Private Client Account Manager (Fort Lauderdale)

Brown & Brown

is seeking a

Personal Lines Account Manager

for our team in

Fort Lauderdale, Florida

to 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.

WHAT YOU’LL DO: 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.

WHAT YOU'LL NEED: High school diploma Proficient with MS Office Suite 2 years of service experience in the insurance industry 2-20 state license Preferred Associate’s or Bachelor’s degree Industry software experience