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Commercial Lines Associate Account Manager
Brown & Brown InsuranceCommercial Lines Associate Account Manager managing a small book of accounts and assisting with routine tasks at Brown & Brown in Portland, OR.
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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