Total 3 job vacancies by 001 Brown & Brown, Inc

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 Executive to join our Personal Lines team in Carpinteria, California!

*No insurance experience is required!*

WHAT YOU'LL DO:

• Promote the growth of B&B through the sale of new accounts

• Develop and pursue cross-selling opportunities in concert with Senior Customer Account Managers

• Build, expand, and solidify relationships with the customer at all levels within the company and lead appropriate resources to address the customer’s needs, including risk and the identification and resolutions of underwriting or policy issues

• Obtain prospects and actively pursue and create interest by making calls, writing letters, or through personal visits

• Maintain and actively work a database of active prospects by identifying business needs and proposing company products and services

• Monitor the level of customer service and assist with claim issues as needed

• Handle and resolve customer complaints and problems

• Encourage and coordinate teamwork and communication among those who service customers

• Set regularly scheduled meetings on a frequency that is appropriate for each customer

• Assist the Customer Account Managers with the collection of receivables

• Maintain good relations with carrier personnel

• Keep current on marketplace changes and inform customers as necessary

• Become significantly involved and develop expertise in Personal Lines by networking and participating in professional development activities

• Other duties or special projects may be assigned

WHAT YOU'LL NEED:

• Bachelor’s Degree (BA/BS) in the field of business or financial related field is preferred with one (1) to three (3) years of related insurance experience; other combination of work and/or education will be considered

• Basic understanding of insurance and business terminology is preferred

• Strong, consistent, and assertive communication skills

• Exceptional telephone demeanor with above average empathy, able to read the subtleties of non-verbal communication and respond accordingly

• Highly self-confident and able to rebound from the rejection

• Fluent with Microsoft Windows, Office 365, Word, and Excel

• AMS360 experience or skills to learn software program at an accelerated ability

• Must have excellent customer service and interpersonal skills

• Maintain a high level of confidentiality

• 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

WHAT WE OFFER:

• Excellent growth and advancement opportunities

• Competitive pay based on experience

• Discretionary time off

• Generous benefits package: health, dental, vision, 401(k), etc.

• Employee Stock Purchase Plan

Target Pay: $70K - $100K annually

Compensation is dependent upon your skills, education, qualifications, and professional experience.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Major Purpose: Under the supervision of the Operations Leader, will perform duties requiring a high degree of technical expertise.  This position requires the ability to work autonomously in performing duties requiring extensive knowledge and understanding of the insurance field.  This position is characterized by the exercise of discretion and independent judgment in organizing, scheduling and performing the work generated by the portion of the book of business you have been assigned to.  Responsible for day-to-day direction of Account Administrators.

Essential Duties and Functions

1. Quoting and Sales of High Net Worth and Ultra High Net Worth accounts

2. Proficient Knowledge and understanding of the HNW and UHNW  Client needs and exposures

3. Onsite client visits

4. Work and meet with the members of the client’s team:

• CPA’s
• Wealth Advisors
• Trust Attorneys
• Real Estate and Mortgage Brokers
• Family Office Representatives
• Art Advisors
• Jewelry Advisors

5. Prepare  Stewardship Reports

6. Prepare and Lead Renewal Meetings

7. Make coverage recommendations as indicated

8. Continued and extensive knowledge of all unique exposures of the HNW and UHNW client:

• Aviation
• Yacht
• Equine
• Farm
• EPLI
• Risk Management 

9. Provides guidance regarding the operation and workflow of support unit in accordance with Brown & Brown policies and procedures

10. Makes decisions on technical problems encountered by account administrators; assists in training and provides support to new account administrators

11. Performs all clerical duties related to coverage including processing of endorsements; checks policies and endorsements for agreement with initial application or request; invoices agency bill renewals, endorsements, and policies

12. Sets up client files; performs required file maintenance; maintains various suspense systems and conducts follow-ups when appropriate, including premium follow-up in accordance with Brown & Brown standard procedures

13. Contacts client by phone, or written correspondence; screens incoming correspondence and acts on it as required

14. Informs Operations Manager of unusual activity on any accounts, handles routine incoming calls; answers questions regarding client coverage and limits for Claims Department

15. Markets new and/or renewal business, compares quotes and conducts rate comparisons and makes recommendations regarding placement of business; Contacts client by phone, or written correspondence; screens incoming correspondence and acts on it as required

16. Performs client service calls on accounts

17. Provides training to new producers

18. Any other job related duties as may be assigned.

Competencies:

1. Planning/organizing—the individual prioritizes and plans work activities and uses time efficiently.

2. Interpersonal skills—the individual maintains confidentiality, remains open to others' ideas and exhibits willingness to try new things.

3. Oral communication—the individual speaks clearly and persuasively in positive or negative situations and demonstrates group presentation skills.

4. Written communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information.

5. Problem solving—the individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully and maintains confidentiality. 

6. Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality.

7. Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events.

8. Safety and security—the individual observes safety and security procedures and uses equipment and materials properly.

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

1. 2 years experience with High Net Worth accounts

2. High School Diploma

3. Proficient with MS Office Suite

4. Exceptional telephone demeanor

5. Active P&C License

Preferred

1. Bachelor’s

2. 5 years’ experience in a similar position

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.