Personal Lines Client Assistant Job at Brown & Brown UK (Plano)

Personal Lines Assistant Account Manager

The Personal Lines Assistant Account Manager provides personal lines support in ...

Location

United States , Richmond; Manassas; Virginia Beach

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Associate’s or Bachelor’s degree (preferred)
Industry software experience (preferred)
High school diploma
Proficient with MS Office Suite
Strong organizational skills, including the ability to prioritize, plan work efficiently, and manage time effectively
Excellent oral communication abilities, with clear and effective speaking skills and strong negotiation capabilities
High-quality written communication skills, including proofreading for accuracy, presenting numerical information clearly, and interpreting written materials effectively
Demonstrated commitment to quality control, with strong attention to detail and the ability to review and monitor one’s own work for accuracy and thoroughness
Proven adaptability, with the ability to adjust to changes in the work environment, manage competing demands, and navigate frequent changes, delays, or unexpected events

Job Responsibility

Process and check renewal policies
Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters
Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects
Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals
Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities
Redeliver returned mail and update customer contact information
Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests
Provide back‑up support to other Account Managers as assigned
Maintain favorable relationships with clients, producers, and employees
Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks

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

Fulltime

Personal Lines Technical Assistant

The Personal Lines Technical Assistant provides personal lines support in mainta...

Location

United States , Tallahassee

Salary:

Not provided

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Associate’s or Bachelor’s degree (preferred)
Industry software experience (preferred)
High school diploma
Proficient with MS Office Suite
Strong organizational skills, including the ability to prioritize, plan work efficiently, and manage time effectively
Excellent oral communication abilities, with clear and effective speaking skills and strong negotiation capabilities
High-quality written communication skills, including proofreading for accuracy, presenting numerical information clearly, and interpreting written materials effectively
Demonstrated commitment to quality control, with strong attention to detail and the ability to review and monitor one’s own work for accuracy and thoroughness
Proven adaptability, with the ability to adjust to changes in the work environment, manage competing demands, and navigate frequent changes, delays, or unexpected events

Job Responsibility

Process and check renewal policies
Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters
Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects
Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals
Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities
Redeliver returned mail and update customer contact information
Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests
Provide back‑up support to other Account Managers as assigned
Maintain favorable relationships with clients, producers, and employees
Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks

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

Fulltime

Personal Lines Account Manager

Are you a seasoned personal lines insurance professional specialized in VIP and ...

Location

Canada , Calgary

Salary:

65000.00 - 75000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Level 1 Alberta license, Level 2 preferred
Minimum 3 years experience as a Personal Lines Broker
Experience in High Net Worth and VIP customers in Alberta
Excellent customer service and communication skills
Must be able to work in office full time (Monday to Friday)

Job Responsibility

Assist clients on any inquiries and discuss their insurance needs
Answer phone calls from clients when available
Create and bind new insurance policies
Identify additional coverages for existing clients
Complete policy reviews and renewals

What we offer

$65,000 - $75,000 base salary depending on experience plus annual fixed bonus
Health benefits plan and spending account
Paid vacation plus personal days
RRSP match, education support
Free parking available

Fulltime

Personal Lines Advisor

Join a well-established insurance brokerage that truly values relationships and ...

Location

Canada , British Columbia

Salary:

50000.00 - 70000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Level 2 General Insurance License required
Strong experience in personal lines, with a focus on homeowners insurance
Comfortable managing high-value and complex client accounts
Experience with PowerBroker and familiarity with carrier portals
Excellent communication skills with a client first mindset
Quick learner with the ability to adapt and take ownership of an established book
Professional and relationship-focused, especially when working with long-term clients

Job Responsibility

Manage a personal lines portfolio including renewals, and policy changes
Handle renewals with accuracy and efficiency
Prepare quotes and place new business across homeowners and limited ICBC policies
Provide client service through phone communication and timely follow-ups
Support some producers with a balanced mix of processing and client interaction
Assist with occasional front office duties such as answering phones and general office support
Build and maintain strong relationships with a long-standing and loyal client base
Contribute positively to a team-oriented and collaborative office environment

What we offer

Competitive base salary ($50,000 - $70,000 expected salary range, commensurate with experience)
Commission opportunities with additional earning potential
Group benefits
Paid Vacation
Schedule with some flexibility
Opportunity for long term growth, including potential transition into a producer role

Fulltime

Personal Lines CSR

Join a Growing and Supportive Insurance Brokerage. Our client, a well-establishe...

