Career Opportunities at Brown & Brown Northwest
At Brown & Brown NW, we are competitive to our people, through providing a place that cultivates new ideas, innovative creativity, relationships, and solutions to our industry. We value people who have energy and are collaborative, innovative, demonstrate leadership and have the ability to energize both the team and our customers to make a difference in their workplace and community.
Our desire is to attract and retain the best talent in our business. If you think you’d like to run with our team of athletes, please submit your resume via the contact listed with the position you are interested in. Note that only resumes for current positions will be accepted – unsolicited resumes will not be retained.
Commitment to Equal Employment Opportunity
Every successful team thrives on diversity of talent, experience, character and work ethic. At Brown & Brown, our continued success depends on the full and effective recruitment and enhancement of the most qualified teammates. To be clear, Brown & Brown does not discriminate against teammates or applicants for employment on the basis of race, color, religion, absence of religious affiliation, national origin, ethnicity, age, disability, perception of disability, sex, sexual orientation, gender identity/expression, gender orientation, marital status, service in our armed forces, veteran status in our armed forces, political activity or political party affiliation. Put simply, Brown & Brown, Inc. is a Meritocracy® – our people rise according to their merits. We are committed to ensuring equal employment opportunity for all our teammates and applicants for employment.
Our equal employment opportunity philosophy, in accordance with federal, state and local law, applies to all aspects of employment with Brown & Brown including recruiting, hiring, training, transfer/promotion, compensation, benefits and termination. At Brown & Brown, we endeavor to treat our people fairly and in a fair-minded way, free of discriminatory practices, and make employment decisions on the basis of job-related qualifications, including personal merit, competence and potential for advancement.
Department: Commercial Lines
Location: Portland, OR
Job Details:
Primary/Essential Duties:
The Junior (Jr.) Marketing Analyst’s primary responsibility is to assist the Marketing Analysts in the marketing of new or renewal accounts to obtain optimal coverage and pricing for our commercial insurance clients. To facilitate the successful placement of our clients’ insurance programs, Jr. Analysts will be responsible for completing quote and loss analysis reports, rating accounts via carrier quoting systems, and preparing proposals for presentation to clients.
Competencies:
• Complete premium rate comparison, coverage comparison, and loss analysis reports.
• Submit online rating on a variety of carrier quoting systems.
• Update and maintain client and policy information within our client management system.
• Prepare compliance documents for client signature.
• Identify coverage discrepancies/differences between carrier options.
• Create high quality and accurate proposals for presentations.
• Develop strong working relationships with underwriters and wholesale brokers.
• Maintain appropriate level of confidentially of information processed.
• Duties are done in a team environment.
• Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements
• Other duties or special projects may be assigned.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
• Bachelor’s Degree (BA/BS) or equivalent, or high school graduate with a minimum of one (1) year of related experience; other combination of work and/or education will be considered.
• Superior negotiation skills.
• Excellent inter-personal and relationship building abilities.
• Fluent with Microsoft Windows, Office 365, Word, and Excel.
• AMS360 experience or skills to learn software program at an accelerated ability.
• Maintain a high level of confidentiality.
Certificates/Licenses:
Must obtain a current Property & Casualty License for Oregon and/or all other required states within 90 days.
Physical Demands:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the teammate is frequently required to sit; use hands to finger, handle or feel objects, tools, or controls; and talk or hear. The teammate is required to stand, walk, and reach with hands and arms for at least eight (8) hours a day. The teammate must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment:
The work environment characteristics described here are those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate, but the pace can be very busy. No or very limited exposure to physical risk.
Travel:
Frequent local travel. Occasional overnight travel by land and/or air.
