Personal Lines Senior Account Manager

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 Senior Account Manager to join our growing team in Phoenix, AZ
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The Person al Lines Senior Account Manager 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.

• 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.

• Arizona and relevant non-resident P&C licenses.
• CISR, CIC, and/or CPRIA required.

• 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.

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…