Commercial Lines Account Coordinator

Bridge Specialty Group•Portland, 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 Commercial Lines Account Coordinator to join our growing team in Portland, OR! The primary role of the Account Coordinator is to assist the commercial department with routine tasks while learning the Commercial Insurance Industry. Functions may include data entry/processing, preparing invoices, and processing endorsements. An Account Coordinator is expected to be actively engaged in learning activities such as in-house training courses, mentoring, and industry certification in preparing to move into the Customer Account Manager position in the future.

Requirements

Bachelor’s Degree (BA/BS) or be a high school graduate with a minimum of one (1) year of office environment experience; other combination of work and/or education will be considered
Basic understanding of insurance and business terminology
Willingness and desire to increase knowledge of the commercial insurance field while pursuing an industry designation
Fluent with Microsoft Windows, Office 365, Word, and Excel
AMS360 experience or skills to learn software program at an accelerated ability

Responsibilities

Generate AMS (Agency Management Systems) reports as requested
Assist in sending out Renewal Questionnaires
Issue certificates of insurance
Order Loss Runs
Copy and assemble proposals
Process endorsements
Check policies ensure each policy is delivered to the customer within 30 days of receipt
Perform routine clerical tasks including data entry, filing, and operating office machines
Any other tasks the department deems necessary
Maintain appropriate level of confidentially of information processed
Duties are done in a team environment
Attend inhouse educational sessions/classes as requested by leadership
Other duties or special projects may be assigned
When required by Leadership, obtain a current Property and Casualty License for all required states and/or enroll in CISR/CIC Designation Program.