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.
Location: Portland, Oregon
Overview:
Brown & Brown Northwest is looking for an Account Coordinator to join our Surety Department in our Portland, Oregon office.
The Account Coordinator will support the Surety Department with all administrative functions, including data processing, data entry, preparing invoices, processing endorsements, maintaining various department files and corresponding with clients and vendors.
The ideal candidate will be detail oriented, have excellent communication skills, strong organization skills and the drive to succeed in a team environment. Previous office administration experience preferred.
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.
Responsibilities:
• Perform routine clerical tasks including data entry, filing, and operating office machines
• Assist reception with sorting and distributing the mail
• Answer phones, route callers and take/deliver messages
• Preview how to initiate bonds through the online systems and submit to the Surety company
• Verify bond renewals and issue invoices
• Scan and attach all mail/correspondences in our agency management system for the Account Managers
• Update and maintain Surety files to ensure ongoing underwriting compliance
• Any other tasks the department deems necessary
• 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.
• 1+ years of office experience preferred
• Basic understanding of insurance and business terminology is preferred
• Proficiency in Microsoft 365
• Ability to read, write, and speak in English
• Excellent customer service and interpersonal skills
Perks of the Job:
• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Paid time off
• Full benefits package: health, dental, vision, etc.
• Employee Stock Program
• Mentorship Program
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
Brown & Brown is an equal opportunity employer. As part of our commitment to fight for equality, we work to ensure a fair and consistent interview process. We celebrate diversity and we are committed to an inclusive work environment.
Location: Vancouver, Washington
Overview:
Brown & Brown Northwest currently has an exciting career opportunity for a Benefits Account Coordinator in our Vancouver, Washington office.
The Benefits Coordinator will assist the Benefits department with routine tasks while learning the insurance industry. Functions may include data entry/processing, preparing invoices and processing endorsements. A TA is expected to be actively engaged in learning activities such as in-house training courses, mentoring and industry certification in preparation to move into the Client Account Manager position in the future.
The ideal candidate will have excellent communication skills, an ability to multitask and prioritize, the willingness and desire to learn, and the drive to succeed in a team environment. Experience in the insurance industry is appreciated but not required.
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, mentoring and tools you need to succeed.
Responsibilities:
• Perform clerical tasks including data entry, filing and operating office machines
• Process applications, policies, billings, cancellations and endorsements
• Provide superior customer service that meets and exceeds department standards
• Maintain appropriate level of confidentiality for information processed
• Scan and attach all mail/correspondences related to clients in BenefitPoint
• Attend in-house educational sessions/classes as requested by leadership
• Obtain a current Life & Disability (Health) Insurance License for all required states within first 3 months of employment
• 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.
• 1 year of office administration experience preferred
• Willingness and desire to increase knowledge of employee and individual benefits while pursuing an industry designation
• Proficiency in Microsoft Office 365
• Ability to read, write, and speak in English
• Excellent customer service and interpersonal skills
Perks of the Job:
• Excellent growth and advancement opportunities
• Paid time off
• Full benefits package: health, dental, vision, etc.
• Employee Stock Program
• Mentor Program
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
Brown & Brown is an equal opportunity employer. As part of our commitment to fight for equality, we work to ensure a fair and consistent interview process. We celebrate diversity and we are committed to an inclusive work environment.
Location: Portland, Oregon
Overview:
Brown & Brown Northwest is currently seeking an experienced Private Client Account Manager to join our team in Portland, Oregon.
The Private Client Account Manager provides best in class customer service and risk consultation to high net worth clients and prospects. The Private Client Account Manager delivers direct support to the client and the Private Client Producer, as well as handles annual insurance reviews for house accounts and assists the Producer with renewal summaries and remarkets.
Responsibilities:
• Develop and maintain proactive communications with clients and underwriters.
• Analyze client’s lost exposures and determine coverage needs
• Prepare proposals and meet with clients to present recommendations
• Annual revenue (commission) generation through cross-selling, account rounding, and new business
• Assist clients with day-to-day questions, coverage changes, billing issues, etc.
• 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 clients and carriers through phone calls, personal meetings, seminars, etc.
• Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge
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.
• Minimum three (3) years of experience as a Personal Lines Agent, specifically focused on high net worth clients.
• Must have and maintain a current Property & Casualty License for the State of Oregon and Washington and/or resident state.
• Enroll in or maintain CAPI, CPRM,and/or CPRIA designation
• Solid knowledge and understanding of personal lines coverage, forms, and contract language
• Key relationships with carriers specializing in Private Client offerings such as Chubb, Pure, and AIG
• Basic understanding of company underwriting guidelines
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
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.
Location: Bend, Oregon
Overview:
Brown & Brown Northwest is seeking a Technical Assistant to join our Employee Benefits Team in Bend, Oregon! This is a full time, benefits eligible opportunity that could jumpstart a career in insurance!
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.
