Account Manager - Personal Lines

001 Brown & Brown, Inc; Medford (OR); 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, Inc. in Bend, OR, seeks a Personal Lines Account Manager to analyze exposures, determine coverage needs, and drive growth through cross-selling and renewals.

You will prepare proposals, assist customers with questions, and maintain carrier relationships. You will manage policy documents in AMS360, ensure underwriting compliance, and deliver exceptional service while upholding confidentiality.

Qualifications

• Bachelor's degree or equivalent with minimum one year of Personal Lines Agent experience, or four years with a high school diploma.
• Solid knowledge of personal lines coverage, forms, and contract language.
• Familiarity with rating programs and underwriting guidelines.
• AMS360 experience or ability to learn quickly.

Responsibilities

• Analyze customer exposures and determine coverage needs.
• Grow revenue through cross-selling, account rounding, and new business.
• Meet or exceed retention goals and prepare proposals for customers.

Skills

Customer service

Interpersonal skills

Communication

Team collaboration

Education

Bachelor's degree (BA/BS)

High school diploma + 4 years as Personal Lines Agent

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

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

Teammate 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
• 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'.

We 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.

Founded 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.