Personal Lines Account Manager

Brown & Brown; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a Personal Lines Account Manager to enhance their team in Massachusetts. This role focuses on delivering exceptional customer service while managing an assigned book of business. You will be responsible for analyzing clients' insurance needs and recommending suitable products. The company values self-starters and rewards commitment to customer satisfaction. Join a supportive environment that promotes diversity and inclusion, where you can truly be yourself while making a significant impact in the insurance sector.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k Plan

Paid Time Off

Tuition Reimbursement

Mental Health Services

Partner Discounts

Qualifications

• 2+ years of experience in a similar role preferred.
• Proficient in managing customer accounts and insurance needs.

Responsibilities

• Manage and retain an assigned book of business.
• Prepare customer renewals, proposals, and presentations.

Skills

Insurance Industry Knowledge

Customer Service

MS Office Suite

Communication Skills

Education

Insurance Producer License

Job description

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

Brown & Brown is seeking a Personal Lines Account Manager to join our growing team in Massachusetts.

The Personal Lines Account Manager is responsible for providing exceptional customer service, managing an assigned book of business, soliciting new business, rounding accounts, and supporting Producer-led new business. Account Managers analyze clients' personal insurance needs and recommend suitable insurance products.

How You Will Contribute:

• Manage and retain existing book of business.
• Achieve all audit and performance standards outlined by leadership.
• Follow-up to address customer needs and resolve issues.
• Maintain agency management system with current information and documents, including IO requirements.
• Process daily mail and tasks, including faxes and emails.
• Handle telephone requests for assigned accounts.
• Prepare billings and invoices timely.
• Manage the client service process, including marketing and updating the system with final documents.
• Review reports such as expirations and downloads.
• Prepare customer renewals, proposals, and presentations aligning with customer requests.

Licenses and Certifications:

• Insurance Producer license in good standing, with authority in states needed for the book of business.

Skills & Experience:

• Strong industry technical knowledge.
• Proficient in MS Office Suite.
• 2+ years experience in a similar role (preferred).

#LI-JE1

Pay Range: $31.00 - $31.73 hourly

The pay range is based on experience, geography, and budget considerations.

Teammate Benefits & Well-Being:

• Health Benefits: Medical, Dental, Vision, Life, Disability
• Financial Benefits: ESPP, 401k, Student Loan Assistance, Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Advocacy Services
• Other Benefits: Paid Time Off, Holidays, Partner Discounts, and more.

Benefits may vary, and eligibility or waiting periods may apply.

The Power To Be Yourself

As an Equal Opportunity Employer, we foster an inclusive environment guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.