Responsibilities:
• Perform routine clerical tasks including data entry, filing, and operating office machines
• Support the Client Account Manager with open enrollment, including open enrollment spreadsheets, packets, and benefit guides.
• Assist in client specific projects including implementation of carrier transition, dependent verification audits, billing reconciliation, wellness initiatives, compensation statements, enrollment processing and consultant invoicing
• Expand knowledge of industry trends and information, new product development, legislations, coverages, and technology.
• Interact professionally with all internal teammates and external clients
• Maintain appropriate level of confidentially of information processed
• Attend in-house educational sessions/classes as requested by leadership
• 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.
• 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
• Exceptional telephone demeanor
• Must have excellent customer service and interpersonal skills
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
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.
Location: Portland, Oregon
Overview:
Brown & Brown Northwest currently has an exciting career opportunity for a Client Account Manager to join our Commercial Lines team in Portland, Oregon!
We are looking for detailed, analytical, self-managing professionals with a passion for supporting their clients by performing a variety of technical assignments and administrative duties. You’ll work in a fast-paced environment and build relationships within your book of business. You’ll develop accounts by analyzing customer needs, identifying solutions, and building individual client plans while collaborating with our Commercial Lines Producers. In this role, you will be a key member of our team, providing prompt, accurate, courteous service as a liaison between the insured, the producer, and other departments.
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.
Responsibilities:
• Help clients understand their insurance policies/coverages and determine individual service needs
• Answer client and carrier questions via their preferred communication method in the areas of polices, endorsements, audits, accounting/billing, and coordination of claims/lost control services
• Oversee assigned book of business including policy changes, proposals, applications, and endorsements
• Maintain high retention on existing accounts
• Increase revenue by crossing selling and writing new business
• Attend any required training sessions and courses to maintain skills and licensing requirements
• 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.
• Minimum of three (3) years of related commercial insurance experience preferred
• Current Property and Casualty License for all required states
• Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• Exceptional telephone demeanor
• Must have excellent customer service and interpersonal skills
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
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.
Location: Portland, Oregon
Overview:
Brown & Brown Northwest currently has an exciting career opportunity for Client Account Manager on our Employee Benefits Team in our Portland, Oregon office!
Brown & Brown Northwest is seeking a dedicated Client Account Manager to act as a liaison between our clients and our insurance carriers, coordinating the employee enrollment process into various insurance plans (medical, dental, disability, etc.) In this role, you will have the opportunity to provide post-enrollment support to our clients to ensure they experience the highest level of customer satisfaction.
Responsibilities:
• Help clients understand insurance policies/coverages and determine their individual service needs
• Discuss various funding mechanism options with clients, such as level funding, self-funding, etc.
• Act as an advocate for clients on employee claim issues and carrier relations
• Answer client and carrier questions through all means of communications such as through calls, personal meetings, seminars, etc.
• Educate clients on compliance responsibilities for federal laws effecting health plans (ERISA, SPD, COBRA, Medicare, FMLA, HIPAA. Etc.)
• 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 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.
• Must have, and maintain, current Life & Health Insurance License for required states within six (6) months
• Bachelor’s Degree (BA/BS) with three (3) years of experience in the field of Employee Benefits Administration or high school graduate with a minimum of five (5) years of related experience, other combination of work and/or education will be considered
• Solid knowledge and understanding of group health and welfare benefit plan coverage, current legislation, rules, laws, and other regulations. Insurance plans, underwriting principals, selection, pricing, rating, and premium calculation
• Familiarity with complex benefit issues to serve as the key contact for clients to resolve them
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• BenefitPoint experience or skills to learn software program at an accelerated ability and familiarity with AMS360
• Exceptional telephone demeanor
• 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:
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.
Location: Portland, Oregon
Overview:
We are currently seeking a Client Account Manager to join our Small Commercial Team in Portland, Oregon
Our 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 maintaining computer files, analyzing insurance contracts, marketing, insurance plan design, negotiation of costs for products and services, coordination of claims, loss control, accounting/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.
The ideal candidate will be professional, have excellent communication skills, the ability to prioritize work and manage time effectively, and the desire to provide exceptional customer service to our clients in every interaction.
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!
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.
Responsibilities:
• 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
• 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
• 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.
• 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
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
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.
Location: Portland, OR
Overview:
Brown & Brown Northwest currently has an exciting career opportunity for an Employee Benefits Leader in our Portland, Oregon office!
The Employee Benefits (EB) Department Leader’s primary responsibility is for the overall direction and leadership of the Employee Benefits department. Department Leaders advise and serve as a member of the leadership team in the development and execution of short term and long-term plans and budgets based on office goals, acquisitions, strategic planning, and growth objectives. In conjunction with Producers, the EB Department Leader also provides high level consulting services to our Client Account Managers and clients regarding their health and welfare plans. Department Leaders are responsible for servicing existing accounts while generating additional revenue through crossing-selling and account rounding activities.
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.
