Private Client Account Manager

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 Fort Lauderdale, Florida t o 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.

How You Will Contribute:

• Establish positive working relationships with customers for account retention.
• Maintain excellent organizational and time management skills.
• Work closely with producers to retain accounts, and occasionally accompany producers on meetings as needed.
• Review and analyze policies, endorsements, forms, and rates for accuracy, recommending changes or amendments.
• Review upcoming renewals and determine which accounts warrant a remarket.
• Manage a book of business and initiate annual policy reviews with clients.
• Control direct bill and agency billed renewal lists.
• Answer day to day client questions by phone and email.
• Maintain knowledge of carrier guidelines and appetite.
• Prepare complete and accurate submissions for remarkets and modify quotes as needed.
• Correspond with carrier partner underwriters.
• Assist clients with their claims process and handling.
• Adhere to established personal lines standards and procedures.
• Prepare bind request, binding and invoicing as appropriate.
• Check carrier issued policies for accuracy. Inform carrier and client of forthcoming corrections.
• Initiate endorsements, binders, certificates, invoices, automobile identification cards, and similar items.
• Maintain account files and document the management system accordingly.
• Order cancellations where requested or required.
• Assist in clearing omitted items, account differences, and commission differences.

Skills and Experience to be Successful:

• High school diploma
• Proficient with MS Office Suite
• 2 years of service experience in the insurance industry
• 2-20 state license
• Associate's or Bachelor's degree
• Experience with Affluent Market and High Net Worth clients and carriers
• Industry software experience

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

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.

The Power To Be Yourself

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, "The Power to Be Yourself".