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 Van Alstyne, TX.

The Personal Lines Account Manager will assist in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in the support of Producer and Agency activities.

How You Will Contribute:

• Responsible for gathering information and risk management recommendations for the renewal of designated accounts 120 days prior to renewal and for the assembly and delivery of said renewal and/or binders for designated accounts, as needed, within five days of receipt.

• After reviewing updated client exposure survey information, obtains other renewal information from insured, and completes applications for designated renewal business sixty days before renewal.

• Receives phone calls and/or office visitors requesting quotes, changes to existing coverage and/or new policies. Completes changes/requests within 24 hours of receipt. Determines acceptability and placement, completes applications or endorsements, and collects premium when applicable.

• Reviews existing accounts to determine if additional lines of insurance should be solicited and does so by mail, email and/or phone prior to renewal.

• Reviews renewals to determine if non-standard policies can be rewritten in a standard program. Prepares rewrite applications for business through companies no longer represented at least 120 days prior to renewal. Secures and submits required renewal underwriting information.

• Conducts periodic service calls (minimum of quarterly) for designated accounts.

• Performs special projects at the request of designated clients after being approved by manager. Binders and/or policy or endorsement requests are to be completed within 24 hours of date quoted to client.

• Maintain a concern for timeliness and completeness when interacting with customers, agency, and company personnel to minimize potential for errors and omission claims.

• Receives and reviews all terminations and cancellations to determine action to be taken and takes needed actions immediately upon receipt.

• Handles premium collection through forms, letters, and request cancellation of policies when necessary.

• Follows up on outstanding claims and provides assistance in their resolutions, as necessary

• Solicits expiration dates for policies not written by agency. Expectations are an average of one expiration date per client served.

• Actively seeks referrals from current client base to solicit new business prospects

• Documents all material conversations with insured and/or carriers regarding exposures and coverage.

Skills and Experience to Be Successful

• Motivated insurance professional with minimum of 2+ years’ experience in Personal Lines insurance (specifically auto and homeowner’s insurance lines) – or related experience/education

• Must hold a current Property & Casualty insurance license or obtain within 6 months

• Ability to work independently

• Strong oral and written communication skills with a proven commitment to high quality customer service

• Strong attention to detail

• This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If required, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages are requirements of this position.

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”.