Private Client Advisor: Growth, Retention & Coverage

Brown & Brown; Santa Rosa (CA); In loco; USD 90.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

401(k) plan

Paid time off

Mental health resources

Descrizione del lavoro

Brown & Brown in Santa Rosa, CA seeks a Private Client Relationship Manager to act as a strategic advisor for coverage inquiries, drive renewals, and collaborate with producers on marketing initiatives.

You will educate clients on protections, manage relationships across a book of business, and support enterprise growth through cross-sell and up-sell while maintaining thorough records and meeting service standards.

Competenze

• 5+ years of Personal Lines client management experience.
• Valid P&C brokers’ license.
• College degree preferred.
• Industry designations such as CAPI, CPRIA, CIC or similar preferred.
• Proficient with AMS 360, WorkSmart and EPIC.
• Strong verbal and written communication skills.
• Excellent organizational and time-management abilities.

Mansioni

• Building and maintaining constructive and effective relationships with internal and external clients by meeting and exceeding service expectations for assigned book of business
• Actively service and retain existing accounts to mitigate client risk and exposure
• Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files in agency management system
• Respond to client inquiries, service requests and claims issues within established timelines
• Participating in the retention of renewal business
• Execute coverage analysis: enlist assistance of other departments when applicable, notify client of coverage gaps, provide client with quotations for additional coverages, and document our proposal in addition to client’s acceptance/declination in agency management system
• Interact with Producers and PCS Leaders to make coverage recommendations and engage in account rounding activities
• Market, analyze, negotiate and prepare carrier renewals, including alternative renewal options
• All other duties assigned by PCS Regional Leader as needed

Conoscenze

Client relationship management

Communication

Time management

Attention to detail

Formazione

P&C broker license

Bachelor's degree preferred

Strumenti

AMS 360

WorkSmart

EPIC

Descrizione del lavoro

Brown & Brown in Santa Rosa, CA seeks a Private Client Relationship Manager to act as a strategic advisor for coverage inquiries, drive renewals, and collaborate with producers on marketing initiatives.

You will educate clients on protections, manage relationships across a book of business, and support enterprise growth through cross-sell and up-sell while maintaining thorough records and meeting service standards.