Personal Insurance Account Manager

Brown & Brown is seeking a Personal Insurance Account Manager to join our growing team in Seattle, WA!

The Private Client Account Manager will manage and grow private client insurance accounts by delivering personalized service, analyzing coverage needs, facilitating policy administration, and maintaining strong relationships with clients, underwriters, and team members—while ensuring regulatory compliance and confidentiality.

How You Will Contribute:

• Develop and maintain proactive communications with customers and underwriters

• Analyze customer’s loss exposures and determine coverage needs

• Prepare proposals and meet with customers to present recommendations

• Annual revenue (commission) generation through cross-selling, account rounding, and new business

• 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

• Prepare policy renewals and endorsements, account updating, and billing

• Develop and maintain relationships with customers 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

Licenses and Certifications: 

• Washington and relevant non-resident P&C licenses

• CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe (preferred)

Skills & Experience to Be Successful:

• 3+ years’ high net worth Personal Lines experience

• Experience with Surplus Lines placement and workflows

• Established relationships with carriers specializing in Private Client offerings (Chubb, Pure, AIG, etc.)

• Exceptional customer service and interpersonal skills

• Ability to accurately and responsibly interpret technical and complex information.

• Proficiency in Microsoft Office 365

• This position requires routine or periodic travel which may require the team members to drive their own vehicle or a rental vehicle.  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

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