Client-Focused Personal Lines Account Manager — Bend, OR

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

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.