Personal Lines Account Manager

Brown & Brown; Medford (OR); On-site; USD 52,000 - 77,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) match

Stock purchase plan

Paid time off

Life and disability insurance

Tuition assistance and professional开发

Job summary

Brown & Brown is hiring a Personal Lines Account Manager to support our Medford, OR and Bend, OR operations. This consultative, client-facing role requires strong knowledge of personal lines and a focus on protecting clients' assets while growing their book through cross-selling and new business.

The role emphasizes analyzing loss exposures, presenting recommendations, maintaining client relationships, and meeting retention goals.

Qualifications

• Bachelor's degree with 1+ year as a Personal Lines agent, OR a high school diploma with 4+ years as a Personal Lines agent
• 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 Property & Casualty license, maintained throughout

Responsibilities

• 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

Skills

Customer service

Insurance knowledge

Cross-selling

Account management

Education

Bachelor's degree

High school diploma +4 yrs exp

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