Personal Lines 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 a Personal Lines Account Manager to join our growing team in Somers, NY!

The Personal Lines Account Manager will retain clients through day-to-day servicing and proactive management of personal lines accounts. This role is responsible for maintaining strong internal and external relationships, ensuring policy accuracy, and supporting renewals and account growth. Collaborate with team members to deliver exceptional customer service and drive client satisfaction.

How You Will Contribute:

• Responsible for the day-to-day account management of an assigned book of business, including but not limited to invoicing, claims reporting and follow up as needed, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.

• Responsible for the oversight and completion of tasks including but not limited to issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.

• Build courteous and successful relationships with clients, vendors, and carriers to improve client retention.

• Identify gaps in coverage and consult leadership or producer of options to advise the client.

• Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing as well as preparing the renewal proposal, and binders.

• Review and document internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations, legal requirements and insurance operations.

• Assist in growing the assigned book of business through account rounding and referrals.

Licenses and Certifications:

• Active Property & Casualty Producer License

Skills & Experience to Be Successful:

• 2+ years personal insurance experience

• Proficiency in Microsoft Office 365

• AMS360 experience (Preferred)

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Pay Range

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

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.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".