Account Manager - Personal Lines

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. Responsibilities Analyze customer’s lost exposures and determine coverage needs Generate annual revenue (commission) 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 Complete 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. Licenses and Certifications 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. Qualifications and Experience 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 combinations 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 ability to learn software program at an accelerated rate Exceptional telephone demeanor Excellent customer service and interpersonal skills Maintain a high level of confidentiality 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 Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. Equal Opportunity Employer As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself." #J-18808-Ljbffr