Personal Lines Senior Account Manager

About the role

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 Personal Lines Senior Account Manager to join our growing team in Phoenix, AZ!

The Personal Lines Senior Account Manager is responsible for managing a book of personal lines business while delivering exceptional service and supporting business development initiatives. This role combines account management and sales responsibilities, requiring a strong understanding of the insurance market, products, and competitors while ensuring regulatory compliance and confidentiality. In addition to account management responsibilities, you are expected to lead by example, act as a mentor to junior team members, and uphold a high standard of professionalism and client service.

How You Will Contribute

• Manage and retain a book of personal lines clients, while identifying opportunities for growth.
• Deliver timely responses through phone, email, and multiple communication platforms to support client needs.
• Develop and maintain proactive communications with clients, underwriters, and carriers through phone, email, meetings, and seminars.
• Analyze customers’ loss exposures and determine coverage needs.
• Prepare proposals and meet with the client to present recommendations.
• Generate new business through cross-selling and account rounding.
• Assist customers with day-to-day questions, coverage changes, billing issues, etc.
• Complete all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis.
• Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge.
• Build and nurture collaborative relationships with teammates at all levels of Brown & Brown, working closely with internal teams to provide exceptional service and innovative solutions.
• Maintain a strong commitment to continuous learning and professional development by actively monitoring and staying current with evolving industry practices and regulatory changes.
• Review policies, endorsements, renewals, and audits for accuracy and completeness.
• Issue certificates of insurance, binders, and other policy documents as needed.
• Assist in developing marketing plans and proposals that meet client needs.
• Act as a liaison between clients and carriers to ensure coverage needs are met.
• Maintain productive relationships with insurance carriers and vendors.
• Facilitate team meetings and strategy sessions related to client service delivery.
• Maintain accurate records in agency management systems.

Licenses & Certifications

• Arizona and relevant non-resident P&C licenses.
• CISR, CIC, and/or CPRIA required.

Skills & Experience to be Successful

• Bachelor’s degree in business, Finance, or a related field preferred.
• Minimum of 5 years of personal lines insurance experience (or a combination of education and experience).
• In-depth understanding of personal insurance products and terminology.
• Experience with AMS360 or the ability to learn new systems quickly.
• Proficient with MS Office Suite.
• Exceptional telephone demeanor.
• Ability to maintain a high level of confidentiality.
• Professional office environment experience.

#LI-KM1

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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.