Jobs and Careers

Private Client Account Manager

West Palm Beach, United Statesfull_timeVerifiedPosted 22 May 2024

About the role

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

It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. 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.

Who We Are: Brown & Brown, Inc. is a growing global insurance brokerage firm delivering risk management solutions and services since 1939. Our unique culture is built on honestly, integrity, innovation and discipline and defines who we are and how we treat our customers, teammates and the communities we serve. We think of ourselves as a team, so we have teammates---not employees. We prioritize health, family, and business---in that order. We embrace and celebrate diversity, always striving to be an inclusive place where you have the power to be yourself. Traded on the New York Stock Exchange as BRO, Brown & Brown is a big company that doesn’t act like one.

Who We Are Looking For: We are looking for passionate team players who believe in working hard and having fun in a collaborative environment. Our team is customer-focused and values the importance of strong relationships, professionalism, and trust. We embrace solutions-oriented big thinkers who are committed to results and aren’t afraid to take risks. We are driven to set goals high and aim even higher.

General Responsibilities:

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.
Answer and process all telephone requests for assigned accounts.
Enter all required data into AMS 360 and Image Right to maintain current file data on all assigned accounts.
Gather the required information for quoting a new account/new line of business.
Complete a personal risk management evaluation for the customer.
Underwrite, quote, and propose new business to customers.
Issue policies in adherence to company underwriting guidelines and Brown & Brown policies.
Review new applications, renewal requests, and endorsements for adherence to underwriting authority and guidelines as established by the company’s carriers.
Maintain expiration records.
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.
Meet with customers as needed.
Perform clerical functions.