Personal Lines Account Manager (Insurance)

Location: Medford, Oregon, USA; the position is also described as being in Bend, Oregon.

Company

Brown & Brown provides insurance services focused on protecting customers’ personal assets and financial positions.

What you will do

• Service existing personal insurance accounts and provide consulting on coverage needs.
• Analyze customer exposures, recommend coverage, and prepare proposals and policy documentation.
• Generate revenue through cross-selling, account rounding, and new business while meeting retention goals.
• Handle customer questions, coverage changes, billing issues, renewals, endorsements, and account updates.
• Record account, policy, and claims information in the agency management system and report losses to carriers.
• Build relationships with customers and carriers through calls, meetings, and seminars.

Requirements

• Current Property & Casualty License for Oregon and/or the resident state, maintained throughout employment.
• Bachelor’s degree or equivalent with at least one year of Personal Lines Agent experience, or a high school diploma with at least four years of relevant experience.
• Solid knowledge of personal lines coverage, forms, and insurance contract language.
• Familiarity with computerized rating programs and company underwriting guidelines.
• Proficiency with Microsoft Windows, Word, and Excel, plus AMS360 experience or the ability to learn it quickly.
• Excellent customer service, interpersonal, telephone, and confidentiality skills.

Culture & Benefits

• Merit-based culture that rewards self-starters and customer-focused performance.
• Medical, prescription, dental, vision, life, and disability insurance.
• Employee stock purchase plan, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, and preferred partner discounts.