Salary Range: Negotiable
Relocation Expenses: Not Covered
To Apply for this Position Please Contact:
Please forward your resume with the position you are applying to in the subject line to:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
Brown & Brown will provide a highly competitive compensation package. We also provide a full benefits package, including health, dental, vision, life, long and short-term disability, as well as 401K with company match and Employee Stock Purchase Program.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Department: Commercial Lines
Location: Portland, OR
Job Details:
Position Summary:
Marketing Analysts primary responsibility is to gather and analyze market research on behalf of the Commercial Lines department. Based on this analysis the Marketing Analyst will provide creative strategies that will lead to the production of new and renewal business. Decisions regarding strategy and problem-solving are made using independent direction or otherwise established guidelines. Marketing Analysts are responsible for overseeing all aspects of the marketing process for an account from the initial submission to the carriers through the binding of coverage. To facilitate the successful placement of client insurance programs, Marketing Analysts will also be responsible for developing and maintain close working relations with insurance company underwriters and wholesale brokers.
Primary/Essential Duties:
• Determine the appropriate markets to be approached for assigned accounts.
• Directly assist executives and producers in market selections.
• Obtain and analyze quotations and declinations from various insurance companies.
• Negotiate pricing and coverage terms.
• Prepare high quality and accurate proposals for presentations.
• Coordinate the implementation of research project plans and prepare status update reports and presentations.
• Monitor, identify, and develop new methods, new markets, and new opportunities.
• Calculate figures and provide oversight to trace, correct, and adjust errors.
• Maintain good relations with carrier personnel.
• Keep current on marketplace changes and inform client as necessary.
• Become significantly involved and develop expertise in a declared sector or market area by networking and participating in professional development activities.
• Maintain appropriate level of confidentially of information processed.
• Duties are done independently or in a team environment.
• Other duties or special projects may be assigned.
Competencies:
• Working knowledge of business office practices and procedures.
• Ability to persuade and negotiate with clients and carriers.
• Prioritize work and manage time effectively.
• Handle multiple tasks and/or projects simultaneously despite their complexity.
• Efficiently deal with a variety of personalities inside and outside of the organization.
• Determine “what” is needed and “when” to change approach.
• Knowledge of records management systems and storage.
• Read, analyze, interpret, and respond to difficult correspondences, comprehensive reports, and visual presentations (e.g. PowerPoint software, graphs, tables, charts).
• Effectively present information and respond to questions from clients, teammate groups, and insurance carriers/brokers.
• Calculate figures and amounts such as discount, interest, commissions, proportions, percentages, and apply concepts of basic algebra.
• Compute rate, ratio, discounts, interest, commissions proportions, and percentages.
• Define problems, collect data, establish facts, and draw valid conclusions
• Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
• Bachelor’s Degree (BA/BS) or equivalent with three (3) years of experience in a similar position, or high school graduate with a minimum of five (5) years of related experience; other combination of work and/or education will be considered.
• Demonstrates clear knowledge of commercial insurance coverage and standard industry offerings.
• Familiarity with the appetite, coverage, programs, and guidelines of property & casualty insurance carriers.
• Superior negotiation skills.
• Excellent inter-personal and relationship building abilities.
• Fluent with Microsoft Windows, Office 365, Word, and Excel.
• AMS360 experience or skills to learn software program at an accelerated ability
• Maintain a high level of confidentiality.
Certificates/Licenses:
Maintain a current Property & Casualty License for the required state(s). Should be active in an at least one industry group.
Physical Demands:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the teammate is frequently required to sit; use hands to finger, handle or feel objects, tools, or controls; and talk or hear. The teammate is required to stand, walk, and reach with hands and arms for at least eight (8) hours a day. The teammate must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment:
The work environment characteristics described here are those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate, but the pace can be very busy. No or very limited exposure to physical risk.
Travel:
Frequent local travel. Occasional overnight travel by land and/or air.
