Personal Lines Client Account Manager Sr

Brown & Brown; Phoenix (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health Benefits

401k Plan

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown in Phoenix, AZ is seeking a Senior Personal Lines Client Account Manager to join our growing team. This role blends account management with sales, focusing on retaining a book of personal lines clients and identifying growth opportunities.

You will deliver timely responses, coordinate with underwriters and carriers, prepare proposals, and support marketing efforts while maintaining regulatory compliance and client confidentiality.

Qualifications

• Bachelor’s degree in business, Finance, or related field.
• Minimum of 5 years of personal lines insurance experience.
• In-depth understanding of personal insurance products and terminology.

Responsibilities

• Manage and retain a book of personal lines clients and identify growth opportunities.
• Prepare proposals and present recommendations to clients.
• Collaborate with underwriters and carriers to ensure coverage needs are met and policies are compliant.

Skills

MS Office Suite

Exceptional telephone demeanor

Confidentiality

Customer service

Strong communication

Education

Bachelor’s degree in business or finance

Tools

AMS360

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.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.#LI-KM1Teammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy ServicesBeyond 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 StatementBrown & 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 YourselfAs 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”.