Personal Lines Account Manager — Growth & Client Advisory

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 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.