What are the responsibilities and job description for the Personal Lines Account Manager position at Bridge Specialty Group?
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Brown & Brown is seeking a Personal Lines Account Manager to join our growing team in Phoenix, Arizona!
The Personal Lines Account Manager serves as the primary point of contact for clients, managing all aspects of service for an assigned book of business. This role involves day-to-day account management duties, including but not limited to policy renewals, marketing coordination, billing inquiries, processing endorsements, and issuing relevant documentation. The Account Manager is also responsible for fulfilling all responsibilities detailed in the “Roles and Responsibilities” addendum of the job description.
How You Will Contribute
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
Brown & Brown is seeking a Personal Lines Account Manager to join our growing team in Phoenix, Arizona!
The Personal Lines Account Manager serves as the primary point of contact for clients, managing all aspects of service for an assigned book of business. This role involves day-to-day account management duties, including but not limited to policy renewals, marketing coordination, billing inquiries, processing endorsements, and issuing relevant documentation. The Account Manager is also responsible for fulfilling all responsibilities detailed in the “Roles and Responsibilities” addendum of the job description.
How You Will Contribute
- Service and maintain a book of business.
- Provide direct customer service support for personal lines clients.
- Maintain accurate and timely documentation of communications and insurance documents as required.
- Follow carrier underwriting guidelines to remarket existing clients based on their unique exposures and individual coverage needs.
- Stay current on industry changes through continuing education classes throughout the year.
- Be a mentor to fellow teammates and be willing to participate in peer training.
- Develop and foster quality relationships with clients and teammates.
- Review, analyze and resolve policy and coverage-related concerns for clients.
- Consistently meet all Brown & Brown established quality control Procedures & Timelines and maintain a passing score in all self & corporate audits.
- Compile and create proposals, summaries and additional documents as requested.
- Property & Casualty Insurance License.
- College degree preferred, or an equivalent combination of education and relevant experience.
- 1 years of experience in the insurance industry with a strong emphasis in personal lines insurance. (Preferred)
- Excellent oral and written communication skills.
- Strategic thinker with the ability to act tactically and strong insight into customer needs/wants.
- Proficient with management operating systems that support insurance sales, tracking, and service.
- Proficient with Microsoft Tools, Outlook, Excel, Word, PowerPoint.
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- 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.
The Power To Be Yourself
As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.
