Personal Lines Client Account Manager Sr

Location: Northern

## Personal Lines Client Account Manager SrApply:
Hybrid Working:
Phoenix, AZ, USA:
Full time:
Posted Today:
R26 _Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
** Brown & Brown
** is seeking
** Personal Lines Client Account Manager Sr
** to join our growing team in
** Phoenix, AZ!
** The Person al Lines Account Manager Sr is responsible for managing a book of personal lines business while delivering exceptional service and supporting business development initiatives. This role combines account management and sales responsibilities, requiring a strong understanding of the insurance market, products, and competitors while ensuring regulatory compliance and confidentiality. In addition to account management responsibilities, you are expected to lead by example, act as a mentor to junior team members, and uphold a high standard of professionalism and client service.

** How You Will Contribute:*
* * Manage and retain a book of personal lines clients, while identifying opportunities for growth.
* Deliver timely responses through phone, email, and multiple communication platforms to support client needs.
* Develop and maintain proactive communications with clients, underwriters, and carriers through phone, email, meetings, and seminars.
* Analyze customers’ loss exposures and determine coverage needs.
* Prepare proposals and meet with the client to present recommendations.
* Generate new business through cross-selling and account rounding.
* Assist customers with day-to-day questions, coverage changes, billing issues, etc.
* Complete all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis.
* Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge.
* Build and nurture collaborative relationships with teammates at all levels of Brown & Brown, working closely with internal teams to provide exceptional service and innovative solutions.
* Maintain a strong commitment to continuous learning and professional development by actively monitoring and staying current with evolving industry practices and regulatory changes.
* Review policies, endorsements, renewals, and audits for accuracy and completeness.
* Issue certificates of insurance, binders, and other policy documents as needed.
* Assist in developing marketing plans and proposals that meet client needs.
* Act as a liaison between clients and carriers to ensure coverage needs are met.
* Maintain productive relationships with insurance carriers and vendors.
* Facilitate team meetings and strategy sessions related to client service delivery.
* Maintain accurate records in agency management systems.
** Licenses &

Certifications:

*
* * Arizona and relevant non-resident P&C licenses.
* CISR, CIC, and/or CPRIA required.
** Skills & Experience to be Successful:*
* * Bachelor’s degree in business, Finance, or a related field preferred.
* Minimum of 5 years of personal lines insurance experience (or a combination of education and experience).
* In-depth understanding of personal insurance products and terminology.
* Experience with AMS
360 or the ability to learn new systems quickly.
* Proficient with MS Office Suite.
* Exceptional telephone demeanor.
* Ability to maintain a high level of confidentiality.
* Professional office environment experience.
** Teammate Benefits & Total Well-Being
** We go beyond standard benefits, focusing on the total well-being of our teammates, including:
* * 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.
* Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
*