Personal Lines Client Account Manager

001 Brown & Brown, Inc; Grand Rapids (MI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision insurance

Life Insurance

Disability Insurance

401k program

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Job summary

001 Brown & Brown, Inc. in Grand Rapids, MI seeks a Personal Lines Client Account Manager to service a book of business, identify exposures, and provide insurance solutions as an advisor to clients.

You will write new business, service renewals, and assist insureds with all service needs while maintaining client relationships and pursuing referrals. Strong communication and confidentiality are essential.

Qualifications

• High School diploma or GED required.
• Proficient with MS Office Suite and knowledge of agency management systems.
• Excellent telephone demeanor and strong written and oral communication skills.
• Ability to maintain a high level of confidentiality.
• Property & Casualty License or ability to obtain within 6 months.
• 1-2 years of experience in a similar position.
• Associate or bachelor’s degree in a business or financial-related discipline preferred.
• Insurance Designation (CPRIA, CISR, CIC, ARM) preferred.

Responsibilities

• Write all new business policies.
• Maintain and service renewal policies.
• Assist insureds with service needs (questions, changes, cancellations).
• Identify competitive carriers for remarketing existing business.
• Account round existing clients and cross-sell other departments.
• Ensure all quotes are accurate and complete before proposal.
• Develop and maintain client relationships to identify changing needs.
• Actively seek new business referrals from current clients and networks.
• Documentation control (scanned, paper, electronic, verbal).
• Knowledge of Quality Control Compliance standards for the department.
• Commit to personal and professional growth.

Skills

Planning/organizing

Decision making

Interpersonal skills

Team connectivity

Written and oral communication

Problem solving

Quality control

Adaptability

Education

High School diploma or GED

Associate or bachelor's degree in business/finance

Insurance designation (CPRIA/CISR/CIC/ARM)

Tools

MS Office Suite

Agency management systems

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.

Our Grand Rapids team is seeking a Personal Lines Client Account Manager. This role services an assigned book of business by working with those clients to identify exposures, provide the best insurance solutions available, and serve as their insurance advisor.

How You Will Contribute

• Write all new business policies
• Maintain and service all renewal policies
• Assist insureds with all service needs (ie questions, changes, cancellations, etc)
• Identify competitive carriers for remarketing existing business to help with account retention
• Account round existing clients, and cross sell other departments within the organization
• Ensure all quotes are accurate and complete prior to being proposed
• Develop and maintain client relationships to identify changing needs in account coverage
• Actively seek out new business referrals: current clients, friends, family, teammates etc
• Responsible for documentation control (scanned, paper, electronic, verbal, etc)
• Knowledge of Quality Control Compliance standards for department
• Maintain a commitment to personal and professional growth and development

Skills & Experiences to Be Successful

• Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently
• Makes good and timely decisions that propels our company forward
• Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things
• Creates an environment where teammates feel connected and energized
• Written and Oral communication—Communicate a concise message that resonates every time. The individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills. The individual edits work for spelling and grammar, presents numerical data effectively, and is able to read and interpret written information
• Problem solving—Create innovative ways for our customers and our company to be successful. The individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality
• Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality
• Adaptability—the individual adapts to changes in the work environment, manages competing demands and able to deal with frequent change, delays or unexpected events

Required

• High School diploma or GED
• Proficient with MS Office Suite
• Knowledge of agency management systems
• Exceptional telephone demeanor and strong written and oral communication skills
• Ability to maintain a high level of confidentiality
• Property & Casualty License or ability to obtain within 6 months
• 1-2 years of experience in a similar position

Preferred

• Associate or bachelor’s degree in a business or financial-related discipline
• Insurance Designation (i.e. CPRIA, CISR, CIC, ARM)

Teammate Benefits & Total Well-Being

• 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. We think of ourselves as a team, so we have teammates not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater WE—never "me." While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.