Brown & Brown Insurance

Personal Lines Account Manager

Brown & Brown Insurance

full-time

Posted on:

Location Type: Hybrid

Location: Richmond • Virginia • United States

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About the role

  • Process and check renewal policies.
  • Assist with Family Risk Questionnaires, including folding, stuffing, and sending Thank You and Appointment letters.
  • Prepare and mail letters, including welcome letters, nonrenewal notices, lost business letters, and special marketing projects.
  • Perform data entry, including creating AMS/IR activities for documents, agency‑billed renewals, non‑download renewals, and flood policy renewals.
  • Process carrier downloads and manage AMS daily download, clearing policies in suspense, and setting activities.
  • Redeliver returned mail and update customer contact information.
  • Maintain expiration records and manage suspense/follow‑up systems for correspondence and requests.
  • Provide back‑up support to other Account Managers as assigned.
  • Maintain favorable relationships with clients, producers, and employees.
  • Perform clerical functions such as submitting and sending faxes, proofreading, photocopying documents, and other administrative tasks.
  • Assist with billing questions and payment processing.
  • Complete mortgage and lienholder verifications.

Requirements

  • Associate’s or Bachelor’s degree (preferred)
  • Industry software experience (preferred)
  • High school diploma
  • Proficient with MS Office Suite
  • Strong organizational skills, including the ability to prioritize, plan work efficiently, and manage time effectively.
  • Excellent oral communication abilities, with clear and effective speaking skills and strong negotiation capabilities.
  • High-quality written communication skills, including proofreading for accuracy, presenting numerical information clearly, and interpreting written materials effectively.
  • Demonstrated commitment to quality control, with strong attention to detail and the ability to review and monitor one’s own work for accuracy and thoroughness.
  • Proven adaptability, with the ability to adjust to changes in the work environment, manage competing demands, and navigate frequent changes, delays, or unexpected events.
Benefits
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data entrypolicy processingbilling processingmortgage verificationlienholder verificationquality controlproofreading
Soft Skills
organizational skillsoral communicationwritten communicationnegotiation skillsattention to detailadaptability
Certifications
Associate’s degreeBachelor’s degreeHigh school diploma