Personal Lines Client Account Manager Sr

Location: Phoenix, Arizona, USA; onsite professional office environment

Company

Brown & Brown provides insurance brokerage and client risk-management services.

What you will do

• Manage and retain a book of personal lines clients while identifying cross-selling, account-rounding, and new-business opportunities.
• Analyze loss exposures, determine coverage needs, prepare proposals, and present recommendations.
• Coordinate with clients, underwriters, carriers, and vendors on coverage, policy changes, billing, renewals, and audits.
• Prepare and maintain policy documentation, underwriting specifications, certificates, binders, endorsements, and account records.
• Support marketing plans, facilitate client-service strategy meetings, and mentor junior team members.
• Maintain current product knowledge, licensing, regulatory knowledge, and professional development.

Requirements

• Arizona and relevant non-resident P&C licenses.
• CISR, CIC, and/or CPRIA certification required.
• At least 5 years of personal lines insurance experience, or an equivalent combination of education and experience.
• In-depth knowledge of personal insurance products and terminology.
• Experience with AMS360 or the ability to learn new systems quickly.
• Bachelor’s degree in business, finance, or a related field preferred; proficiency with Microsoft Office, confidentiality, and a professional telephone manner required.

Culture & Benefits

• Merit-based culture focused on customer service, professionalism, collaboration, and continuous learning.
• Medical/Rx, dental, vision, life, and disability insurance.
• ESPP, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, and preferred partner discounts.