Personal Lines Client Account Manager

Socket.dev; Grand Rapids (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health benefits

401k plan

Tuition reimbursement

Mental health services

Paid time off

Job summary

Brown & Brown in Grand Rapids, MI, seeks a Personal Lines Client Account Manager to service an assigned book of business, identify exposures, and advise on insurance solutions. You will handle inquiries via phone, email, or in person from policyholders and carriers, ensuring accurate quotes and comprehensive coverage.

The role emphasizes building strong client relationships, cross-selling within the firm, and maintaining high standards of confidentiality and service.

Qualifications

• 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

Responsibilities

• Write all new business policies
• Maintain and service all renewal policies
• Assist insureds with all 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 prior to being proposed
• Develop and maintain client relationships to identify changing needs in account coverage
• Actively seek out new business referrals from current clients, friends, family, teammates
• Responsible for documentation control (scanned, paper, electronic, verbal)
• Knowledge of Quality Control Compliance standards for department
• Maintain a commitment to personal and professional growth and development

Skills

Planning

Interpersonal

Communication

Problem solving

Quality control

Adaptability

Education

High School diploma or GED

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. Analyze and answer requests by telephone, email or in person from policyholders and/or carriers for information concerning insurance policies by performing the following duties.

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

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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”.