Account Manager Private Client

Job Description


Brown & Brown Insurance is seeking a Personal Lines Account Manager to join our Private Client division in Phoenix, Arizona!


Brown & Brown is a unique and decentralized publicly traded organization (NYSE: BRO) that has grown to become the sixth largest insurance intermediary in the country. We sell property & casualty insurance and employee benefits insurance to mid-sized and large corporations throughout the country.

Becoming a Teammate of Brown & Brown introduces you to a career with virtually unlimited possibilities. Our unique corporate culture rewards self-starters and hard workers who adhere to our commitment to do what is best for our clients. With Brown & Brown you will get the training, the mentoring and the tools you need to succeed.


You believe in working as a team and thrive in fun, collaborative environments. You have a client-focused attitude and value the importance of relationships, professionalism and trust. You set goals high and aim higher. You have solid communication skills. You are detail oriented and organized. You enjoy learning new skills, systems, processes, and procedures. You are a great listener and are not afraid to ask questions. You believe that learning is vital to success.

Develop and maintain proactive communications with clients and underwriters
Analyze client's lost exposures and determine coverage needs
Prepare proposals and meet with clients to present recommendations
Annual revenue (commission) generation through cross-selling, account rounding, and new business
Assist clients 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 clients 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
Other duties as needed

Required Skills

3+ years' high net worth Personal Lines experience
Arizona P & C License
CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe
Established relationships with carriers specializing in Private Client offerings (Chubb, Pure, AIG, etc.)
Proficiency in Microsoft Office 365
Exceptional customer service and interpersonal skills

Excellent growth and advancement opportunities
Competitive pay based on experience
Paid time off
Generous benefits package: health, dental, vision, 401(k), etc.
Employee Stock Purchase Plan

Brown & Brown is an equal opportunity employer. As part of our commitment to fight for equality, we work to ensure a fair and consistent interview process. We celebrate diversity and we are committed to an inclusive work environment.


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