Personal Lines Client Account Manager Sr

Brown & Brown, Inc.; Phoenix, Northern (AZ, KY); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health benefits

401k

Student Loan Assistance

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown, Inc. in Phoenix, AZ seeks a Sr Personal Lines Client Account Manager to oversee a book of personal lines clients, deliver exceptional service, and drive new business through cross-selling and account rounding.

This hybrid role blends account management with sales; you will mentor junior teammates, liaise with carriers and underwriters, review policies, and stay current with regulatory changes to ensure compliant, high-quality client service.

Qualifications

• Minimum 5 years of personal lines insurance experience.
• Strong understanding of personal insurance products and terminology.
• Ability to build relationships with clients, underwriters, and carriers.
• Excellent telephone and written communication skills.

Responsibilities

• Manage and retain a book of personal lines clients and identify growth opportunities.
• Respond to client inquiries via phone, email, and other channels.
• Maintain proactive communications with clients, underwriters, and carriers.
• Analyze loss exposures and determine coverage needs.
• Prepare proposals and present recommendations to clients.
• Generate new business through cross-selling and account rounding.
• Assist with day-to-day questions, billing issues, and policy changes.
• Review policies, endorsements, renewals, and audits for accuracy.

Skills

Strong client service

Sales and cross-selling

Communication skills

Confidentiality

Mentoring/leadership

Education

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

Arizona P&C license

CISR

CIC

CPRIA

Tools

AMS360

MS Office Suite

Job description

## Personal Lines Client Account Manager SrApply: Hybrid Working: Phoenix, AZ, USA: Full time: Posted Today: R26\\_0000003419Built 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.**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.*