business developmentmicrosoft officeclient relationship managementrenewalspersonal lines insuranceinsurance licensinginsurance coverage
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Обязанности и льготы описаны подробно, но требование от 10 лет опыта и частые визиты к клиентам делают эту вакансию требовательной и рассчитанной на опытного специалиста.
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Personal Lines Account Executive (Insurance): Managing and growing personal lines insurance client relationships, renewals, coverage needs, and new business opportunities with an accent on coverage analysis, client service, compliance, and carrier coordination. Focus on advising clients through complex coverage requirements, preparing renewal proposals, expanding the book of business, and maintaining licensing and regulatory knowledge.
Location: Doral, FL, USA / Miami, FL; regular client and prospect visits are required, with approximately 10–15% travel for industry and carrier events.
Company
Brown & Brown provides insurance services through client, carrier, and internal team partnerships.
What you will do
Manage and grow client and prospective client relationships, carrier partnerships, and an assigned personal lines book of business.
Identify coverage gaps, advise on options, and resolve complex coverage questions, claims, policy changes, endorsements, certificates, invoicing, and related service matters.
Manage renewals, including pricing coordination, renewal proposals, binders, policy reviews, coverage comparisons, and loss analysis.
Support new business meetings, client implementation, sales activity, networking, referrals, cross-selling, and educational materials for clients and prospects.
Maintain compliance and disclosure documentation in the sales management database and ensure alignment with legal and client requirements.
Support teammate training, attend meetings, follow agency procedures, and maintain current knowledge of products, legislation, technology, coverages, and licensing requirements.
Requirements
Valid Insurance Producer license in good standing, including authorities in states required to service the assigned book of business.
Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted.
10+ years of experience in the insurance industry or a related field.
Proficient knowledge of Microsoft Windows, including Word, Excel, PowerPoint, and Publisher, with the ability to create, edit, and merge business documents.
Proficient knowledge of office equipment.
Physical ability to visit clients and prospects independently approximately 40%–50% of the time and travel for industry and carrier events approximately 10%–15% of the time.
Vision, manual dexterity, arm and upper-body mobility, speech, and hearing sufficient for sustained computer, telephone, and in-person communication; ability to perform occasional lifting and other listed physical activities.
Nice to have
Professional designation specific to the area of specialty, such as ARM, CIC, or RPLU.
Culture & Benefits
Meritocratic culture focused on customer outcomes, teamwork, knowledge sharing, and performance standards.
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, preferred partner discounts, and other benefits; eligibility and waiting periods may apply.
Inclusive workplace committed to diversity, inclusion, and belonging.
Hiring process
External recruiting vendors may submit candidates only with a valid written agreement and prior written authorization; unsolicited resumes are not accepted for fee payment.
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