Commercial Lines Account Manager

Brown & Brown, Inc.; Bend (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

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 Services

Paid Time Off and Holidays

Job summary

A leading insurance brokerage is seeking a Commercial Lines Account Manager in Bend, OR. This role involves understanding client coverage needs, managing a book of business, and ensuring policy compliance. Candidates should have a minimum of 3 years in commercial insurance, exceptional customer service skills, and proficiency in Microsoft Office. The position offers a hybrid work model and comprehensive benefits focusing on well-being, including health coverage and financial benefits.

Qualifications

• 3+ years’ experience in commercial insurance.
• Exceptional communication and interpersonal skills.
• Ability to manage and retain client accounts effectively.

Responsibilities

• Help customers understand their insurance policies and determine service needs.
• Oversee assigned book of business including policy changes and endorsements.
• Increase revenue by cross-selling and writing new business.
• Maintain high retention on existing accounts; seek opportunities to write new business.

Skills

Commercial insurance experience

Exceptional customer service skills

Proficiency in Microsoft Office 365

Exceptional telephone demeanor

Education

Oregon and Washington P&C License

Tools

Microsoft Office 365

Job description

Commercial Lines Account Manager page is loaded## Commercial Lines Account Managerremote type: Hybrid Workinglocations: Bend, OR, USA: Medford, OR, USAtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000001019Built 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 **Commercial Lines Account Manager** to join our growing team in **Bend, OR!**This role involves working closely with clients to understand their coverage requirements, recommending appropriate insurance products, and ensuring that their policies are up-to-date and meet their needs.**How You Will Contribute*** Help customers understand their insurance policies/coverages and determine individual service needs* Answer customer and carrier questions via their preferred communication method in the areas of polices, endorsements, audits, accounting/billing, and coordination of claims/lost control services* Oversee assigned book of business including policy changes, proposals, applications, and endorsements* Maintain high retention on existing accounts* Increase revenue by crossing selling and writing new business* Attend any required training sessions and courses to maintain skills and licensing requirements* Foster and seek relationships with teammates across all levels of Brown & Brown* Ensure compliance with government agencies and corporate policies and procedures* Always conduct the highest level of confidentiality**Licenses and Certifications:*** Oregon and Washington P&C License**Skills & Experience to Be Successful*** 3+ years’ commercial insurance experience* Exceptional telephone demeanor* Proficiency in Microsoft Office 365* Exceptional customer service and interpersonal skills#LI-AFZ**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”.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.