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Private Client Account Manager

Brown & Brown Insurance
Posted 3 days ago, valid for 22 days
Location

Fort Lauderdale, FL, US

Salary

Competitive

Contract type

Full Time

Health Insurance
Paid Time Off
Life Insurance
Disability Insurance
Tuition Reimbursement

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Sonic Summary

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  • Brown & Brown is looking for a Private Client Account Manager in Ft. Lauderdale, FL, to enhance customer service and maintain agency retention goals.
  • Candidates must have a high school diploma, 2 years of service experience in the insurance industry, and a 2-20 state license.
  • The role involves managing client relationships, presenting renewals, and ensuring accuracy in policy documentation.
  • The company offers a comprehensive benefits package that includes health, financial, and mental health support.
  • Salary details are not specified, but the focus is on fostering a meritocratic and inclusive work environment.

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 aĀ Private Client Account ManagerĀ to join our growing team in Ft. Lauderdale, FL.   

To work closely with the producer to service new and existing accounts. Maintain Agency retention goals and service standards. Keep in touch with clients consistently to solidify agency relationships. Present renewals to clients.Ā 

   

How You Will Contribute:   

  • Establish positive working relationships with customers for account retention.Ā 

  • Maintain excellent organizational and time management skills.Ā 

  • Work closely with producers to retainaccounts andoccasionallyaccompany producersĀ atĀ meetings as needed.Ā 

  • Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.Ā 

  • Review upcoming renewals and determine which accounts warrant a remarket. Ā 

  • Manage a book of business and initiate annual policy reviews with clients.Ā 

  • Control direct bill and agency billed renewal lists.Ā 

  • Answer day-to-day client questions by phone and email.Ā 

  • Maintain knowledge of carrier guidelines and appetite. Ā 

  • Prepare complete and accurate submissions for remarkets and modify quotes as needed.Ā 

Ā 

Skills & Experience to be Successful:  

Required:Ā 

  • High school diplomaĀ 

  • Proficient with MS Office SuiteĀ 

  • 2 years of service experience in the insurance industryĀ 

  • 2-20 state licenseĀ 

Ā 

Preferred:Ā 

  • Associate or bachelor's degreeĀ 

  • Industry software experienceĀ 

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 InsuranceĀ Ā 
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementĀ 
  • Mental Health & Wellness: Free Mental Health &Ā Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.Ā 

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.


Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be YourselfĀ Ā 

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, ā€œThe Power to Be Yourselfā€.Ā 




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By applying, a Brown & Brown Insurance account will be created for you. Brown & Brown Insurance's Privacy Policy and Terms & Conditions will apply.

SonicJobs' Terms & Conditions and Privacy Policy also apply.