Personal Lines Account Manager jobs in United States
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Brown & Brown · 4 days ago

Personal Lines Account Manager

Brown & Brown is seeking a Personal Lines Account Manager to join their growing team in Dedham, MA. The Personal Lines Account Manager is responsible for providing exceptional customer service, managing an assigned book of business, and analyzing clients' personal insurance needs to recommend suitable products.

Insurance

Responsibilities

Manage and retain existing book of business
Continuously achieve all audit and performance standards as outlined by leadership
Follow-up to address customer needs and resolve any problems or issues
Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements
Process daily mail and tasks, including faxes and e-mail, for assigned accounts
Answer and process all telephone requests for assigned accounts
Prepare billings and/or invoices on a timely basis
Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents
Review daily, weekly, monthly reports such as expiration and daily downloads
Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements

Qualification

Insurance Producer licenseCustomer serviceMS Office SuiteAgency management systemTelephone demeanorOffice equipment proficiencyConfidentiality

Required

Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
High school diploma
Strong technical knowledge of the industry of expertise currently being targeted
Proficient with MS Office Suite
Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
Exceptional telephone demeanor
Ability to maintain a high level of confidentiality

Preferred

Associate's or bachelor's degree
2+ years experience in a similar position

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

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Brown & Brown delivers risk management solutions to help protect and preserve what our customers value most.

Funding

Current Stage
Late Stage

Leadership Team

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Joel Eubank
COO/CFO Dealer Services
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Kadir Edghill , CPA, MBA
CFO - Arrowhead Programs Division
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