Senior Account Manager, Commercial Lines
Brown & Brown Insurance
full-time
Posted on:
Location Type: Hybrid
Location: Portland • Oregon • United States
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Job Level
About the role
- Consults on new business, prepares proposals and independently handles customer requests
- Works directly with customer to ensure proper coverage is secured
- Uses discretionary judgement to negotiate and obtain quotes; marketing approximately 30% of the book of business
- Help customers understand their insurance policies/coverages and determine individual service needs
- Leads the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriers
- Handles new quoting and issuing new lines of coverage without the involvement of a producer.
- Recommend coverage to customers based on assessing the risk or risks they need to insure
- Acts as liaison between producer and customer by obtaining exposure and operation updates, receiving renewal applications and ordering appropriate documents needed for renewal
- Prepares and Completes Insurance Coverage Review’s if needed. Ensures the Insurance Coverage Review is completed, returned and sent to the insured with an approved letter/email.
- Analyzing contracts for certificates of insurance, issue certificates, and binders
- Reviewing for accuracy on all policies, changes/endorsements, audits, and documentations
- Preparing proposals, graphs, and service plans for customers
- Answering 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
- Preparing all necessary applications and data for a complete submission to underwriters
Requirements
- Must have experience working with residential communities such as HOAs and apartment complexes
- Bachelor’s Degree (BA/BS) with five (5) years of experience in the field of Property and Casualty insurance, or high school graduate with a minimum of eight (8) years of related experience in the field of commercial insurance; other combination of work and/or education will be considered
- AU or CIC Designation preferred
- Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
- Familiarity with contracts and other provisions
- Fluent with Microsoft Windows, Office 365, Word, and Excel
- AMS360 experience or skills to learn software program at an accelerated ability.
Benefits
- 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.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance policiesrisk assessmentcontract analysisquote negotiationpolicy reviewclaims processingcoverage recommendationsdata submissioncustomer serviceproposal preparation
Soft Skills
communicationnegotiationcustomer relationsanalytical thinkingproblem-solvingattention to detailorganizational skillsdiscretionary judgmentleadershipliaison skills
Certifications
Bachelor’s DegreeAU DesignationCIC Designation