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Brown & Brown Insurance

Commercial Lines Associate Account Manager

Brown & Brown Insurance

Commercial Lines Associate Account Manager managing a small book of accounts and assisting with routine tasks at Brown & Brown in Portland, OR.

Posted 4/29/2026part-timePortland • Oregon • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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.

Benefits

Comp & perks
  • 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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
insurance processingdata capturingpolicy change processingrenewal review preparationcross sellingproposal assemblyinvoice issuanceendorsement processingcustomer correspondence management
Soft Skills
customer serviceinterpersonal skillstelephone demeanorteam collaborationconfidentiality
Certifications
Bachelor’s Degreehigh school diploma