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Personal Lines Account Manager

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Brown & Brown UK

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Location:
United States , Dedham

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

26.44 - 38.46 USD / Hour
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Job Description:

The Personal Lines Account Manager is responsible for providing exceptional customer service to clients, managing an assigned book of business, soliciting new business and rounding accounts and supporting Producer-led new business. Account Managers analyze the personal insurance needs of their clients and recommend suitable insurance products.

Job Responsibility:

  • Manage and retain existing book of business
  • Continuously achieve all audit and performance standards as outlined by leadership
  • Follow-up to address customer needs and resolve any problems or issues
  • Manage and maintain agency management system with current required information and documents on an ongoing basis, including all IO requirements
  • Process daily mail and tasks, including faxes and e-mail, for assigned accounts
  • Answer and process all telephone requests for assigned accounts
  • Prepare billings and/or invoices on a timely basis
  • Responsible for the end to end client service process such as, marketing, updating agency management system with final required documents
  • Review daily, weekly, monthly reports such as expiration and daily downloads
  • Prepare customer renewals, including proposals and presentations while ensuring agreement with customer’s requests / requirements

Requirements:

  • Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
  • High school diploma
  • Strong technical knowledge of the industry of expertise currently being targeted
  • Proficient with MS Office Suite
  • Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
  • Exceptional telephone demeanor
  • Ability to maintain a high level of confidentiality

Nice to have:

  • Associate’s or bachelor’s degree
  • 2+ years experience in a similar position
What we offer:
  • 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

Additional Information:

Job Posted:
February 20, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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