Location

Canada , Woodbridge

Salary:

60000.00 - 65000.00 CAD / Year

Aplin

Expiration Date

Until further notice

Requirements

Minimum 5 years of experience in personal lines insurance servicing
Active RIBO license
Strong understanding of personal insurance products, policies, and procedures
Experience with EPIC is considered a strong asset
Excellent communication and interpersonal skills with a client-first approach
Ability to navigate insurer portals, manage claims support, and process endorsements accurately

Job Responsibility

Manage and service an assigned portfolio of personal lines clients with a high level of accuracy and care
Process renewals, endorsements, policy changes, and billing inquiries in a timely manner
Assist clients with claims inquiries and provide ongoing support throughout the process
Prepare quotes and complete portal entries across multiple markets
Work closely with producers and house accounts within an alpha-split structure to ensure seamless client service
Maintain organized workflows and prioritize tasks effectively in a high-volume environment

What we offer

Comprehensive Health & Dental benefits
RRSP matching program
Commission opportunities on self-generated business
Supportive team environment with opportunities for professional growth

Fulltime

Personal Lines Insurance Agency Customer Service Representative

Personal Lines Insurance Agency CSR. You advise and counsel clients on coverage ...

Location

United States , Bethel Park

Salary:

40000.00 - 50000.00 USD / Year

TieTalent

Expiration Date

Until further notice

Requirements

high school diploma required (Associates degree preferred)
3 years office experience, insurance office setting Preferred
Has P&C insurance license, or is willing to Get licensed immediately
Ability to explain complex insurance coverage issues in a simple and understandable way
Excellent Interpersonal skills and willingness to sell to customers over the phone
knowledgeable of Microsoft office and able to learn the use of a digital management system, proprietary insurance software suites, and other software as needed.
attention to detail and strong communication skills and phone etiquette
ability to establish and maintain a positive and professional relationship with coworkers, clients and visitors
ability to multitask and stay organized despite occasional interruptions
MUST have or be willing to obtain your PA Property & Casualty insurance license

Job Responsibility

Maintaining Positive Customer Relationships
Answering Customers Insurance Queries in an informative, but simple and understandable way
Educating Customers on their coverage options to help them make informed decisions
Responding to quote Requests and leads within the same business day
Actively cross selling accounts everyday
Asking for referrals everyday
Scanning into Management system when needed
Using multiple software platforms to generate quotes
Using Multiple software platforms to make changes to policies
Concentrating on Customer relationship activities(Selling, Servicing, Cross selling)

What we offer

Major Medical and dental
Holidays, vacation time, plus 3 personal days
SEP retirement plan
PA P&C Training and CE reimbursement

Fulltime

Office Manager & Personal Assistant

This is a dual-function role combining high-level Personal Assistant support to ...

Location

United Kingdom , London

Salary:

35000.00 - 40000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

High level of confidentiality, discretion, and professional judgement
Strong interpersonal skills with the ability to communicate confidently at all levels
Exceptional organisational and time‑management capabilities
Proactive, adaptable, and solutions‑focused approach
Meticulous attention to detail
Strong PC literacy and administrative proficiency
Proven experience as a PA/EA supporting senior leadership
Previous experience in an Office Manager role
Demonstrated ability to manage both business and personal executive tasks
Experience supervising or managing staff (desirable)

Job Responsibility

Provide comprehensive diary management, including coordination across multiple time zones
Schedule, prepare, and coordinate internal and external meetings
Prepare meeting agendas, supporting documents, and take minutes when required
Arrange refreshments and daily lunches for senior leadership
Coordinate global travel, including flights, hotels, visas, and detailed itineraries
Organise corporate events, dinners, and client engagements
Manage the MD's expenses, ensuring timely submission and reconciliation
Oversee corporate gifting, including selection, coordination, and delivery
Provide personal support and ad hoc out‑of‑office assistance using the company-provided phone
Lead the smooth running of the UK office, ensuring a professional, efficient, and welcoming working environment

Fulltime

Personal Lines Producer

The Personal Lines Producer will have the opportunity to drive personal lines ac...

Location

United States , Seattle

Salary:

81000.00 - 85000.00 USD / Year

Brown & Brown UK

Expiration Date

Until further notice

Requirements

Current Washington State Insurance License and appropriate Non-Resident Licenses or obtain within 6 months of employment
Two (2) years of successful sales experience
Valid Driver’s License
Working knowledge of MS Office (Word, Excel, Outlook)
This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. 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

Job Responsibility

Create a market plan with direction and assistance from Agency management
Continually identify and locate prospects based upon the market plan
Contact prospects by personal visits, over the telephone, and by direct mail
Determine expiration dates plus present scope of insurance coverage
Determine the prospect's needs and wants
Qualify a prospect for both eligibility and acceptability (to include financial, health, stability, and profitability)
Create Prospecting Reports, as requested by Sales Manager/PCL
Provide Clients/Prospects with a complete risk review
Defines exposure analysis
Flow analysis

What we offer

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

Fulltime

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Personal Lines Client Assistant

Job Description

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