Personal Lines Account Manager

Job Summary
Brown & Brown is seeking a dedicated client servicing professional to join our Personal Lines team! This individual will provide superior and friendly service to clients by responding to their inquiries and addressing their needs, by matching them to the products and services our agency provides.
Answer phone calls, assist clients with all service, claims and billing related questions.
Process policy changes, review gaps in coverage, suggest new coverages, and rewrite to protect retention for the agency and provide satisfaction to the client.
Review each renewal to find gaps, areas to round out accounts.
Quote new business and new lines of coverage for existing clients.
Prepare applications, coverage checklists and commission disclaimers for insureds' signatures.
Call clients for review of coverages/suggest new costimators, update file information.
Process and send new policies to clients.
Follow up on Personal Lines Survey letters if applicable.
Issue coverage confirmations when downgrading or removing coverage.
Document phone conversations in Activity Log.
Check all renewals, endorsements, etc. from carrier for accuracy and document in Applied.
Keep record of new, rewritten and cancelled policies by month for manager.
Perform other duties as assigned.
Required Skills
High School Diploma required.
Associate's or Bachelor's degree strongly preferred.
Licensed Property & Casualty in Massachusetts.
2 years' experience in a similar capacity.
Proficiency in the use of Microsoft Word, Excel and PowerPoint.
Salary Range
Negotiable, depending on professional experience
Cydney Bain, Regional Talent Acquisition Professional at email protected
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

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