Salary Range: Negotiable
Relocation Expenses: Not Covered
To Apply for this Position Please Contact:
Please forward your resume with the position you are applying to in the subject line to:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
Brown & Brown will provide a highly competitive compensation package. We also provide a full benefits package, including health, dental, vision, life, long and short-term disability, as well as 401K with company match and Employee Stock Purchase Program.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Department: Claims / Commercial Lines
Location: Portland, OR
Job Details:
Position Summary:
The primary role of the Workers Compensation (WC) Specialist provides high level consulting to clients related to their Risk Management needs, assists teammates with renewals, and negotiates with underwriters during the proposal process. WC Specialist develops strong relationships with our clients and understands their business to ensure that client’s business plan objectives are supported by their insurance programs. WC Specialists are responsible for servicing existing accounts with premiums over $100,000, self-insured, and multistate clients. Work has significant impact on company revenues and client perceptions of BBNW.
Primary/Essential Duties:
• Service larger Workers Compensation accounts, including those with high deductible, retro, or large accounts in need of WC consultation.
• Utilize technology in conjunction with annual service plans for specific client groups like self-insured, group self-insured, SAIF, and other voluntary markets.
• Review clients’ current insurance programs and strategies to set objectives while generating opportunities for cross-selling and account rounding.
• Market and assure coverage is in place and gaps in coverage are avoided.
• Complete necessary applications, ICRs, and forms.
• Manage new and renewal business proposals and marketing activity.
• Advise clients on loss control strategies and conduct/oversee claims management.
• Share E&O responsibilities with Producers.
• Analyze experience ratings, $1,900 medical reimbursement plans, rating plans, retro’s and retention plans, and keep client informed.
• Assist and advise clients in times of mergers and acquisitions.
• Develop and maintain relationships with producers, client account managers, clients, and carriers through phone calls, personal meetings, seminars, etc. for all aspects of the client relationship.
• Keep current on marketplace, legislation, and technical updates, and inform client/team.
• Maintain out of state requirements for Workers Compensation insurance including markets available.
• Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements.
• Conduct an appropriate level of confidentiality of information processed.
• Duties are done independently or in a team environment.
• Other duties or special projects may be assigned.
Competencies:
• Working knowledge of business office practices and procedures.
• Prioritize work and manage time effectively.
• Efficiently deal with a variety of personalities inside and outside of the organization.
• Knowledge of records management systems and storage.
• Read, comprehend, and write reports, business correspondences, and procedure manuals.
• Analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Effectively present information and respond to questions from managers, clients, customers, etc.
• Calculate figures and amounts such as discount, interest, commissions, proportions, percentages, and apply concepts of basic algebra.
• Define problems, collect data, establish facts, and draw valid conclusions
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
• Bachelor’s Degree (BA/BS) with five (5) years of experience in the field of Workers Compensation Insurance; or high school graduate with a minimum of seven (7) years of related experience in the field of Workers Compensation Insurance, other combination of work and/or education will be considered.
• In-depth knowledge and understanding of property & casualty coverage, current legislation, rules, laws, and other regulations.
• Comprehensive knowledge of contracts and their provisions.
• Fluent with Microsoft Windows, Office365, Word, and Excel.
• AMS360 and Zywave experience or skills to learn software program at an accelerated ability.
• Exceptional telephone demeanor.
• Strong, consistent, and assertive communication skills.
• Must have excellent customer service and interpersonal skills.
• Maintain a high level of confidentiality
Certificates / Licenses:
Required to maintain Property and Casualty Agents License for the State of Oregon and/or Resident State
Physical Demands:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the teammate is frequently required to sit; use hands to finger, handle or feel objects, tools, or controls; and talk or hear. The teammate is required to stand, walk, and reach with hands and arms for at least eight (8) hours a day. The teammate must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment:
The work environment characteristics described here are those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate, but the pace can be very busy. No or very limited exposure to physical risk.
Travel:
Frequent local client visits. Occasional overnight travel by land and/or air. Occasional travel for educational/training purposes.
