Account Manager - Personal Lines

About the role

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.

Responsibilities

• Analyze customer’s lost exposures and determine coverage needs
• Annual revenue (commission) generation through cross-selling, account rounding, and new business
• Maintain and meet or exceed annual department retention goals
• Prepare proposals and meet with customers to present recommendations
• Aid 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, AMST
• Take initial loss information and report claims to carrier in a timely manner
• Complete 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.

Requirements

• 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
• AMS360 experience or skills to learn software program at an accelerated ability
• Exceptional telephone demeanor
• Maintain a high level of confidentiality

Qualifications

• 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

Skills & Experience

• 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
• AMS360 experience or skills to learn software program at an accelerated ability
• Exceptional telephone demeanor
• Maintain a high level of confidentiality

Benefits & Total Well-Being

• 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
• Additional benefits include: Paid Time Off, Holidays, Preferred Partner Discounts and more.