Private Client Sales Associate

2 days left

Employer
Brown And Brown
Location
Fort Lauderdale, Florida
Salary
Not Specified
Posted
Feb 22, 2024
Closes
Apr 21, 2024
Ref
6827237#GIJtoGJS.1
Industry
Insurance
Category
Insurance
Workplace
In-Office

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 Sales Associate for our Private Client Team in Fort Lauderdale, Florida.

This individual is responsible for retention and client relationship management. The Sales Associate works in tandem with the producer to develop account strategy and increase longevity and profitability for the company; utilizes company resources to collectively deliver solutions to clients. Responsible for account management, direct sales and customer service support to the sales team using a variety of skills and knowledge of the insurance market, products and competition.

WHAT YOU'LL DO:

  • Manage and retain existing book of business and pursue new opportunities for the book where appropriate.
  • Renewal Management includes checking in with Account Managers 35 days prior to expiration for the status;
  • Cross sell book of business where appropriate including: auto, umbrella liability, excess flood, personal collections along with other policy enhancements (cyber/equipment breakdown, etc.)/recommendations.
  • Ensure proper resources from organization are involved with the customer and introduce new products through the other core business groups where appropriate.
  • Assist Producer and Marketer with the quoting and binding of new business; prepping applications as needed.
  • Engage with clients 45 days prior to renewal on exposure changes including cross sell as identified above.
  • Encourage and motivate team members to achieve or exceed agency standards; promote teamwork and commitment to department/agency goals.
  • Responsible for the renewal reviews on smaller accounts as defined by Producer, in place of Producer.
  • Responsible for maintaining accuracy of client files, and consistent documentation.
  • Assist Producer with servicing new business in first three months. Including but not limited to reviewing inspections, collecting payments and processing endorsements.
  • Handles incoming calls when Producer is not in the office and delegate where appropriate.
  • Maintains excellent communication with team, internal and external clients at all stages of account cycle.
  • Follows agency guidelines, policies, and procedures.
  • Prompt response to all client requests including expedited requests for policy documentation, such as certificates and ID cards.
  • Other duties as assigned

WHAT YOU'LL NEED:

  • Must have a Florida 220 license (or agree to obtain within 3 months)
  • High School or equivalent required.
  • College Degree preferred.
  • Proficient with MS Office Suite.
  • Familiar with TAM or AMS 360 (agency management systems) or insurer websites preferred
  • Exceptional telephone demeanor.
  • Ability to maintain a high level of confidentiality.
  • 1 – 3 Years' experience in the Industry Preferred.
  • Independent/self-starter with an acute attention to detail.
  • Professional appearance and customer service driven attitude.
  • Ability to multitask.
  • Accuracy and speed are strong requirements.
  • Organized and reliable.
  • Prioritize and plan work activities.
  • Must be able to work in a fast-paced environment with minimum supervision

WHAT WE OFFER:

  • Excellent growth and advancement opportunities
  • Competitive pay based on experience
  • Discretionary Time Off (DTO)
  • Generous benefits package: health, dental, vision, 401(k), etc.
  • Employee Stock Purchase Plan

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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