Commercial Lines Account Manager
At a glance
Mid-level Account Management role at Bb Insurance. 2 Locations · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Guide customers through policy coverage and identify the service help each account requires
- Handle client and carrier questions about endorsements, audits, billing, claims, and loss-control coordination
- Manage assigned commercial accounts through policy updates, proposals, applications, and endorsements
- Retain existing business while generating revenue through cross-selling and new account placement
- Keep licensing current, follow compliance requirements, and build relationships with teammates across the organization
What you bring
- At least three years of commercial insurance experience
- Active property and casualty licenses in Oregon and Washington
- Strong phone presence, customer service ability, and interpersonal communication
- Working knowledge of Microsoft Office 365
Who this fits
You’ll suit a customer-facing commercial insurance role centered on managing an assigned book of business and supporting clients and carriers. The position is based in Bend, Oregon, with a hybrid work arrangement. You’ll need to maintain Oregon and Washington P&C licensing and attend required training or courses.
From the employer
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 Manager to join our growing team in Bend, OR!
This role involves working closely with clients to understand their coverage requirements, recommending appropriate insurance products, and ensuring that their policies are up-to-date and meet their needs.
How You Will Contribute
- Help customers understand their insurance policies/coverages and determine individual service needs
- Answer customer 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
- Foster and seek relationships with teammates across all levels of Brown & Brown
- Ensure compliance with government agencies and corporate policies and procedures
- Always conduct the highest level of confidentiality
Licenses and Certifications:
- Oregon and Washington P&C License
Skills & Experience to Be Successful
- 3+ years’ commercial insurance experience
- Exceptional telephone demeanor
- Proficiency in Microsoft Office 365
- Exceptional customer service and interpersonal skills
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”.
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