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Brown & Brown · 1 month ago

Personal Lines Client Account Manager

Maitland, FL, USA

Full-time

Onsite

Entry Level

1+ years exp

Brown & Brown is seeking a Personal Lines Client Account Manager to join their growing team in Maitland, FL. The role involves providing customer service for client accounts, managing relationships, and ensuring retention of the current book of business.

Insurance

Responsibilities

Build, expand and solidify relationships with clients at all levels within the company and lead appropriate resources to address the client’s needs, including risk and the identification and resolution of underwriting or policy issues

Responsible for retaining the current book of business

Correspond and maintain contact with State Agencies regarding new and renewal business

Responsible for the day-to-day account management of client accounts

Prequalifying and analyzing prospect's coverage needs

Actively soliciting enhancements in coverage (Cross-Selling/Rounding accounts) through sales to existing clients

Seeking Referrals from current client base for new business prospects

Operate a laptop/computer and appropriate software packages or their equivalent

Meet requirements for licensing as directed by the branch/agency

Qualification

PropertyCasualty licenseAMS360ImageRightMS Office SuiteCustomer serviceAccount managementCross-Selling

Required

Property and Casualty license

High school diploma or equivalent

Proficient with MS Office Suite, especially Outlook, Word, Excel, PowerPoint

Routine or periodic travel is required, 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