Salary Range: Negotiable
Relocation Expenses: Not Covered
To Apply for this Position Please Contact:
Please forward your resume with the position you are applying to in the subject line to:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
Brown & Brown will provide a highly competitive compensation package. We also provide a full benefits package, including health, dental, vision, life, long and short-term disability, as well as 401K with company match and Employee Stock Purchase Program.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Department: Personal Lines
Location: Portland, OR
Job Details
Position Summary: Personal Lines Senior Client Account Managers foster client satisfaction by helping to establish realistic client expectations by seeking client input and meeting service commitments on many time sensitive tasks in a professional and punctual manner. Senior Client Account Managers specialize in Private Client and High Net worth accounts and will work closely with our VIP clients. In addition to these duties, the Senior Client Account Managers are the coaches and mentors to the Personal Lines department.
Primary/Essential Duties: Preform any other duties that may be assigned.
• Annual revenue (commission) generation by cross-selling, account rounding, and new business.
• Meet or exceed annual department retention goals.
• Provide high level consulting services to clients regarding their insurance coverages.
• Analyze client’s lost exposures and determine coverage needs.
• Issue certificates and binders after reviewing for accuracy on all policies, endorsements, audits, and other documents.
• Prepare proposals and meet with clients to present recommendations
• Assist clients with day-to-day questions, coverage changes, billing issues, etc.
• Generate documents and produce correspondence including summaries of insurance, schedules, and proposals.
• Take initial loss information and report claims to carrier in a timely manner
• Completes all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis.
• Update policy renewals and endorsements, account data, claims, and billing in agency management system, AMS.
• Develop and maintain relationships with clients and carriers through phone calls, personal meetings, seminars, etc.
• Keep current on marketplace changes and inform client as necessary.
• Maintain appropriate level of confidentially of information processed.
• Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements.
• Duties are done independently or in a team environment.
• Other duties may be assigned
Competencies:
• Sustain in-depth knowledge of office practices and procedures.
• Prioritize work and manage time while remaining composed under extreme pressure or deadline.
• Efficiently deal with a variety of personalities inside and outside of the organization.
• Knowledge of records management systems and storage.
• Read and interpret documents such as procedure manuals, insurance policies, and visual presentations (e.g. PowerPoint software, graphs, tables, charts, slides)
• Write routine reports and correspondences.
• Effectively present information and respond to questions from clients, teammate groups, and insurance carriers/vendors.
• Calculate basic math functions such as add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Compute rate, ratio, discounts, interest, commissions, proportions, and percentages.
• Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Provide mentorship, training, and guidance to teammates.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
• Bachelor’s Degree (BA/BS) or equivalent with minimum three (3) years of experience as a Personal Lines Agent or high school graduate with a minimum of five (5) years of experience as a Personal Lines Agent, other combination of work and/or education will be considered.
• Expert knowledge and understanding of personal 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 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.
Certificates / Licenses: 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.
Physical Demands: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the teammate is frequently required to sit; use hands to finger, handle or feel objects, tools, or controls; and talk or hear. The teammate is required to stand, walk, and reach with hands and arms for at least eight (8) hours a day. The teammate must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment: The work environment characteristics described here are those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate, but the pace can be very busy. No or very limited exposure to physical risk.
Travel: Primarily local travel with other team members as a training tool.
Salary Range: Negotiable
Relocation Expenses: Not Covered
To Apply for this Position Please Contact:
Please forward your resume with the position you are applying to in the subject line to:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
Brown & Brown will provide a highly competitive compensation package. We also provide a full benefits package, including health, dental, vision, life, long and short-term disability, as well as 401K with company match and Employee Stock Purchase Program.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Brown & Brown of Oregon, LLC.
Location: Portland, OR
Job Summary:
Brown & Brown Northwest is seeking a Select Client Account Manager for their Portland office. The primary role of the Account Manager is to manage day-to-day service needs of the client. The secondary role of the Account Manager is to write new business accounts. To perform these tasks, a Select Client Account Manager performs a variety of technical assignments and administrative duties in the areas of maintaining computer files, analyzing insurance contracts, marketing, insurance plan design, negotiation of costs for products and services, coordination of claims, loss control, accounting and audit services and research and analysis in various areas as needed. This position requires strong organizational and inter-personal skills, along with prior insurance experience. The selected individual fosters client satisfaction by helping to establish realistic client expectations, seeking client input, and meeting service commitments on many time sensitive tasks in a professional and punctual manner.
