Account Manager - Personal Lines

Brown & Brown Insurance; Medford (MA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Benefits

401k

Tuition Reimbursement

Paid Time Off

Job summary

Brown & Brown Insurance in Bend, OR seeks a Personal Lines Account Manager to service existing accounts and grow revenue through cross-selling and new business. You will offer high‑level consulting on personal insurance needs and build strong relationships with customers and carriers.

The role requires a Property & Casualty license for Oregon or resident state, with a BA/BS or equivalent and relevant experience. Experience with AMS360 and strong customer service skills are favored.

Qualifications

• Bachelor’s Degree or equivalent with 1 year Personal Lines Agent experience, or 4 years’ related experience.
• Strong knowledge of personal lines coverage, forms and contract language.
• Familiarity with computerized rating programs.
• Understanding of underwriting guidelines.
• Proficient with Windows, Word and Excel.

Responsibilities

• Analyze exposures and determine coverage needs.
• Cross-sell and generate annual revenue.
• Prepare proposals and present recommendations.
• Assist customers with day-to-day questions and billing.
• Prepare renewals, endorsements and policy changes.
• Maintain relationships with customers and carriers.

Skills

Customer service

Communication

Attention to detail

Phone etiquette

Confidentiality

Education

Bachelor’s Degree or equivalent

High School Diploma with 4+ years experience

Tools

AMS360

Microsoft Word

Microsoft Excel

Job description

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.

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 goalsPrepare 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.

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”.