Personal Lines Insurance Advisor & Client Growth

Brown & Brown; Grand Rapids (MI); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

Health Benefits

401k

Student Loan Help

Tuition Reimbursement

Mental Health Services

Paid Time Off

Holidays

Employee Discounts

Job summary

Brown & Brown in Grand Rapids is seeking a Personal Lines Client Account Manager to service an assigned book of business, identify exposures, and provide insurance solutions as the clients' advisor.

You will manage new business, renewals, and client inquiries while identifying cross-sell opportunities across departments. The role emphasizes service, accuracy, and relationship building to drive retention and growth.

Qualifications

• High School diploma or GED required.
• 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.
• Associate or bachelor’s degree preferred.
• Insurance designation (CPRIA/CISR/CIC/ARM) preferred.

Responsibilities

• Write all new business policies.
• Maintain and service all renewal policies.
• Assist insureds with service needs (questions, changes, cancellations).
• Identify competitive carriers for remarketing existing business to aid retention.
• Account round existing clients and cross-sell other departments.
• Ensure quotes are accurate and complete before proposals.
• Develop and maintain client relationships to identify changing needs.
• Actively seek out new business referrals from existing clients and networks.
• Manage documentation (scanned, paper, electronic, verbal).
• Adhere to quality control and compliance standards; pursue growth and development.

Skills

Planning/organizing

Decision making

Interpersonal skills

Team collaboration

Written and oral communication

Problem solving

Quality control

Adaptability

Education

High School diploma or GED

Associate or bachelor’s degree (preferred)

Insurance designation (CPRIA/CISR/CIC/ARM)

Tools

MS Office Suite

Agency management systems

Job description

Brown & Brown in Grand Rapids is seeking a Personal Lines Client Account Manager to service an assigned book of business, identify exposures, and provide insurance solutions as the clients' advisor.

You will manage new business, renewals, and client inquiries while identifying cross-sell opportunities across departments. The role emphasizes service, accuracy, and relationship building to drive retention and growth.