Personal Insurance Account Manager

• Develop and maintain proactive communications with customers and underwriters
• Analyze customer’s loss exposures and determine coverage needs
• Prepare proposals and meet with customers to present recommendations
• Annual revenue (commission) generation through cross-selling, account rounding, and new business
• Assist customers with day-to-day questions, coverage changes, billing issues, etc.
• Complete all policies and underwriting specifications on accounts
• prepare all accompanying documentation and analysis
• Prepare policy renewals and endorsements, account updating, and billing
• Develop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc.
• Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge
• Foster and seek relationships with teammates across all levels of Brown & Brown
• Ensure compliance with government agencies and corporate policies and procedures
• Always conduct the highest level of confidentiality

• Washington and relevant non-resident P&C licenses
• CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe (preferred)
• 3+ years’ high net worth Personal Lines experience
• Experience with Surplus Lines placement and workflows
• Established relationships with carriers specializing in Private Client offerings (Chubb, Pure, AIG, etc.)
• Exceptional customer service and interpersonal skills
• Ability to accurately and responsibly interpret technical and complex information
• Proficiency in Microsoft Office 365
• Acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are a requirement of this position

CAPI, CPRM, and/or CPRIA designation

• Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• ESPP
• 401k
• Student Loan Assistance
• Tuition Reimbursement
• Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts