develop and maintain strong technical knowledge of personal lines coverages and rating along with your license(s)
• Develop and maintain working relationship with various markets
• Assist clients in handling claims in accordance with claims procedures, details provided
• Answer and process all telephone, email, or written requests for assigned accounts
• Perform other duties as assigned

Requirements:

• High school diploma or equivalent
• Florida 2-20 Insurance License
• At least 3 years of personal lines industry experience with high value market accounts
• Knowledge of personal lines coverages and markets
• Proficient with MS Office Suite
• Ability to maintain a high level of confidentiality

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”.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Customer Service

• Industries

  Insurance Agencies and Brokerages

Referrals increase your chances of interviewing at Brown & Brown by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Student loan assistance

Tuition assistance

Disability insurance

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