Personal Lines 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 s eeking a Personal Lines Account Manager to join our growing team in Carpinteria , CA or our Irvine, CA location.

The Personal Lines Account Manager will maintain, and service assigned accounts and assist in expanding accounts in the Personal Lines Department.

How You Will Contribute :

• Prepare and process evidence of insurance and issue binders as necessary

• Maintain tasks in system for correspondence/requests

• Maintain future and agency expiration reports for book of business

• Review and process agency bill renewal policies, endorsements, and cancellations

• Remarket and quote the renewals of assigned accounts as required

• Prepare agency bill renewal offers and/or invoices on a timely basis

• Enter all required data into the system to maintain current file data on all assigned accounts in accordance with the current system requirements and procedures.

• Maintain a favorable relationship with clients, producers, and referral contacts

• Maintain up to date knowledge of the various carriers' rating plans, programs, manuals and company drawers - as per the specific assignment of carriers

• Develop and maintain strong technical knowledge of personal lines coverages and rating along with your license(s)

Licenses and Certifications:

• Active Property & Casualty Insurance License is required .

Skills & Experience to Be Successful :

• High school diploma or equivalent

• 2 yrs of insurance experience preferred

• Proficient with MS Office Suite

• Ability to maintain a high level of confidentiality

Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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".