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 Plano, TX .

The Personal Lines Account Manager supports the sale and servicing of personal insurance products, delivering prompt, accurate, and courteous service to clients, carriers, and internal team members. This role is responsible for handling client service needs, assisting with daily account functions, and ensuring a high standard of support across all personal lines of insurance.

How You Will Contribute:

• Responsible for the day-to-day account management of an assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, providing coverage comparisons, loss analysis and responding to coverage questions.

• 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.

• Gather, review, and organize information to complete submissions and applications for new and renewal business.

• Perform administrative duties such as billing, processing, and maintaining database.

• Manage workflow and adjust priorities as necessary.

• Attend designated AM meetings; maintain required CE credits.

Licenses and Certifications:

• Active TX General Agents License

Skills & Experience to Be Successful:

• 2+ years Personal Lines Insurance experience

• High School diploma required

• Proficient with MS Office Suite

• Excellent interpersonal and communication skills

• Good organizational skills

• Strong attention to detail and follow-up

• Ability to maintain a high level of confidentiality

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".