Personal Lines Account Manager

Brown & Brown Insurance

Carpinteria, CA

Job Category: Client Support

Division: Retail

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Job Summary

Brown & Brown of Santa Barbara is currently seeking an Account Manager for their Personal Lines group in Carpinteria. The Account Manager functions in a support capacity to the Sales Producer by performing duties requiring a high degree of technical expertise. This position requires the ability to work autonomously in performing duties requiring extensive knowledge and understanding of the insurance field. This position is characterized by the exercise of discretion and independent judgment in organizing, scheduling and performing the work generated by the portion of the book of business you have been assigned to. Responsible for day-to-day direction of Account Administrators. This position works closely with the producer to develop new business opportunities and provides high level renewal support, including renewal and new business client facing meetings.

Required Skills

• Provides guidance regarding the operation and workflow of support unit in accordance with Brown & Brown policies and procedures.
• Performs all clerical duties related to coverage including processing of endorsements; checks policies and endorsements for agreement with initial application or request; invoices agency bill renewals, endorsements, and policies
• Sets up client files; performs required file maintenance; maintains various suspense systems and conducts follow-ups when appropriate, including premium follow-up in accordance with Brown & Brown standard procedures.
• Contacts client by phone, or written correspondence; screens incoming correspondence and acts on it as required.
• Informs Personal Lines Manager of unusual activity on any accounts, handles routine incoming calls; answers questions regarding client coverage and limits for Claims Department
• Markets new and/or renewal business, compares quotes and conducts rate comparisons and makes recommendations regarding placement of business
• Performs client service calls on accounts
• Any other job-related duties as may be assigned.

Education and Experience:
• High School Diploma, Bachelor’s degree preferred
• Proficient with MS Office Suite
• Exceptional telephone demeanor
• Active P&C License
• 2+ years’ experience in a similar position

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