Commercial Lines Account Coordinator

Posted Yesterday
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Portland, OR, USA
In-Office
Junior
Insurance
The Role
Support the commercial insurance team with data entry, AMS reporting, endorsements, certificates, loss runs, renewal questionnaires, invoicing, and policy delivery. Perform clerical tasks, assemble proposals, maintain confidentiality, attend in-house training, pursue industry designations/licenses, and prepare to advance to a Customer Account Manager role.
Summary Generated by Built In

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Commercial Lines Account Coordinator to join our growing team in Portland, OR!

The primary role of the Account Coordinator is to assist the commercial department with routine tasks while learning the Commercial Insurance Industry.  Functions may include data entry/processing, preparing invoices, and processing endorsements.  An Account Coordinator 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 Customer Account Manager position in the future.

How You Will Contribute

  • Generate AMS (Agency Management Systems) reports as requested

  • Assist in sending out Renewal Questionnaires

  • Issue certificates of insurance

  • Order Loss Runs

  • Copy and assemble proposals

  • Process endorsements

  • Check policies ensure each policy is delivered to the customer within 30 days of receipt

  • Perform routine clerical tasks including data entry, filing, and operating office machines

  • Any other tasks the department deems necessary

  • Maintain appropriate level of confidentially of information processed

  • Duties are done in a team environment

  • Attend inhouse educational sessions/classes as requested by leadership

  • Other duties or special projects may be assigned

Licenses and Certifications:

  • When required by Leadership, obtain a current Property and Casualty License for all required states and/or enroll in CISR/CIC Designation Program.

Skills & Experience to Be Successful

  • 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

#LI-SN3

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.


Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

Skills Required

  • Bachelor's degree (BA/BS) or high school graduate with a minimum of one (1) year office environment experience; other combinations of work and/or education considered
  • Basic understanding of insurance and business terminology
  • Willingness and desire to increase knowledge of the commercial insurance field and pursue industry designation
  • Fluent with Microsoft Windows, Office 365, Word, and Excel
  • AMS360 experience or ability to learn AMS360 quickly
  • Obtain Property and Casualty License for required states and/or enroll in CISR/CIC program when required by leadership

Brown & Brown Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown & Brown Insurance and has not been reviewed or approved by Brown & Brown Insurance.

  • Healthcare Strength Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
  • Retirement Support The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
  • Equity Value & Accessibility An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.

Brown & Brown Insurance Insights

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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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