Competencies:
• High level understanding of business office practices and procedures and monitor compliance within the organization across all teams
• Prioritize and plan work activities and use time efficiently
• Remain open to others’ ideas and exhibit willingness to try new things
• Speak clearly and persuasively in any situation and demonstrate presentation skills
• Identify and resolve problems in a timely manner by gathering and analyzing information skillfully and maintain confidentiality
• Adapt to changes in the work environment, manage competing demands, and able to deal with frequent change, delays, or unexpected events
Responsibilities:
• Responsible for the day-to-day supervision of department by managing workflow, evaluating progress, and addressing attendance issues
• Coach and mentor teammates with an unwavering commitment to revenue growth
• Oversight and ownership of EB Department results
• Advise clients on teammate communication strategies and conduct/oversee team meetings
• Develop and implement business strategies in collaboration with Profit Center Leader and manage strategic relationships with third parties
• Consults with Client Account Managers and reviews their clients’ current benefit plans and strategies to set objectives
• Foster and seek new relationships with clients and carriers through all means of communications such as through calls, personal meetings, seminars, etc.
• Keep current on marketplace changes and inform clients as necessary
• 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.
• Bachelor’s Degree (BA/BS) with five (5) years of experience in the field of employee benefits administration, or high school graduate with at least seven (7) years of related experience; other combination of work and/or education will be considered
• In-depth knowledge and understanding of group health and welfare benefit plan coverages, current legislation, rules, laws, other regulations, insurance plans, underwriting principals, selection, pricing, rating, and premium calculation
• Familiarity with complex benefit issues and serving as a key contact for clients to resolve these issues
• BenefitPoint experience or sills to learn software at an accelerated ability
• Proficient with Microsoft products such as Outlook, Excel, and Office365
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
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: Property & Casualty
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.
A structured two-year program is designed to educate and prepare for a transition into a Producer role. Other opportunities for advancement within the company will be reviewed on an ongoing basis. Producers report to the Profit Center Leader, Vice President, or individual whose responsibility are in the sales and renewal of business and defined as “producer” by participation in the TOP GUN program. Producers receive sales goals and objectives while operating within Brown & Brown quality control procedures. Compensation can consist of commission in addition to base salary, at the Profit Center’s discretion. Business is primarily conducted outside of the physical location of the branch or office.
Responsibilities:
• Promote the growth of BBNW through the sale of new accounts.
• Develop and pursue cross-selling opportunities in concert with the Client Account Managers.
• Build, expand, and solidify relationships with the clients at all levels within the company and lead appropriate resources to address the client’s needs, including risk and the identification and resolutions of underwriting or policy issues.
• Obtain prospects and actively pursue and create interest by making telephone calls, writing letters, or through personal visits.
• Maintain and actively work a database of active prospects by identifying business needs and proposing company products and services.
• Monitor level of client service and assist with claim issues as needed.
• Handle and resolve client complaints and problems.
• Encourage and coordinate teamwork and communication among those who service clients.
• Set regularly scheduled meeting on a frequency that is appropriate for each client.
• Assist the Client Account Managers with the collection of receivables.
• Maintain good relations with carrier personnel.
• Keep current on marketplace changes and inform client as necessary.
• Become significantly involved and future develop expertise in declared sector or market area by networking and participating in professional development activities.
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.
• Bachelor’s Degree (BA/BS) in business or financial related field is preferred, other combination of work and/or education will be considered
• Must have, or obtain within 90 days, a Property & Casualty Agent License for all required states
• Basic understanding of insurance and business terminology
• Highly competitive with a strong desire to succeed
• Fluent with Microsoft Windows, Office 365, Word, and Excel
• AMS360 experience or skills to learn software program at an accelerated ability
• Exceptional telephone demeanor with above average empathy, able to read the subtleties of non-verbal communication, and respond accordingly
• Must have excellent customer service and interpersonal skills
• Strong, consistent, and assertive communication skills
• Should be highly self-confident and able to rebound from rejection
• Maintain a high level of confidentiality with high energy and ability to work effectively at a fast pace
Please forward your resume with the position you are applying to in the subject line to:
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: Personal Lines
Location: Bend, 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 Client Account Manager’s primary responsibility is servicing existing accounts while generating additional revenue through cross-selling, accounting rounding, and new business. Client Account Managers provide high level consulting services for our clients’ personal insurance needs. Developing strong relationships with our clients and understanding their risk exposures, ensures our clients’ personal assets and their financial positions are protected.
Responsibilities:
• Analyze client’s lost exposures and determine coverage needs.
• Annual revenue (commission) generation through cross-selling, account rounding, and new business.
• Meet or exceed annual department retention goals.
• 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.
• 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.
• 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 required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge.
• Duties are done independently or in a team environment.
• Other duties 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.
• 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 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..
• 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, Office365, 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.
To Apply for this Position:
Please forward your resume with the position you are applying to in the subject line to:
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.