We are a merit based company where hard work and performance is recognized and rewarded. High performers for these positions tend to thrive in a fast-paced environment, be intuitive and possess generally good business instincts and critical thinking skills.
Responsibilities:
• Assist clients in understanding their insurance policies/coverage’s and determine their individual service needs
• Analyze contracts for certificates of insurance, issue certificates and binders
• Review for accuracy on all policies, changes/endorsements, audits and other documents
• Assist in preparing proposals, graphs and service plans for clients
• Assist clients and carriers with day-to-day email, phone, fax and mail requests in areas of policies, endorsements, audits, accounting/billing, coordination of claims/loss control services
• Write new business
• Marketing process including preparation of all necessary applications and data necessary for a complete submission to underwriters
• Attend any required training sessions, courses, etc to maintain up to date skills and licensing requirements
• Maintain appropriate level of confidentiality
• Follows company policies and procedures
• Miscellaneous administrative tasks including back up of front desk receptionist and support of other teams as needed
• Duties are done independently or in team environment
Required Competencies:
• BA/BS Degree with one year of experience in the field of Property and Casualty insurance or High School graduate with minimum 2 years’ experience in the field of commercial insurance. Other combinations of work and/or education will be considered
• Must have a current Property and Casualty License
• Demonstrates clear knowledge of commercial insurance coverage and standard industry offerings
• Excellent inter-personal and relationship building abilities
• Ability to handle multiple tasks and/or projects simultaneously despite their complexity
• Capable of meeting deadlines
• Strong written and verbal communication skills
• Creativity and the ability to solve problems
• Results orientation with the drive to succeed
• Ability to mentor supporting staff, delegate, and administer their work
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality
Preferred:
• Bachelor’s Degree in Business or Financial related discipline is desired
• Minimum 3-5 years P&C experience required
• AMS360 experience is highly desired
• Proficient with MS Office Suite
• 1-3 year(s) experience in a similar position
• Resident State Insurance License
Salary Range: Negotiable
Relocation Expenses: Not Covered
To Apply for this Position Please Contact:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
Brown & Brown will provide a highly competitive compensation package. We also provide a full benefits package, including health, dental, vision, life, long and short-term disability, as well as 401K with company match and Employee Stock Purchase Program.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Brown & Brown of Oregon, LLC
Location: Portland,OR
Job Summary:
We are seeking a motivated individual to join our structured two-year program designed to educate and prepare college graduates for a sales position within either the Commercial Property & Casualty or Employee Benefits Divisions of Brown & Brown Insurance. The Producer in Training is responsible for obtaining new business as well as managing existing accounts. The program will teach new Producers:
• Technical property and casualty & health insurance training
• In depth coverage analysis and policy review
• Insurance carrier marketing
• Outside sales and client consultation
• Business to business relationship development
• Account management and customer service.
Upon successful completion of the two-year program, the candidate will move into the Commercial Division as a Producer where he or she will focus on large commercial accounts. Additional opportunities for advancement within the company will be reviewed on an ongoing basis.
Required Competencies:
• 4 Year College Degree
• Outgoing, sales-oriented personality
• Highly competitive with a strong desire to succeed
• Financially motivated, entrepreneurial spirit
• Detailed and analytical
• Works well in group environments
• Adheres to time lines in an orderly manner
• Excellent verbal / presentation skills
Salary Range: Negotiable
Relocation Expenses: Not Covered
To Apply for this Position Please Contact:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
Brown & Brown will provide a highly competitive compensation package. We also provide a full benefits package, including health, dental, vision, life, long and short-term disability, as well as 401K with company match and Employee Stock Purchase Program.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Brown & Brown of Oregon, LLC
Location: Portland, OR
Job Summary:
Brown & Brown of Oregon, LLC is seeking an experienced Producers with a successful track record in writing new commercial insurance for clients in either Property & Casualty or Employee Benefits division.
