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    Personal Lines Client Account Executive - Minneapolis, United States - Brown & Brown, INC.

    Brown & Brown, INC.
    Brown & Brown, INC. Minneapolis, United States

    1 week ago

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    Description

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.


    Purpose:

    Retain and grow business by servicing and managing client and prospective client relationships both internally and externally collaborating with team members to deliver exceptional customer service, achieve client satisfaction, and drive new business opportunities.


    Essential Duties and Responsibilities:


    Establish, cultivate and manage customer relations with client and prospective decision-makers; as well as professional relationships with carrier partners, and internal resources throughout the organization.


    Identify gaps in coverage and advising the client and prospective clients with options; as well as work through complex coverage needs.


    Ensure matters are tended to in relation to the assigned book of business, including but not limited to processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting, resolution, 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.


    Manage the renewal process for all assigned and prospective clients including the facilitation of renewal pricing as well as preparing and delivering the renewal proposals and binders.

    Support sales team with new business meetings and implementation of new clients.


    Ensure internal compliance and client disclosure requirements, policies, endorsements and certificates are in alignment with client expectations and legal requirements.

    Document renewal, sales, and insurance operations compliance documents into the sales management database.

    Create and present educational materials for value-add services to clients and prospects.

    Grow book of business through networking, referrals, and cross-selling.

    Support training initiatives for new service and sales teammates.

    Follow agency guidelines, policies and procedures.

    Promote teamwork within department and profit center through support, knowledge sharing and a positive attitude.

    Promote a commitment to achieve or exceed internal and external performance standards.


    Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, technology and continuing education required for valid licensing.

    Attend internal and external meetings when needed.

    All other duties as assigned.


    Skills:

    • Interpersonal-professional, persuasive, and articulate demeanor with internal and external customers.
    • Communication-ability to effectively use written and oral communication to address issues, research options, and propose solutions.
    • Technical-proficient comprehension of insurance products, policies and contracts; as well as effectively use various computer programs used by the profit center.
    • Quality control-demonstrates accuracy and thoroughness in own work to ensure quality.
    • Problem solving-gathers and analyzes information to resolve problems in a timely manner, as well as coach and develop others.
    • Business awareness - understands of impact of client services to client retention
    • Planning/organizing-prioritizes and plans work activities and uses time efficiently.
    • Adaptability-has a willingness to adapt to changes in the work environment, and deal with frequent change, delays or unexpected events.

    Competencies:
    Communicates Effectively - Delivers communications that convey a clear understanding of the unique needs of different audiences. Drives Results - Consistently achieve results through problem solving. Instills Trust- Gains the confidence & trust of others through honesty, integrity & authenticity. Customer Focused - Builds strong relationships and delivers customer centric solutions. Mentorship - Support the growth and development of others through teamwork and knowledge sharing. Cultivates Innovation - Creates new and better ways for revenue growth and client retention. Attracts & Develops Talent - Refer top talent and set a positive example for potential new hires. Drives Engagement - Helps create a positive and engaging work environment. Resilience- Steps up to tackle tough assignments. Decision Quality - Make good and timely decisions that drive efficient workflows.


    Education, Experience & Knowledge:

    Required:

    • Valid Insurance Producer license in good standing (authorities in states needed to service the assigned book of business).
    • This position requires routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. 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.
    • Proficient knowledge of insurance coverages, contracts, and state regulations where business is conducted.
    • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher. Able to create, edit, and merge letters, spreadsheets, labels, etc.
    • Proficient knowledge use of office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.)
    • 10+ years' experience in the insurance industry, or a related field.
    • Professional Designation specific to area of specialty (ie, ARM, CIC, RPLU)

    Preferred:

    • College Degree in a business-related field.
    We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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