Professional Lines Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. SUMMARY: This is a Professional Lines Account Manager position that manages all aspects of account service plans while continually developing client relationships for professional liability insurance. Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required ESSENTIAL DUTIES & FUNCTIONS: include the following. Other duties may be assigned. Build and strengthen relationships with existing clients. Develop an understanding of their business, provide a consultative approach to manage their professional liability risks, and uncover ways to better serve their needs. Develops and oversees service plans for each client determining and understanding their needs and requirements. Ensures proper resources from within the office are involved with the client. Plans, organizes and leads internal meetings related to the service plan. Plans, organizes and leads client meetings. Supervises and reviews the preparation of marketing submission packages to obtain quotes on new and renewal business. Coordinates and monitors the marketing of accounts; negotiates terms and pricing with carriers. Assigns the preparation of proposals, enrollment material, master certificates, loss prevention materials and guides; reviews the work product of Account Specialists to ensure accurate and timely completion. Develops and oversees the implementation of program communication strategies to generate growth in enrollment for voluntary direct enrollment accounts. Monitors utilization of on-line processing systems. Plans and organizes periodic claim review meetings with client and carrier claim department (or Lancer Claims Services as applicable). Reviews large loss notices and disclaimers; brings potential issues to attention of Producer and CalSurance management immediately. Reviews policies and midterm coverage endorsements for accuracy and conformance to quotation. Reviews the work of Account Specialists and ensures the accuracy of all account level financial records/ reporting including reconciliations, premium invoicing, surplus lines taxes, broker fee obligations, etc. Keeps management apprised of developing opportunities and risks with client accounts. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. Required Valid California P&C Insurance License 15 years’ experience in Professional Liability Insurance 7 years’ experience in an Account Manager (or similar) position with proven ability to develop and further client relationships Strong technical skills including proficiency with agency management systems Proven track record working with large, complex accounts Bachelor’s degree and experience placing or underwriting financial institutions E&O and D&O is required. Proficiency with Microsoft Office – Excel, Word, PowerPoint and Outlook Ability to maintain a high level of confidentiality This position may require 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 a requirement of this position. Pay Range 90000.00 - 120000.00 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. 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. The Power To Be Yourself As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy. If you are an existing Brown & Brown teammate, please click here to apply to a job on our internal career site.