Account Manager - Personal Lines

Brown & Brown; Medford (OR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health Benefits: Medical/Rx, Dental, Vision

401k

Paid Time Off

Tuition Reimbursement

Job summary

Brown & Brown is looking for a Personal Lines Account Manager in Medford, Oregon, to support our growing team. The role involves analyzing customer coverage needs, generating revenue through cross-selling and maintaining client relationships.

To succeed, candidates should have a current Property & Casualty License, at least one year of experience, and familiarity with personal lines coverage. Benefits include health plans and a 401k.

Qualifications

• Minimum one year of experience as a Personal Lines Agent or equivalent.
• Fluent with Microsoft Windows and common office software.
• Solid understanding of personal lines coverage and underwriting guidelines.

Responsibilities

• Analyze customer coverage needs and determine exposures.
• Generate annual revenue through cross-selling and new business.
• Prepare proposals and meet customers for recommendations.
• Assist with day-to-day customer inquiries and billing issues.
• Update policy information in the agency management system.

Skills

Customer service skills

Interpersonal skills

Knowledge of personal lines coverage

Microsoft Word

Microsoft Excel

Education

Bachelor’s Degree or equivalent experience

Current Property & Casualty License

Tools

AMS360

Computerized rating programs

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.

Responsibilities

• Analyze customer’s lost exposures and determine coverage needs
• Generate annual revenue (commission) 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
• 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.

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.

Qualifications and Experience

• 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 combinations 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 ability to learn software program at an accelerated rate
• Exceptional telephone demeanor
• Excellent customer service and interpersonal skills
• Maintain a high level of confidentiality

Benefits

• 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
• 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.

Equal Opportunity Employer

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."