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.
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.
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.
WHAT YOU'LL DO:
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Establish positive working relationships with customers for account retention.
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Keep producer and management informed of real or potential problems.
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Oversee complex service and claim issues.
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Coordinate premium finance accommodations with Accounting and Management.
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Utilize agency automation with a high level of knowledge and proficiency.
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Prepare policy orders to the successful carrier, binding and invoicing as appropriate.
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Check carrier issued policies for accuracy. Inform carrier and client of forthcoming corrections.
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Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.
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Initiate endorsements, binders, certificates, invoices, automobile identification cards, and similar items.
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Maintain account files, overseeing that documents are placed into appropriate sections when not documented via automated database.
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Order cancellations where requested or required.
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Assist in clearing omitted items, account differences, and commission differences.
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Correspond with markets and clients, accompanying producers on visits as requested.
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Maintain knowledge of approved rates by the respective carriers, and be able to explain the rating of any policy.
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Negotiate with company underwriters.
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Prepare complete and accurate submissions for remarkets.
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Prepare and/or modify quotations when required.
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Control agency billed lists.
WHAT YOU'LL NEED:
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Florida 2-20 Property & Casualty license preferred.
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2+ years’ experience as an account manager specializing in Private Client
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Effective experience of computer and Microsoft Office Products, especially Word, Excel, and Outlook
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Ability to daytime travel (60%)
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This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position
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Experience with Agency Management System (AMS360) preferred
WHAT WE OFFER:
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Excellent growth and advancement opportunities
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Competitive pay based on experience
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Paid Time Off (PTO)
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Generous benefits package: health, dental, vision, 401(k), etc.
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Employee Stock Purchase Plan
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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