Personal Lines Client Advisor: Grow & Protect Clients

001 Brown & Brown, Inc; Grand Rapids (MI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision insurance

Life Insurance

Disability Insurance

401k program

Student loan assistance

Tuition reimbursement

Mental health services

Paid time off

Job summary

001 Brown & Brown, Inc. in Grand Rapids, MI seeks a Personal Lines Client Account Manager to service a book of business, identify exposures, and provide insurance solutions as an advisor to clients.

You will write new business, service renewals, and assist insureds with all service needs while maintaining client relationships and pursuing referrals. Strong communication and confidentiality are essential.

Qualifications

• High School diploma or GED required.
• Proficient with MS Office Suite and knowledge of agency management systems.
• Excellent 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.
• Associate or bachelor’s degree in a business or financial-related discipline preferred.
• Insurance Designation (CPRIA, CISR, CIC, ARM) preferred.

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.
• Account round existing clients and cross-sell other departments.
• Ensure all quotes are accurate and complete before proposal.
• Develop and maintain client relationships to identify changing needs.
• Actively seek new business referrals from current clients and networks.
• Documentation control (scanned, paper, electronic, verbal).
• Knowledge of Quality Control Compliance standards for the department.
• Commit to personal and professional growth.

Skills

Planning/organizing

Decision making

Interpersonal skills

Team connectivity

Written and oral communication

Problem solving

Quality control

Adaptability

Education

High School diploma or GED

Associate or bachelor's degree in business/finance

Insurance designation (CPRIA/CISR/CIC/ARM)

Tools

MS Office Suite

Agency management systems

Job description

001 Brown & Brown, Inc. in Grand Rapids, MI seeks a Personal Lines Client Account Manager to service a book of business, identify exposures, and provide insurance solutions as an advisor to clients.

You will write new business, service renewals, and assist insureds with all service needs while maintaining client relationships and pursuing referrals. Strong communication and confidentiality are essential.