Account Manager- Personal Lines

Brown & Brown Insurance

Carmel, IN

Job Category: Client Support

Division: Retail

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Job Summary

Brown & Brown is a unique, decentralized, publicly traded organization which has grown to be the sixth largest insurance intermediary in the country. With over 75 years of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders. Through our four business segments (Retail, National Programs, Wholesale Brokerage, and Services), Brown & Brown provides risk management solutions to businesses, corporations, governmental institutions, professional organizations, trade associations, families, and individuals.

There are no employees at Brown & Brown – only Teammates. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our company culture rewards self-starters and those who are committed to always doing what is best for their customers. With Brown & Brown you will be introduced to a career with virtually unlimited possibilities and will have access to the training, the mentoring and the tools you need to succeed.

We are currently seeking an experienced Personal Lines Account Manager to join our team in Carmel, IN. Candidates should be comfortable working in a team setting, and be willing to go above and beyond to provide clients with excellent service!

Essential job duties and responsibilities include:

  • 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

  • At least three years in a Personal Lines Account Management position
  • Property & Casualty Insurance license (must be held for IN at minimum, additional states preferable
  • Associates or Bachelors Degree strongly preferred
  • Proficiency with Microsoft Office software – Strong Excel, Outlook, and Word skills

Salary Range

40,000-50,000

Contact

Raegan Osborn

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