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
Overview:
Brown & Brown, Inc. is one of the largest and most respected independent insurance intermediaries in the U.S. We are a publicly traded company, listed on the NYSE as BRO and employ over 8,000 seasoned professionals. Headquartered in Daytona Beach, Florida, our offices are located across the United States and we are looking for ambitious professionals to join our team!
With over 75 years of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders. Through our four business segments (Retail, National Programs, Wholesale Brokerage, and Services), Brown & Brown provides risk management solutions to businesses, corporations, governmental institutions, professional organizations, trade associations, families, and individuals.
There are no employees at Brown & Brown – only Teammates. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our company culture rewards self-starters and those who are committed to always doing what is best for their customers. With Brown & Brown you will be introduced to a career with virtually unlimited possibilities and will have access to the training, the mentoring and the tools you need to succeed.
Currently, we are seeking a highly motivated Office Assistant/Receptionist to join our Portland team! The Office Assistant is responsible for ensuring that BBNW’s office procedures with respect to: mail, reception, licensing, parking, and supplies are handled in a manner that facilitates customer service and supports internal processes and procedures. This position is key to building security issues and acts as the main liaison between building management and the office on security and maintenance issues.
Responsibilities:
• Support processing and distribute daily mail for the office.
• Cover switchboard during receptionist breaks/lunches or as needed.
• Assist with bank deposit duties as assigned.
• Ensure that lunch room and conference rooms are kept clean and well stocked.
• Prep conference room as needed.
• Manage parking spreadsheet and parking assignments.
• Contact building management on issues affecting security and facilities maintenance.
• Monitor cost of supplies and recommend alternatives to management.
• Order and distribute office supplies to all departments; keep supply room organized.
• Schedule shipment of display booth as requested.
• Order repairs of office equipment as needed.
• Maintain highest level of confidentially of information processed or viewed.
• Duties are done in a team environment.
• Other duties or special projects may be assigned.
Required Skills:
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.
• High School Diploma or equivalent; one to two (1-2) years related experience; or equivalent combination of education, experience, and/or training
• Proficient with Microsoft products such as Outlook, Excel, and Office365
• Exceptional telephone demeanor.
• Maintain a high level of confidentiality.
• AMS360 experience or skills to learn software program at a basic level at an accelerated ability.
• Basic understanding of insurance and business terminology is preferred.
• Multitask, be detailed oriented, and prioritize work effectively.
• Efficiently deal with a variety of personalities inside and outside of the organization.
• Handle difficult callers and resolve issues in a positive manner while always maintaining a calm and professional demeanor.
• Experience working with phone systems with 9 incoming lines and 140 extensions.
• Understanding of all office machinery, postage, and mailing functions.
• Knowledge of records management systems and storage.
• Ability to negotiate price with outside vendors.
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
We offer a mentorship program and internal growth opportunities are encouraged.
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 – Claims
Location: Portland, OR
Overview:
Brown & Brown, Inc. is one of the largest and most respected independent insurance intermediaries in the U.S. We are a publicly traded company, listed on the NYSE as BRO and employ over 8,000 seasoned professionals. Headquartered in Daytona Beach, Florida, our offices are located across the United States and we are looking for ambitious professionals to join our team!
With over 75 years of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders. Through our four business segments (Retail, National Programs, Wholesale Brokerage, and Services), Brown & Brown provides risk management solutions to businesses, corporations, governmental institutions, professional organizations, trade associations, families, and individuals.
There are no employees at Brown & Brown – only Teammates. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our company culture rewards self-starters and those who are committed to always doing what is best for their customers. With Brown & Brown you will be introduced to a career with virtually unlimited possibilities and will have access to the training, the mentoring and the tools you need to succeed.
The primary role of the Claims Consultant is to support the claims team in providing service to our commercial clients. A Claims Consultant performs a variety of technical assignments and administrative duties consisting of reporting claims to carriers, communication with claims adjusters, advocating for our clients in the claims process, monitoring the status of open claims, and preparing loss reports. Claims Consultants must have a strong understanding of commercial insurance coverages.
