Private Client Account Manager

Brown & Brown is seeking an Account Manager for our Personal Lines Team! This individual's primary responsibility is to provide high quality service for the clients, and always maintain a pleasant and helpful attitude towards the insured while making every effort to retain business. This person will work with Producers for opportunities with new business and cross selling and assist in the growth and profitability of personal lines.

*This role has the opportunity to sit in either Vero Beach or Melbourne, Florida.

WHAT YOU’LL DO:

• Rate and prepare quotations as required.

• Mail Binders and ID cards to insureds.

• Mail or fax application to company and suspend for receipt of policy.

• Handle client telephone and mail requests for information, endorsements, cancellations and other services as required.

• Request endorsements as required.

• Assist with accounts receivable control.

• Complete policy rewrites when necessary.

• Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company.

• Maintain and update the AMS/TAM database timely and accurately.

• Review, with producers, renewal list of policies expiring in the prescribed time frames to determine appropriate actions.

• Inform company and client of errors in policies or endorsements

• Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits.

• Review Exposure Checklist with Producer and request changes as necessary.

• Setup and maintain agency files as required.

• Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally preformed.

WHAT YOU'LL NEED:

• 4-40 Customer Service Representative License required, 220 preferred.

• Knowledge of customer service functions such as rating, marketing, claims handling and coverage information.

• Strong commitment to service for the agency’s clients.

• Effective written and verbal communication skills.

• Effective and efficient use of computer and related equipment.

• Industry designations are promoted and funded by the agency.

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience

• Paid Time Off (PTO)

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

Job Type: Full-time

Pay: From $50,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee stock purchase plan
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Melbourne, FL 32901: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Property & Casualty License (Preferred)

Work Location: One location