Private-Client Insurance Account Associate

001 Brown & Brown, Inc; New York (NY); Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Paid time off

Holidays

Employee discounts

Job summary

Brown & Brown, Inc. is seeking an Assistant Account Manager to support a high-net-worth personal lines/private client book, nurture client relationships, and identify growth opportunities.

You will be the primary point of contact for clients, ensuring their insurance needs are met and delivering exceptional service in a fast-paced brokerage environment. The role includes renewals, endorsements, and policy changes, collaborating with underwriters to secure optimal coverage and cross-selling

Qualifications

• Bachelor's degree required in Business, Finance, or related field.
• 1–5 years of experience in high-net-worth personal lines/private client insurance account management or similar client-facing role.
• Proven ability to build and maintain strong client relationships.
• Excellent communication, negotiation, and presentation skills.

Responsibilities

• Develop and maintain strong, long-term relationships with assigned clients, acting as their trusted advisor.
• Manage a portfolio of commercial insurance accounts, including renewals, endorsements, and policy changes.
• Assess client needs and recommend appropriate insurance products and services.
• Prepare and present insurance proposals, ensuring accuracy and competitiveness.
• Collaborate with underwriters and internal teams to secure optimal coverage for clients.
• Conduct regular account reviews to ensure client satisfaction and identify cross-selling opportunities.
• Resolve client inquiries and issues promptly and professionally.
• Stay informed about industry trends, market conditions, and competitor activities.
• Participate in professional development to enhance insurance knowledge and skills.
• Maintain accurate client records in the agency management system.

Skills

Client relationship management

Communication skills

Negotiation skills

Presentation skills

Analytical thinking

Teamwork

MS Office proficiency

Education

Bachelor's degree in Business/Finance or related field

Tools

Applied Epic

AMS360

Microsoft Office

Job description

Brown & Brown, Inc. is seeking an Assistant Account Manager to support a high-net-worth personal lines/private client book, nurture client relationships, and identify growth opportunities.

You will be the primary point of contact for clients, ensuring their insurance needs are met and delivering exceptional service in a fast-paced brokerage environment. The role includes renewals, endorsements, and policy changes, collaborating with underwriters to secure optimal coverage and cross-selling