Brown & Brown, Inc.
insurance
PrivateClientRelationshipManager
“Private Client Relationship Manager at Brown & Brown, Inc.. Skills: Client relationship management, Insurance sales, Risk assessment. Develop client relationships. Conduct needs assessments”
What You'll Achieve.
Driving renewal efforts; Achieving sales targets
Industry & Context.
Interpersonal problem solver; Analytical abilities; Problem-solving abilities
What They're Looking For.
Must Have
Minimum of 5-7 years of experience in personal lines insurance, Active OR Property & Casualty (P&C) license required
Nice to Have
College degree preferred, Proficiency in Microsoft Office Suite, Proficiency in AMS360 or Epic, Proficiency in CRM software preferred
What You'll Do.
Develop client relationships
Conduct needs assessments
Identify cross-sell opportunities
Serve as primary client contact
Educate clients on markets
Participate in client meetings
Maintain client records
Collaborate with internal departments
Stay informed on industry trends
How You'll Work.
Team & Collaboration
Partnering with Producers on marketing initiatives; Collaborate with underwriters, claims specialists, and other internal departments
Communication Scope
Excellent communication skills; Excellent negotiation skills; Excellent presentation skills
Applying for this Private Client Relationship Manager role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Brown & Brown, Inc.?
Real rants from real employees. Read before you apply.