Brown & Brown is one of the largest insurance agencies in the Northwest and the 6th largest insurance broker in the US. We are currently accepting applications for qualified producers who are looking to join our dynamic sales team. An ideal candidate will possess the following traits.
Responsibilities:
• Technical property and casualty or health insurance knowledge
• Ability to perform in depth coverage analysis and policy review
• Ability to create and maintain insurance carrier marketing relationships
• Outside sales and client consultation
• Business to business relationship development
• Ability to work effectively with account management and customer service teams
• Desire to join a larger, more capable firm to continue to grow personal book of business
Required Competencies:
• 3+ years of insurance sales experience
• 4 Year College Degree
• Outgoing, sales-oriented personality
• Highly competitive with a strong desire to succeed
• Financially motivated, entrepreneurial spirit
• Detailed and analytical
• Adheres to time lines in an orderly manner
• Excellent verbal / presentation skills
Salary Range: Negotiable
Relocation Expenses: Not Covered
To Apply for this Position Please Contact:
Please forward your resume with the position you are applying to in the subject line to:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
Brown & Brown will provide a highly competitive compensation package. We also provide a full benefits package, including health, dental, vision, life, long and short-term disability, as well as 401K with company match and Employee Stock Purchase Program.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Department: Commercial Lines
Location: Bend, OR
Job Details:
The Client Account Manager’s primary responsibility is to manage the day-to-day service needs of the client by performing a variety of technical assignments and administrative duties. These duties include the areas of maintaining computer files, analyzing insurance contracts, marketing, insurance plan design, negotiation of costs for products and services, coordination of claims, loss control, accounting and audit services and research and analysis in various areas as needed. The Client Account Manager fosters client satisfaction by helping to establish realistic client expectations, seeking client input, and meeting service commitments on many time sensitive tasks in a professional and punctual manner.
Primary / Essential Duties:
• Help clients understand their insurance policies/coverages and determine their individual service needs.
• Analyze contracts for certificates of insurance, issue certificates and binders.
• Review for accuracy all policies, changes/endorsements, audits and other documents.
• Prepare proposals, graphs and service plans for clients.
• Answer client and carrier questions with day-to-day email, phone, fax and mail requests in areas of policies, endorsements, audits, and accounting/billing, coordination of claims/loss control services.
• Prepare all necessary applications and data for a complete submission to underwriters.
• Address policy change requests by processing endorsements.
• Maintain high retention on exiting accounts.
• Increase revenue by crossing selling and writing new business.
• Attend training sessions, courses, etc. to maintain up-to-date skills and licensing requirements.
• Conduct an appropriate level of confidentiality of information processed.
• Duties are done independently or in a team environment
• Other duties or special projects may be assigned.
Competencies:
• Working knowledge of business office practices and procedures.
• Prioritize work and manage time effectively.
• Efficiently deal with a variety of personalities inside and outside of the organization.
• Knowledge of records management systems and storage.
• Read, comprehend, and write simple and/or difficult correspondences, comprehensive reports, and visual presentations (e.g. PowerPoint software, graphs, tables, charts, slides).
• Effectively present information and respond to questions from clients, teammate groups, and insurance carriers/vendors.
• Calculate basic math functions such as add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Compute rate, ratio, discounts, interest, commissions proportions, and percentages.
• Draw and interpret bar graphs.
• Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
• Bachelor’s Degree (BA/BS) or equivalent with one (1) year experience in the field of Property and Casualty insurance or high school graduate with a minimum of three (3) years of related experience in the field of commercial insurance, other combination of work and/or education will be considered.
• Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations..
