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Professional Lines Account Manager

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Brown & Brown UK

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Location:
United States

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

90000.00 - 120000.00 USD / Year
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Job Description:

This is a Professional Lines Account Manager position that manages all aspects of account service plans while continually developing client relationships for professional liability insurance.

Job Responsibility:

  • Build and strengthen relationships with existing clients
  • Develop an understanding of their business, provide a consultative approach to manage their professional liability risks, and uncover ways to better serve their needs
  • Develops and oversees service plans for each client determining and understanding their needs and requirements
  • Plans, organizes and leads client meetings
  • Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business
  • Coordinates and monitors the marketing of accounts
  • negotiates terms and pricing with carriers
  • Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides
  • reviews the work product of Account Specialists to ensure accurate and timely completion
  • Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts
  • Plans and organizes periodic claim review meetings with client and carrier claim department
  • Reviews large loss notices and disclaimers
  • brings potential issues to attention of Producer and CalSurance management immediately
  • Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation
  • Reviews the work of Account Specialists and ensures the accuracy of all account level financial records/ reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc
  • Keeps management apprised of developing opportunities and risks with client accounts

Requirements:

  • Valid California P&C Insurance License
  • 15 years’ experience in Professional Liability Insurance
  • 7 years’ experience in an Account Manager (or similar) position with proven ability to develop and further client relationships
  • Strong technical skills including proficiency with agency management systems
  • Proven track record working with large, complex accounts
  • Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required
  • Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook
  • Ability to maintain a high level of confidentiality
  • 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
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 and more

Additional Information:

Job Posted:
February 20, 2026

Employment Type:
Fulltime
Work Type:
Remote work
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