Responsibilities:
• Develop and maintain relationships with clients and carriers through phone calls, personal meetings, seminars, etc.
• Work with assigned book of clients to provide clarity on coverage matters.
• Report losses to appropriate carriers.
• Communicate with clients and adjusters pertaining to the handling of the claim.
• Monitor the status of open claims.
• Prepare loss reports and identify loss trends for clients, Client Account Managers, Claims Consultants, and all others relevant to the claim/client.
• Advocate for the client during the claims process.
• Assist with the collection of denied claims from carriers to clients.
• 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.
Required Skills:
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.
• Associate Degree (AA) or equivalent from two-year or technical school; or six (6) months to one (1) year of related experience and/or training; other combination of work and/or education will be considered.
• Must have or obtain within the first six (6) months a Property & Casualty Agent License for all required states..
• Basic 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 & 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.
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
Amanda Scales – Team Resource Specialist
ascales@bbnw.com
We offer a mentorship program and internal growth opportunities are encouraged.
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:
The primary responsibility of the Junior Client Account Manager is to transition into a Client Account Manager position within two (2) years. Under the guidance of the rest of the commercial department, the Junior Client Account Manager assists the team with routine tasks such as data entry/processing, prepare invoices, process endorsements, maintain various department spreadsheets, and correspond with clients and insurance companies. With an assigned select amount of accounts, the Junior Client Account Manager will learn all aspects of managing their own clients.
Primary / Essential Duties:
• 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 client 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 client within 30 days of receipt.
• Review and verify renewals and issue invoices.
• Increase revenue by crossing selling and writing new business.
• Duties are done in a team environment.
• Other duties or special projects may be assigned.
Competencies:
• Receptive to the mentorship, training, and guidance of Team Leader and teammates.
• 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).
• Effectively present information and respond to questions from prospects, teammates, and insurance carriers/brokers.
• Calculate basic math functions such as add, subtract, multiply, and divide in all units of measure.
• Compute rate, ratio, discounts, interest, commissions proportions, and percentages
• Apply common sense understanding to carry out instructions given in all methods of communication.
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 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
Certificates / Licenses:
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.
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 purpose.
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:
The primary role of the TA is to assist the commercial department with routine tasks while learning the Commercial Insurance Industry. Functions may include data entry/processing, preparing invoices, processing endorsements, maintaining various department files, and corresponding with clients and insurance companies. A TA is expected to be actively engaged in learning activities such as in-house training courses, mentoring, and industry certification in preparing to move into the Client Account Manager position in the future.
Primary / Essential Duties:
• Attend training sessions/courses to develop and purse insurance related designations.
• Generate AMS (Agency Management Systems) reports as requested.
• Run expiration report monthly for the department.
• Assist in sending out Renewal Questionnaires.
• Issue certificates of insurance.
• Scan and attach all mail/correspondences in AMS for the Client Account Managers.
• Answer phones, route callers, and take/deliver messages.
• Order Loss Runs.
• Copy and assemble proposals.
• Address policy change requests by processing endorsements.
• Check policies ensure each policy is delivered to the client within 30 days of receipt.
• Perform routine clerical tasks including data entry, filing, and operating office machines.
• Assist reception with sorting and distributing the mail.
• Any other tasks the department deems necessary.
• Maintain appropriate level of confidentially of information processed.
• Duties are done in a team environment.
• Other duties or special projects may be assigned
Competencies:
• Receptive to the mentorship, training, and guidance of Team Leader and teammates.
• 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).
• Effectively present information and respond to questions from prospects, teammates, and insurance carriers/brokers.
• Calculate basic math functions such as add, subtract, multiply, and divide in all units of measure.
• Compute rate, ratio, discounts, interest, commissions proportions, and percentages
• Apply common sense understanding to carry out instructions given in all methods of communication
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 be a 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.
• Willingness and desire to increase knowledge of the commercial insurance field while pursuing an industry designation.
• 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:
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.
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: 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:
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: 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.