Personal Lines Insurance Advisor – Grow & Protect Clients

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 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.