• Familiarity with contracts and their provisions..
• 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.
Certificates / Licenses:
Must have, and maintain, current Property and Casualty License
Physical Demands:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the teammate is frequently required to sit; use hands to finger, handle or feel objects, tools, or controls; and talk or hear. The teammate is required to stand, walk, and reach with hands and arms for at least eight (8) hours a day. The teammate must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment:
The work environment characteristics described here are those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate, but the pace can be very busy. No or very limited exposure to physical risk.
Travel:
None except for educational or training purposes.
Salary Range: Negotiable
Relocation Expenses: Not Covered
To Apply for this Position Please Contact:
Please forward your resume with the position you are applying to in the subject line to:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
Brown & Brown will provide a highly competitive compensation package. We also provide a full benefits package, including health, dental, vision, life, long and short-term disability, as well as 401K with company match and Employee Stock Purchase Program.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Department: Personal Lines
Location: Bend, OR
Job Details:
The Client Account Manager’s primary responsibility is servicing existing accounts while generating additional revenue through cross-selling, account rounding, and new business. Client Accounts Managers provide high level consulting services for our clients’ personal insurance needs. Client Account Managers develop strong relationships with our clients, understand the client’s risk exposures, and ensure our clients’ personal assets and their financial positions are protected.
Primary / Essential Duties:
• Analyze client’s lost exposures and determine coverage needs.
• Annual revenue (commission) generation through cross-selling, account rounding, and new business.
• Prepare proposals and meet with clients to present recommendations.
• Assist clients with day-to-day questions, coverage changes, billing issues, etc..
• Generate documents and produce correspondences including summaries of insurance, schedules, and proposals.
• Update and run account and policy information including claims in computer system.
• Take initial loss information and report claims to carrier in a timely manner.
• Completes 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 clients and carriers through phone calls, personal meetings, seminars, etc..
• Keep current on marketplace changes and inform client as necessary.
• Maintain appropriate level of confidentially of information processed.
• Attend training sessions, courses, etc. to develop and maintain up-to-date skills and product knowledge.
• Duties are done independently or in a team environment.
• Other duties or special projects may be assigned.
Competencies:
• Working knowledge of business office practices and procedures.
• Prioritize work and manage time effectively with the ability to work independently or in a team environment.
• Efficiently deal with a variety of personalities inside and outside of the organization.
• Knowledge of records management systems and storage.
• Read and interpret documents such as procedure manuals, insurance policies, and visual presentations (e.g. PowerPoint software, graphs, tables, charts, slides).
• Write routine reports and correspondences.
• Effectively present information and respond to questions from clients, teammate groups, and insurance carriers/vendors.
• Calculate basic math functions such as add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
• Compute rate, ratio, discounts, interest, commissions, proportions, and percentages
• Apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
• Bachelor’s Degree (BA/BS) or equivalent with one (1) year experience as a Personal Lines Agent or high school graduate with a minimum of four (4) years of experience as a Personal Lines Agent, other combination 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.
• 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.
Certificates / Licenses:
Must have, and maintain, a current Property & Casualty License for all required states. Enroll in CISR/CIC Designation Program when required by Management.
Physical Demands:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
While performing the duties of this job, the teammate is frequently required to sit; use hands to finger, handle or feel objects, tools, or controls; and talk or hear. The teammate is required to stand, walk, and reach with hands and arms for at least eight (8) hours a day. The teammate must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment:
The work environment characteristics described here are those a teammate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate, but the pace can be very busy. No or very limited exposure to physical risk.
Travel:
None except for educational or training purposes
Salary Range: Negotiable
Relocation Expenses: Not Covered
To Apply for this Position Please Contact:
Please forward your resume with the position you are applying to in the subject line to:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
Brown & Brown will provide a highly competitive compensation package. We also provide a full benefits package, including health, dental, vision, life, long and short-term disability, as well as 401K with company match and Employee Stock Purchase Program.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.