Account Manager - Personal Lines

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 Personal Lines Account Manager to join our growing team in Bend, OR

The Account Manager’s primary responsibility is servicing existing accounts while generating additional revenue through cross-selling, accounting rounding, and new business. Account Managers provide high level consulting services for our customers’ personal insurance needs. Developing strong relationships with our customers and understanding their risk exposures, ensures our customers’ personal assets and their financial positions are protected.

• Analyze customer’s lost exposures and determine coverage needs
• Annual revenue (commission) generation through cross-selling, account rounding, and new business
• Meet or exceed annual department retention goals
  
  Prepare proposals and meet with customers to present recommendations
• Assist customers with day-to-day questions, coverage changes, billing issues, etc.
• Generate documents and produce correspondence including summaries of insurance, schedules, and proposals
• Update and run account and policy information including claims in agency management system, AMS
• Take initial loss information and report claims to carrier in a timely manner
• Completes all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis
• Prepare policy renewals and endorsements, account updating, and billing
• Develop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc.

• Must have and maintain a current Property & Casualty License for the State of Oregon and/or resident state. Enroll in CISR/CIC Designation Program when required by Management.

• Bachelor’s Degree (BA/BS) or equivalent with minimum one (1) year of experience as a Personal Lines Agent or high school graduate with a minimum of four years’ experience as a Personal Lines Agent, other combination of work and/or education will be considered
• Solid knowledge and understanding of personal lines coverage, forms, and contract language
• Familiarity with computerized rating programs
• Basic understanding of company underwriting guidelines
• Fluent with Microsoft Windows, Word, and Excel
• AMS
  360 experience or skills to learn software program at an accelerated ability
• Exceptional telephone demeanor
• Must have excellent customer service and interpersonal skills
• Maintain a high level of confidentiality

#LI-SN3

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.

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”.