Private Client Relationship Manager

Brown & Brown; Roseville (CA); On-site; USD 90,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health & wellness

Paid time off

Job summary

Brown & Brown is seeking a Private Client Relationship Manager to develop cohesive client relationships, act as a strategic advisor on coverage inquiries, drive renewal efforts, and collaborate with producers on marketing initiatives.

The role educates clients on protection opportunities, supports enterprise growth through cross-sell, and partners with teams to fulfill client needs. Strong communication and organization are essential.

Qualifications

• 5+ years’ Personal Lines client management experience.
• Valid P & C broker license.
• College degree preferred.
• Industry designations preferred— CAPI, CPRIA, CIC or similar.
• Proficient in AMS 360, WorkSmart and EPIC.
• Extensive knowledge of Private Client underwriting, coverage and procedures.
• Ability to clearly articulate products/coverages to clients and underwriters.
• Understanding of marketplace trends and best practices to meet clients’ needs.

Responsibilities

• Build and maintain constructive relationships with internal and external clients.
• Actively service and retain existing accounts to mitigate risk and exposure.
• Maintain system records of service, marketing, and policy communications.
• Respond to client inquiries, service requests and claims issues within timelines.
• Participate in retention of renewal business.
• Execute coverage analysis and document proposals in the agency management system.
• Interact with Producers and PCS Leaders to make coverage recommendations.
• Market, analyze, negotiate and prepare carrier renewals.

Skills

Verbal and written communication

Time management

Education

College degree preferred

CAPI designation

CPRIA designation

CIC designation

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
• 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.

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”.