Commercial Lines Senior Account Manager

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 Senior Account Manager to join our Commercial Lines team in Portland, Oregon.

Responsibilities

• Consults on new business, prepares proposals and independently handles customer requests
• Works directly with customer to ensure proper coverage is secured
• Uses discretionary judgement to negotiate and obtain quotes; marketing approximately 30% of the book of business
• Helps customers understand their insurance policies/coverages and determine individual service needs
• Leads the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
• Handles new quoting and issuing new lines of coverage without the involvement of a producer. Recommend coverage to customers based on assessing the risk or risks they need to insure
• Acts as liaison between producer and customer by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
• Prepares and completes Insurance Coverage Review’s if needed. Ensures the Insurance Coverage Review is completed, returned and sent to the insured with an approved letter/email
• Analyzing contracts for certificates of insurance, issue certificates, and binders
• Reviewing for accuracy on all policies, changes/endorsements, audits, and documentations
• Preparing proposals, graphs, and service plans for customers
• Answering customer and carrier questions via their preferred communication method in the areas of polices, endorsements, audits, accounting/billing, and coordination of claims/lost control services
• Preparing all necessary applications and data for a complete submission to underwriters

Requirements

• Maintain a current Property & Casualty License in all required states
• Bachelor’s Degree (BA/BS) with five (5) years of experience in the field of Property and Casualty insurance, or high school graduate with a minimum of eight (8) years of related experience in the field of commercial insurance; other combination of work and/or education will be considered
• AU or CIC Designation preferred
• Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
• Familiarity with contracts and other provisions
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• AMS360 experience or skills to learn software program at an accelerated ability

Qualifications

• Experience working with residential communities such as HOAs and apartment complexes

Skills

• Teamwork and leadership skills
• Strong communication and interpersonal skills
• Problem-solving and decision-making abilities
• Ability to manage multiple tasks and priorities

Benefits & Total Well-Being

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

Note: Not all benefits may be available in all locations.