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 Associate Account Manager to join our growing team in Portland, OR!
Under the guidance of the rest of the commercial department, the Associate Account Manager assists the team with routine tasks such as data entry/processing, prepare invoices, process endorsements, maintain various department spreadsheets, and correspond with customers and insurance companies. With an assigned select number of accounts, the Associate Account Manager will learn all aspects of managing their own customers.
How You Will Contribute:
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 customer 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 customer within 30 days of receipt
Review and verify renewals and issue invoices
Prepare renewal reviews as needed for the team
Order loss runs and assist with data capturing for captive programs
Increase revenue by crossing selling and writing new business
Duties are done in a team environment
Other duties or special projects may be assigned
Licenses and Certifications:
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.
Skills & Experience to be Successful:
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
#LI-AFZ
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.
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”.
Top Skills
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.
