Private Client Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

We're excited to continue solidifying that foundation as we are looking for a Private Client Account Manager to join our growing team in West Palm Beach, FL!

The Account Manager will handle a client portfolio and work with producers/sales professionals and teammates to service new and existing clients, help maintain positive client relationships, and provide high quality of service to assigned accounts with a focus on the profitability of the business to the agency. 

How You Will Contribute

• Build, expand, and solidify relationships with customers at all levels within the company and lead appropriate resources to address the customer’s needs – including risk identification and resolution of underwriting or policy issues.
• Process daily mail, faxes, and e-mails, for assigned accounts.
• Enter all required data into AMS 360 and Image Right to maintain current file data on all assigned accounts.
• Renewal marketing, including quoting, of assigned personal lines risks.
• Prepare and process binders of insurance, policies, endorsements, evidence of property insurance, auto ID cards, and cancellations as defined in the company procedure manual.
• Maintain suspense or follow-up system for correspondence and all transactions.
• Prepare agency-billed billings and/or invoices on a timely basis.
• Advice accounting of the appropriate posting of money received on assigned accounts.
• Assist in the collection of premiums as defined in the procedure manual.
• Develop and maintain working relationships with the various company underwriters.
• Maintain up-to-date knowledge of the various carriers’ rating plans and programs.
• Maintain knowledge of the carrier’s coverage
• Maintain favorable relationships with customers, producers, and employees.
• Develop and maintain strong technical knowledge of personal line coverages and trends.

Licenses and Certifications:

• Active Property & Casualty 2-20 License

Skills & Experience to Be Successful

• 2-4 years in a similar role
• Strong negotiation and problem-solving skills
• Strong organization and prioritizing skills
• Ability to initiate and foster customer rapport.
• Proficiency in Microsoft Office 365
• Familiarity with AMS 360 and image right preferred

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.

The Power to Be Yourself  

We are an Equal Opportunity Employer. Brown & Brown is 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”.