Private Client Account Manager
Brown & Brown · Fort Lauderdale, FL · 2 wk ago
Business DevelopmentFull-time
About the role
Join our growing team in Ft. Lauderdale, FL as a Private Client Account Manager. You will work closely with the producer to service new and existing accounts, maintain agency retention goals, and uphold service standards. Consistent client communication will solidify agency relationships, and you will present renewals to clients.
Responsibilities
- Establish positive working relationships with customers to ensure account retention.
- Maintain excellent organizational and time management skills.
- Work closely with producers to retain accounts and occasionally accompany them at meetings.
- Review and analyze policies, endorsements, forms, and rates for accuracy; recommend changes or amendments.
- Review upcoming renewals and determine which accounts warrant a remarket.
- Manage a book of business and initiate annual policy reviews with clients.
- Control direct bill and agency billed renewal lists.
- Answer day-to-day client questions by phone and email.
- Maintain knowledge of carrier guidelines and appetite.
- Prepare complete and accurate submissions for remarkets and modify quotes as needed.
Requirements
- High school diploma (required).
- Proficient with MS Office Suite.
- 2 years of service experience in the insurance industry.
- 2-20 state license (required).
Qualifications
- Associate or bachelor's degree (preferred).
- Industry software experience (preferred).
Benefits
We focus on the total well-being of our teammates, offering benefits beyond the standard:
- 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.
Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.