Professional Lines Account Manager

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🏄 California – Remote

🏄 California – Remote

💵 $90k - $120k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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Brown & Brown Insurance

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1939

💸 Finance

Finance • Insurance

Brown & Brown Insurance is one of the largest independent insurance brokerages globally, providing a comprehensive range of risk management solutions. Established in 1939, the company offers personal and business insurance, employee benefits, and various national programs. Brown & Brown is committed to diversity, inclusion, and belonging, fostering a culture that values talent and experience. With over 500 locations, the company is well-positioned to meet the diverse needs of its clientele and is listed on the New York Stock Exchange under the ticker BRO. The firm's strategic focus on mergers and acquisitions highlights its disciplined growth strategy.

📋 Description

• Manage all aspects of account service plans while developing client relationships for professional liability insurance. • 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 serve their needs. • Develops and oversees service plans for each client determining and understanding their needs and requirements. • Ensures proper resources from within the office are involved with the client. • Plans, organizes and leads internal meetings related to the service plan. • 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. • Monitors utilization of on-line processing systems. • Plans and organizes periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable). • 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.

🏖️ Benefits

• 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.