Brown & Brown · 1 week ago
High Net Worth Account Manager
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
Required
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
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
Preferred
Minimum 1 year experience in a similar position
Working knowledge of AMS360 and ImageRight
Benefits
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.
Company
Brown & Brown
Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-10-07
The Motley Fool
2025-10-06
2025-10-02
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