Strategic Private Client Advisor for Growth & Retention

Brown & Brown

Roseville (CA)

In loco

USD 90.000 - 100.000

Tempo pieno

2 giorni fa

Candidati tra i primi

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Vantaggi offerti da questo lavoro

Health benefits

401k

Student loan assistance

Tuition reimbursement

Mental health & wellness

Paid time off

Descrizione del lavoro

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.

Competenze

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.

Mansioni

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.