Commercial Lines Associate Account Manager

Brown & Brown Insurance•Portland, OR

1d•Onsite

About The Position

Under the guidance of the commercial department, the Associate Account Manager assists the team with routine tasks such as data entry/processing, prepare invoices, process endorsements, maintain various department spreadsheets, and correspond with customers and insurance companies. With an assigned select number of accounts, the Associate Account Manager will learn all aspects of managing their own customers.

Requirements

Maintain, or obtain within the first six (6) months, a current Property and Casualty License for all required states.
Enroll in CISR/CIC Designation Program when required by Team Leader.
Bachelor’s Degree (BA/BS) with six (6) months of office experience, or 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
Fluent with Microsoft Windows, Office 365, 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

Manage a small book of assigned accounts
Attend any required training sessions and courses to maintain skills and licensing requirements
Process certificates of insurance for the team
Scan and attach all mail/correspondence in AMS for the team that were not processed by the operations team
Respond to customer emails and phone calls as assigned and if licensed
Copy and assemble proposals
Address policy change requests by processing endorsements
Check policies ensure each policy is delivered to the customer within 30 days of receipt
Review and verify renewals and issue invoices
Prepare renewal reviews as needed for the team
Order loss runs and assist with data capturing for captive programs
Increase revenue by crossing selling and writing new business
Duties are done in a team environment
Other duties or special projects may be assigned