Account Manager - Personal Lines

Brown & Brown, Inc.; Medford (OR); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, Vision, Life Insurance

Financial Benefits: 401k, Student Loan Assistance, Tuition Reimbursement

Mental Health & Wellness: Free Mental Health Services

Paid Time Off, Holidays, and Discounts

Job summary

Brown & Brown, Inc. is seeking a Personal Lines Account Manager to service existing accounts while generating revenue through cross-selling and account rounding. The role involves high-level consulting services for personal insurance needs, ensuring customers' assets are protected.

The ideal candidate will have a Bachelor's Degree or equivalent experience, along with strong knowledge of personal lines coverage. A current Property & Casualty License for Oregon is required.

Qualifications

• Must have and maintain a current Property & Casualty License for the State of Oregon.
• Bachelor’s Degree with at least one year of experience as a Personal Lines Agent.
• Solid knowledge of personal lines coverage and forms.

Responsibilities

• Service existing accounts and generate additional revenue through cross-selling.
• Assist customers with day-to-day questions, coverage changes, and billing issues.
• Prepare policy renewals and endorsements while maintaining customer relationships.

Skills

Customer service skills

Interpersonal skills

Knowledge of personal lines coverage

Analytical skills

Education

Bachelor's Degree or equivalent experience

Property & Casualty License for Oregon

Tools

AMS360

Microsoft Word

Microsoft Excel

Job description

## Account Manager - Personal LinesApplylocations: Medford, OR, USAtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000002187Built 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.**How You Will Contribute:*** 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.**Licenses and Certifications:*** 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.**Skills & Experience to be Successful:*** 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* Must have excellent customer service and interpersonal skills* Maintain a high level of confidentiality#LI-SN3**Teammate 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* *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.* **Recruiting Vendor Disclosure Statement**Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.**The Power To Be Yourself** 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”.### WelcomeWe think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.### About UsFounded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.### Recruiting Vendor Disclosure StatementBrown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown.In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.**If you are an existing Brown & Brown teammate, please** **click here** **to apply to a job on our internal career site.**