Account Manager - Personal Lines

Brown & Brown Insurance•Medford, OR

5d•Onsite

About The Position

Built 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 Personal Lines Account Manager to join our growing team in Bend, OR. The Account Manager’s primary responsibility is servicing existing accounts while generating additional revenue through cross-selling, accounting rounding, and new business. Account Managers provide high level consulting services for our customers’ personal insurance needs. Developing strong relationships with our customers and understanding their risk exposures, ensures our customers’ personal assets and their financial positions are protected.

Requirements

Must have and maintain a current Property & Casualty License for the State of Oregon and/or resident state.
Enroll in CISR/CIC Designation Program when required by Management.
Bachelor’s Degree (BA/BS) or equivalent with minimum one (1) year of experience as a Personal Lines Agent or high school graduate with a minimum of four years’ experience as a Personal Lines Agent, other combination of work and/or education will be considered
Solid knowledge and understanding of personal lines coverage, forms, and contract language
Familiarity with computerized rating programs
Basic understanding of company underwriting guidelines
Fluent with Microsoft Windows, Word, and Excel
AMS360 experience or skills to learn software program at an accelerated ability
Exceptional telephone demeanor
Must have excellent customer service and interpersonal skills
Maintain a high level of confidentiality

Responsibilities

Analyze customer’s lost exposures and determine coverage needs
Annual revenue (commission) generation through cross-selling, account rounding, and new business
Meet or exceed annual department retention goals
Prepare proposals and meet with customers to present recommendations
Assist customers with day-to-day questions, coverage changes, billing issues, etc.
Generate documents and produce correspondence including summaries of insurance, schedules, and proposals
Update and run account and policy information including claims in agency management system, AMS
Take initial loss information and report claims to carrier in a timely manner
Completes all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis
Prepare policy renewals and endorsements, account updating, and billing
Develop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc.