Now Hiring - Private Client Insurance - Personal Lines Account Manager in Estero, FL

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 Private Client Account Manager for our team in Naples & Fort Myers, Florida.

The purpose of this position is:

• To provide high quality service for the clients, always maintaining a pleasant and helpful attitude towards the insured.
• To make every effort to retain business.
• To assist producers with opportunities for new business and cross selling, account rounding and upgrading coverages on existing accounts as appropriate.
• To assist in the growth and profitability of personal lines.

WHAT YOU’LL DO:

• Rate and prepare quotations as required.
• Mail Binders and ID cards to insureds.
• Mail or fax application to company and suspend for receipt of policy.
• Handle client telephone and mail requests for information, endorsements, cancellations and other services as required.
• Request endorsements as required.
• Assist with accounts receivable control.
• Document all conversations with insured and/or other interested parties.
• Complete policy rewrites when necessary.
• Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company.
• Maintain and update the AMS/IMAGE RIGHT database timely and accurately.
• Review, with producers, renewal list of policies expiring in the prescribed time frames to determine appropriate actions.
• Inform company and client of errors in policies or endorsements
• Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits.
• Review Exposure Checklist with Producer and request changes as necessary.
• Attend client meetings with the producer when necessary.
• Maintain current state license.
• Attend appropriate classes and seminars.
• Sit for examinations as required.
• Setup and maintain agency files as required.
• Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally preformed.

WHAT YOU'LL NEED:

• 2-20 required, 4-40 will be considered.
• Knowledge of customer service functions such as rating, marketing, claims handling and coverage information.
• Strong commitment to service for the agency’s clients.
• Effective written and verbal communication skills.
• Effective and efficient use of computer and related equipment.
• Industry designations are promoted and funded by the agency.

WHAT WE OFFER:

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Paid Time Off (PTO)
• Generous benefits package: health, dental, vision, 401(k), etc.
• Employee Stock Purchase Plan

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Job Type: Permanent

Pay: $35,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Supplemental pay types:

• Bonus pay
• Commission pay

Weekly day range:

• Monday to Friday
• No weekends

Work setting:

• Office

Education:

• Associate (Required)

License/Certification:

• Insurance 2-20 or 4-40 license? (Required)

Work Location: Multiple Locations