Personal Lines Client Account Manager Sr

001 Brown & Brown, Inc; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Tuition Reimbursement

Job summary

Brown & Brown in Phoenix seeks a Senior Personal Lines Client Account Manager to oversee a book of personal lines and deliver exceptional service. The role blends account management with sales, requiring market knowledge, regulatory awareness, and professionalism.

You will mentor teammates, maintain client-carrier relationships, and drive proposals, renewals, and cross-selling while upholding strict confidentiality.

Qualifications

• Bachelor’s degree or higher in business, finance, or related field.
• 5+ years of personal lines insurance experience.
• Strong knowledge of personal insurance products and terminology.
• Experience with insurance systems and MS Office tools.

Responsibilities

• Manage and retain a book of personal lines clients, identifying growth opportunities.
• Deliver timely responses via phone, email, and multiple channels for client needs.
• Maintain proactive communications with clients, underwriters, and carriers.
• Analyze loss exposures and determine appropriate coverage needs.
• Prepare proposals and present recommendations to clients.
• Generate new business through cross-selling and account rounding.

Skills

Telephone etiquette

Confidentiality

Professional demeanor

Industry knowledge

Education

Bachelor’s degree in business, Finance, or a related field

Minimum of 5 years of personal lines insurance experience

Tools

AMS360

MS Office Suite

Job description

Personal Lines Client Account Manager Sr

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking Personal Lines Client Account Manager Sr to join our growing team in Phoenix, AZ! The Personal Lines Account Manager Sr is responsible for managing a book of personal lines business while delivering exceptional service and supporting business development initiatives. This role combines account management and sales responsibilities, requiring a strong understanding of the insurance market, products, and competitors while ensuring regulatory compliance and confidentiality. In addition to account management responsibilities, you are expected to lead by example, act as a mentor to junior team members, and uphold a high standard of professionalism and client service.

How You Will Contribute:

• Manage and retain a book of personal lines clients, while identifying opportunities for growth.
• Deliver timely responses through phone, email, and multiple communication platforms to support client needs.
• Develop and maintain proactive communications with clients, underwriters, and carriers through phone, email, meetings, and seminars.
• Analyze customers’ loss exposures and determine coverage needs.
• Prepare proposals and meet with the client to present recommendations.
• Generate new business through cross‑selling and account rounding.
• Assist customers with day‑to‑day questions, coverage changes, billing issues, etc.
• Complete all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis.
• Attend required training sessions, courses, etc. to develop and maintain up‑to‑date skills, licensing, and product knowledge.
• Build and nurture collaborative relationships with teammates at all levels of Brown & Brown, working closely with internal teams to provide exceptional service and innovative solutions.
• Maintain a strong commitment to continuous learning and professional development by actively monitoring and staying current with evolving industry practices and regulatory changes.
• Review policies, endorsements, renewals, and audits for accuracy and completeness.
• Issue certificates of insurance, binders, and other policy documents as needed.
• Assist in developing marketing plans and proposals that meet client needs.
• Act as a liaison between clients and carriers to ensure coverage needs are met.
• Maintain productive relationships with insurance carriers and vendors.
• Facilitate team meetings and strategy sessions related to client service delivery.
• Maintain accurate records in agency management systems.

Licenses & Certifications: Arizona and relevant non-resident P&C licenses. CISR, CIC, and/or CPRIA required.

Skills & Experience to be Successful:

• Bachelor’s degree in business, Finance, or a related field preferred.
• Minimum of 5 years of personal lines insurance experience (or a combination of education and experience).
• In-depth understanding of personal insurance products and terminology.
• Experience with AMS360 or the ability to learn new systems quickly.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• Professional office environment experience.

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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.

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.