Personal Lines Insurance Advisor | Client Growth & Service

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

Benefits offered by this job

Health Benefits

Financial Benefits

Mental Health & Wellness

Paid Time Off

Job summary

Brown & Brown in Grand Rapids is seeking a Personal Lines Client Account Manager to service an assigned book of business, advise clients on exposures, and provide optimal insurance solutions. You will respond to policyholder and carrier inquiries by phone, email or in person and manage service requests with accuracy.

The role requires strong communication, organizational skills and a proactive approach to client retention, cross-selling, and maintaining renewal policies.

Qualifications

• High School diploma or GED.
• 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 in a business or financial-related discipline.
• Insurance Designation (CPRIA, CISR, CIC, ARM).

Responsibilities

• Write all new business policies.
• Maintain and service all renewal policies.
• Assist insureds with all service needs (questions, changes, cancellations, etc).
• Identify competitive carriers for remarketing existing business to help with account retention.
• Account round existing clients, and cross sell other departments within the organization.
• Ensure all quotes are accurate and complete prior to being proposed.
• Develop and maintain client relationships to identify changing needs in account coverage.
• Actively seek out new business referrals: current clients, friends, family, teammates etc.
• Responsible for documentation control (scanned, paper, electronic, verbal, etc).
• Knowledge of Quality Control Compliance standards for department.
• Maintain a commitment to personal and professional growth and development.

Skills

Planning & organizing

Interpersonal skills

Written & oral communication

Problem solving

Quality control

Adaptability

Education

High School diploma or GED

Associate or bachelor’s degree (business/financial)

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, advise clients on exposures, and provide optimal insurance solutions. You will respond to policyholder and carrier inquiries by phone, email or in person and manage service requests with accuracy.

The role requires strong communication, organizational skills and a proactive approach to client retention, cross-selling, and maintaining renewal policies.