Commercial Lines Account Manager

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 Senior Account Manager to join our Habitational Commercial Lines team in Portland, OregonThe Senior Account Manager's primary responsibility is to partner with an assigned producer with the ability to solve and handle account issues independently. The Senior Customer Account Manager is a coach and mentor for the team. Routine duties include monitoring retention, negotiation of costs for products and services, analyzing insurance contracts, insurance plan designs, coordination of claims, loss control, accounting and audit services, and research and analyze in various areas as needed.How You Will ContributeConsults on new business, prepares proposals and independently handles customer requestsWorks directly with customer to ensure proper coverage is securedUses discretionary judgement to negotiate and obtain quotes; marketing approximately 30% of the book of businessHelp customers understand their insurance policies/coverages and determine individual service needsLeads the renewal process by obtaining, directly or indirectly, quotes and claims experience from various carriersHandles 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 renewalPrepares 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 bindersReviewing for accuracy on all policies, changes/endorsements, audits, and documentationsPreparing proposals, graphs, and service plans for customersAnswering 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 underwritersLicenses and Certifications: Maintain a current Property & Casualty License in all required statesSkills & Experience to Be Successful 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 consideredAU or CIC Designation preferredSolid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulationsFamiliarity with contracts and other provisionsFluent with Microsoft Windows, Office 365, Word, and ExcelAMS360 experience or skills to learn software program at an accelerated abilityTeammate Benefits & Total Well-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health BenefitsMedical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial BenefitsESPP; 401k; Student Loan Assistance; Tuition Reimbursement Mental Health & WellnessFree Mental Health & Enhanced Advocacy ServicesBeyond BenefitsPaid 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".

Created: 2025-03-09