Logo
Brown & Brown

Personal Lines Client Account Manager

Brown & Brown, Carpinteria, California, us, 93014

Save Job

Overview 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 s eeking a

Personal Lines Account Manager

to join our growing team in

Carpinteria, CA or our Irvine, CA

location.

The Personal Lines Account Manager will maintain, and service assigned accounts and assist in expanding accounts in the Personal Lines Department.

Responsibilities

Prepare and process evidence of insurance and issue binders as necessary

Maintain tasks in system for correspondence/requests

Maintain future and agency expiration reports for book of business

Review and process agency bill renewal policies, endorsements, and cancellations

Remarket and quote the renewals of assigned accounts as required

Prepare agency bill renewal offers and/or invoices on a timely basis

Enter all required data into the system to maintain current file data on all assigned accounts in accordance with the current system requirements and procedures

Maintain a favorable relationship with clients, producers, and referral contacts

Maintain up to date knowledge of the various carriers’ rating plans, programs, manuals and company drawers – as per the specific assignment of carriers

Develop and maintain strong technical knowledge of personal lines coverages and rating along with your license(s)

Licenses & Certifications

Active Property & Casualty Insurance License is required.

Skills & Experience to Be Successful

High school diploma or equivalent

2 yrs of insurance experience preferred

Proficient with MS Office Suite

Ability to maintain a high level of confidentiality

Pay Range $31.25 - $40.87 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being 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.

Not reflective of all benefits. 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.

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”.

#J-18808-Ljbffr