Commercial Lines Associate Account Manager

Brown & Brown Insurance • Portland, OR

1d

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 Associate Account Manager to join our growing team in Portland, OR! Under the guidance of the rest 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. How You Will Contribute: 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

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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees