Senior Private Client Relationship & Growth Advisor

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

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