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Senior Personal Lines Client Account Manager
Brown & Brown Insurance. Manage and retain a book of personal lines clients while identifying growth opportunities .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in personal lines insurance management, including client retention, coverage analysis, and proposal preparation. Proficient in maintaining relationships with clients and carriers while ensuring compliance with industry regulations.
Highest-signal resume keywords
Personal Lines Insurance ExperienceCISR CertificationCIC CertificationP&C LicenseAMS360 Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Coverage AnalysisProposal PreparationPolicy DocumentationLoss Exposure AnalysisCross-SellingAccount RoundingPolicy ReviewInsurance TerminologyMarketing Plan DevelopmentRecord Maintenance
Soft Skills
Client CommunicationTeam LeadershipMentoringConfidentialityProfessional Demeanor
Tools & Technologies
AMS360MS Office SuiteAgency Management Systems
Certifications & Qualifications
CISRCICCPRIA
Industry Keywords
Personal Insurance ProductsInsurance CarriersUnderwriting SpecificationsCertificates of InsurancePolicy EndorsementsRegulatory KnowledgeClient SupportInsurance Vendors
About the role
Key responsibilities & impact- Manage and retain a book of personal lines clients while identifying growth opportunities
- Deliver timely client support through phone, email, and multiple communication platforms
- Communicate proactively with clients, underwriters, and carriers
- Analyze loss exposures and determine coverage needs
- Prepare proposals and present recommendations to clients
- Generate new business through cross-selling and account rounding
- Assist with coverage changes, billing issues, and day-to-day questions
- Complete policies, underwriting specifications, documentation, and analysis
- Review policies, endorsements, renewals, and audits for accuracy and completeness
- Issue certificates of insurance, binders, and other policy documents
- Develop marketing plans and proposals
- Liaise between clients and carriers
- Maintain relationships with insurance carriers and vendors
- Facilitate team meetings and strategy sessions
- Maintain accurate records in agency management systems
- Mentor junior team members and lead by example
- Maintain current industry, licensing, product, and regulatory knowledge
Requirements
What you’ll need- Arizona and relevant non-resident P&C licenses
- CISR, CIC, and/or CPRIA required
- Minimum of 5 years of personal lines insurance experience (or a combination of education and experience)
- Bachelor’s degree in business, Finance, or a related field preferred
- In-depth understanding of personal insurance products and terminology
- Experience with AMS360 or 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
Benefits
Comp & perks- 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
- Paid Time Off
- Holidays
- Preferred Partner Discounts
- Professional development through required training sessions and courses
- Hybrid working arrangement