Private Client Relationship Manager

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

Vantaggi offerti da questo lavoro

Health benefits (Medical/Dental/Vision

401k plan

Employee Tuition Reimbursement

Paid time off and holidays

Mental health resources

Descrizione del lavoro

Brown & Brown in Irvine, CA seeks a Private Client Relationship Manager to grow and service a book of personal lines clients as a strategic advisor on coverage and renewal opportunities. You will partner with producers on marketing initiatives, educate clients on protections, and drive cross-sell to support enterprise growth.

Responsibilities include building strong client relationships, documenting communications in the agency management system, and coordinating with carriers to renew and quote

Competenze

• 5+ years' Personal Lines client management experience.
• Valid P&C broker's license.
• College degree preferred.
• Industry designations preferred: CAPI, CPRIA, CIC or similar.
• Proficient with AMS 360, WorkSmart and EPIC.
• Excellent verbal and written communication skills.
• Strong organization and time-management abilities.

Mansioni

• Build and maintain constructive relationships with clients and carriers.
• Actively service and retain existing accounts to reduce risk.
• Document client communications and files in the agency management system.
• Respond to inquiries and service requests within timelines.
• Support renewal activities and retention of business.
• Analyze coverage and coordinate with producers on recommendations.
• Prepare carrier renewals and quote coverage options.
• Collaborate with PCS Leaders on account rounding and marketing initiatives.
• Perform other duties as assigned by regional leadership.

Conoscenze

Communication

MS Office

Time management

Relationship management

Formazione

College degree preferred

CAPI designation

CPRIA designation

CIC designation

Strumenti

AMS 360

WorkSmart

EPIC

Descrizione del lavoro

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

The Private Client Relationship Manager will fulfill an integral role in developing cohesive relationships with clients by serving as a strategic advisor for coverage related inquiries and analysis, driving renewal efforts, and partnering with producers on prospective marketing initiatives. Additionally, this role will help to educate clients regarding their protection limitations and opportunities and help drive enterprise growth through cross-sell and up-sell initiatives.

Primary Responsibilities and Duties:

• 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

Requirements and Qualifications:

• 5+ years' Personal Lines client management experience
• Valid P&C brokers' license
• College degree preferred
• Industry specific designations preferred- CAPI, CPRIA, CIC or similar
• Proficient in insurance agency management systems: AMS 360, WorkSmart and EPIC preferred
• Extensive knowledge of Private Client underwriting, coverage and procedures
• Ability to clearly articulate these products/coverages to clients and underwriters
• Understanding of marketplace trends and best practices to best meet clients' needs
• Possess excellent verbal and written communication skills
• Demonstrate proficiency in computer applications, especially Microsoft Office Suite
• Flexible and able to work effectively under pressure; handling multiple tasks with interruptions and changing priorities
• Exceptional organization and time-management skills

Pay Range

$90,000 - $100,000 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".