Professional Lines Account Manager

001 Brown & Brown, Inc; Orange (CA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health Benefits including Medical/Rx, Dental, and Vision

401(k) with company match

Paid Time Off and Holidays

Job summary

001 Brown & Brown, Inc is looking for a Professional Lines Account Manager in Orange, California. This role will manage all aspects of account service plans and develop client relationships for professional liability insurance.

Applicants should have a valid California P&C Insurance License and at least 15 years of experience in professional liability insurance. This position offers a competitive salary range of $90,000 to $120,000 annually along with a comprehensive benefits package.

Qualifications

• 15 years’ experience in Professional Liability Insurance is required.
• 7 years’ experience in an Account Manager or similar position is required.
• Ability to maintain a high level of confidentiality.

Responsibilities

• Manage and develop client relationships for professional liability insurance.
• Build and strengthen relationships with existing clients.
• Plan and organize meetings related to client service plans.

Skills

Valid California P&C Insurance License

15 years' experience in Professional Liability Insurance

Strong technical skills including agency management systems

Proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook)

Education

Bachelor’s degree with experience in financial institutions E&O and D&O

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.

Position Overview

This is a Professional Lines Account Manager position that manages all aspects of account service plans while continually developing client relationships for professional liability insurance. Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required.

Essential Duties & Functions

Build and strengthen relationships with existing clients. Develop an understanding of their business, provide a consultative approach to manage their professional liability risks, and uncover ways to better serve their needs.

Develops and oversees service plans for each client determining and understanding their needs and requirements. Ensures proper resources from within the office are involved with the client.

Plans, organizes and leads internal meetings related to the service plan. Plans, organizes and leads client meetings.

Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business. Coordinates and monitors the marketing of accounts; negotiates terms and pricing with carriers.

Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; reviews the work product of Account Specialists to ensure accurate and timely completion.

Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts. Monitors utilization of on-line processing systems.

Plans and organizes periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable). Reviews large loss notices and DISCLAIMERS; brings potential issues to attention of Producer and CalSurance management immediately.

Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation. Reviews the work of Account Specialists and ensures the accuracy of all account level financial records/reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc.

Keeps management apprised of developing opportunities and risks with client accounts.

Other duties may be assigned.

Qualifications

• Valid California P&C Insurance License
• 15 years’ experience in Professional Liability Insurance
• 7 years’ experience in an Account Manager (or similar) position with proven ability to develop and further client relationships
• Strong technical skills including proficiency with agency management systems
• Proven track record working with large, complex accounts
• Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required.
• Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook
• Ability to maintain a high level of confidentiality
• Acceptance of travel and maintenance of motor vehicle record and insurance coverages.

Pay Range

Annual: $90,000.00 - $120,000.00.

Benefits & Total Well-Being

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP, 401(k), Student Loan Assistance, Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Additional benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Enrollment waiting periods or eligibility criteria may apply. Benefit details may vary by subsidiary or location.

Equal Opportunity Employer

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".