Commercial Lines Account Manager
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 Manager to join our growing team in Portland, OR! The Commercial Lines Account Manager is responsible for the day-to-day servicing of assigned accounts. The Account Manager will work with one or more producers in our commercial lines department. Day to day servicing would include managing renewal timelines, answering routine coverage questions, ordering, and processing endorsements, policy checking, audit checking and processing, invoicing, issuing certificates of insurance and other duties as assigned. How You Will Contribute: Responding to phone and email requests from clients, insurance companies, internal staff Validate coverage and rating for policies, endorsements, audits & cancellations. Ability to communicate effectively and build relationships with Carriers and Brokers. Ability to communicate effectively with sales and marketing teams. Invoicing of policies, endorsements, audits, and cancellations as required. Entering all required data into the agency management system to maintain current file data on all accounts. Attaching all documents to the agency management system via the ImageRight document management software Process daily tasks, including faxes and emails, for assigned clients. Keep up to date follow up system for correspondence/requests. Maintaining up-to-date renewal expiration reports Pursues a course of personal, professional development.
Requirements
- High School Diploma
- Minimum 3 years’ experience as a Commercial Lines Account Manager
- Proficient with MS Office Suite
- Exceptional telephone demeanor
- Ability to maintain a high level of confidentiality.
Nice To Haves
- Bachelor’s degree in a business or financial related discipline (preferred)
- AMS360 and ImageRight software experience (preferred)
- Professional insurance designation i.e.: CPCU, CIC, etc.
Responsibilities
- Responding to phone and email requests from clients, insurance companies, internal staff
- Validate coverage and rating for policies, endorsements, audits & cancellations.
- Ability to communicate effectively and build relationships with Carriers and Brokers.
- Ability to communicate effectively with sales and marketing teams.
- Invoicing of policies, endorsements, audits, and cancellations as required.
- Entering all required data into the agency management system to maintain current file data on all accounts.
- Attaching all documents to the agency management system via the ImageRight document management software
- Process daily tasks, including faxes and emails, for assigned clients.
- Keep up to date follow up system for correspondence/requests.
- Maintaining up-to-date renewal expiration reports
- Pursues a course of personal, professional development.
Benefits
- Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
