Private Client Relationship Manager

Brown & Brown; Irvine (CA); On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Life Insurance

Job summary

Brown & Brown is seeking a Private Client Relationship Manager in Irvine, CA to develop cohesive client relationships and act as a strategic advisor on coverage inquiries. You will drive renewal efforts, coordinate with producers on marketing initiatives, and educate clients on coverage opportunities.

You will analyze and propose quotes, document communications, and support cross-sell and upsell initiatives while collaborating with PCS Leaders and Producers to strengthen client retention.

Qualifications

• 5+ years’ Personal Lines client management experience.
• Strong verbal and written communication skills.
• Proficient with agency management systems (AMS 360, WorkSmart/EPIC).
• Ability to educate clients on protection options and manage renewals.
• Experience in cross-sell and up-sell initiatives is a plus.

Responsibilities

• Build and maintain relationships with clients; meet service expectations.
• Service and retain existing accounts to mitigate risk.
• Document client communications in the agency management system.
• Respond to inquiries and claims issues within timelines.
• Participate in renewal retention and coverage recommendations.
• Market, analyze and negotiate carrier renewals; prepare options.

Skills

Personal Lines client management

Communication skills

Time management

Microsoft Office proficient

Customer service

Education

College degree preferred

Tools

AMS 360

WorkSmart

EPIC

Job description

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
• 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

Salary Range: $90k

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.

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.

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”