Personal Lines Client Account Manager

Brown & Brown, Inc.; Grand Rapids, Northern (MI, KY); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health benefits

401k

Tuition reimbursement

Paid time off

Job summary

Brown & Brown, Inc. in Grand Rapids seeks a Personal Lines Client Account Manager to service an assigned book, identify exposures, and propose optimal insurance solutions.

You will serve as the trusted advisor to policyholders and respond via phone, email or in person for policy information and service requests. The role emphasizes maintaining client relationships, seeking new business referrals, and ensuring accurate quotes while supporting cross-department collaboration.

Qualifications

• High School diploma or GED is required.
• Proficient with MS Office Suite.
• Knowledge of agency management systems.
• 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 renewal policies.
• Assist insureds with service needs (questions, changes, cancellations).
• 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

Planning/organizing

Interpersonal skills

Written and Oral communication

Problem solving

Quality control

Adaptability

Education

High School diploma or GED

Associate or bachelor’s degree in a business or financial-related discipline

Insurance Designation (CPRIA, CISR, CIC, ARM)

Tools

MS Office Suite

Agency management systems

Job description

## Personal Lines Client Account ManagerApply: Hybrid Working: Grand Rapids, MI, USA: Full time: Posted Yesterday: R26\\_0000003195Built 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.*