Personal Lines Account Manager

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) with company match

Employee Stock Purchase Plan (NYSE:BRO

Paid time off and holidays

Life and disability coverage

Tuition assistance

Job summary

Brown & Brown is seeking a Personal Lines Account Manager to support our Medford, OR and Bend, OR operations. This consultative, client-facing role requires in-depth knowledge of personal lines and a goal to protect clients’ assets while expanding their book through cross-selling and new business.

The role involves analyzing loss exposures, presenting recommendations, preparing proposals, and maintaining strong client and carrier relationships.

Qualifications

• Bachelor's degree or equivalent Personal Lines experience.
• Solid knowledge of personal lines coverage, forms and contract language.
• Familiarity with computerized rating programs and underwriting guidelines.
• AMS360 experience or ability to pick up new software quickly.
• Proficiency with Microsoft Word/Excel and strong customer service skills.
• Active Oregon Property & Casualty license maintained.

Responsibilities

• Analyze clients' loss exposures, determine coverage needs, and provide high-level consulting on their personal insurance.
• Generate revenue through cross-selling, account rounding, and new business while meeting retention goals.
• Prepare proposals and meet with clients to present recommendations.
• Produce summaries of insurance, schedules, proposals, and related documentation.
• Update accounts and report claims promptly through the agency management system.
• Maintain strong client and carrier relationships and stay current on marketplace changes.

Skills

Client communication

Cross-selling

Relationship building

Customer service

Phone skills

Education

Bachelor's degree

High school diploma with 4+ years experience

Tools

AMS360

Microsoft Office

Job description

Brown & Brown is a publicly traded national insurance brokerage (NYSE: BRO) and one of the largest in the U.S., built on a meritocracy. We reward teammates for what they deliver, not how long they've been here, and we pair the resources of a national platform with the autonomy and entrepreneurial feel of a locally led team.

The Role

Our Personal Lines team is hiring an Account Manager supporting our Medford, OR and Bend, OR operation. This is a consultative, client-facing role for someone who knows personal lines coverage cold and wants to both protect their clients' assets and grow their book through cross-selling, account rounding, and new business.

What You'll Do

• Analyze clients' loss exposures, determine coverage needs, and deliver high-level consulting on their personal insurance
• Generate revenue through cross-selling, account rounding, and new business while meeting retention goals
• Prepare proposals and meet with clients to present recommendations
• Produce summaries of insurance, schedules, proposals, and related documentation
• Update accounts and report claims promptly through the agency management system
• Maintain strong client and carrier relationships and stay current on marketplace changes

What You Bring

• Bachelor's degree with 1+ year as a Personal Lines agent, OR a high school diploma with 4+ years as a Personal Lines agent (other combinations of education and experience considered)
• Solid knowledge of personal lines coverage, forms, and contract language
• Familiarity with computerized rating programs and a basic grasp of underwriting guidelines
• AMS360 experience, or the ability to pick up new software quickly
• Comfort with Microsoft Office (Word, Excel) and strong phone and customer-service skills
• An active Oregon (or resident-state) Property & Casualty license, maintained throughout

Brown & Brown is committed to supporting the health, wellbeing, and financial security of our teammates and their families. Our benefits package includes:

• Comprehensive medical, dental, and vision coverage
• 401(k) with company match
• Employee Stock Purchase Plan (NYSE: BRO)
• Accrued paid time off plus paid holidays
• Company-paid life and disability coverage
• Tuition assistance and professional development support