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Alpharetta

    Personal Lines Client Advisor - Alpharetta, United States - Brown & Brown, INC.

    Brown & Brown, INC.
    Brown & Brown, INC. Alpharetta, United States

    3 weeks 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.

    Brown & Brown is seeking a Personal Lines Account Advisor for our team in Alpharetta, Georgia.

    This team is currently working in a hybrid capacity with work from home opportunities after a probationary period.


    WHAT YOU'LL DO:

    • Build, expand, and solidify relationships with customers at all levels within the company and lead appropriate resources to address the customer's needs - including risk identification and resolution of underwriting or policy issues.
    • Process daily mail, faxes, and e-mails, for assigned accounts
    • Answer and process all telephone requests for assigned accounts
    • Enter all required data into AMS 360 and ImageRight to maintain current file data on all assigned accounts
    • Gather required information for quoting a new account/new line of business
    • Complete a personal risk management evaluation for customer.
    • Underwrite, quote, and propose new business to customer
    • Issue policies in adherence of company underwriting guidelines and Brown & Brown policies
    • Review new applications, renewal requests, and endorsements for adherence to underwriting authority and guidelines as established by the company's carriers
    • Maintain expiration records
    • Renewal marketing, including quoting, of assigned personal lines risks
    • Prepare and process binders of insurance, policies, endorsements, evidence of property insurance, auto ID cards, and cancellations as defined in the company procedure manual
    • Maintain suspense or follow-up system for correspondence and all transactions
    • Prepare agency billed billings and/or invoices on a timely basis
    • Advice accounting of the appropriate posting of moneys received on assigned accounts
    • Assist in the collection of premiums as defined in the procedure manual
    • Develop and maintain working relationship with the various company underwriters
    • Maintain up to date knowledge of the various carriers' rating plans and programs
    • Maintain knowledge of the carrier's coverages
    • Maintain favorable relationships with customers, producers, and employees
    • Develop and maintain strong technical knowledge of personal lines coverages and trends
    • Meet with customers as needed
    • Perform clerical functions

    WHAT YOU'LL NEED:

    • Georgia P&C License, required
    • 2+ years' personal lines insurance experience, preferred
    • Good technical knowledge of coverage in all personal lines insurance coverage
    • Strong verbal and written English communication skills
    • Strong negotiation and problem-solving skills
    • Strong organization and prioritizing skills
    • Ability to initiate and foster customer rapport
    • Proficiency in Microsoft Office 365
    • Familiarity with AMS 360 and other Vertafore products
    • Experience with rating software - PL Rater

    PERKS:

    • Excellent growth and advancement opportunities
    • Competitive pay based on experience
    • Paid time off
    • Generous benefits package: health, dental, vision, 401(k), etc.
    • Employee Stock Purchase Plan
    #LI-JE

    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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