Brown & Brown, Inc  |  Portland, OR  |  Customer Service, Product Manager, Sales

 

 

Company: Brown & Brown Northwest

Brown & Brown Northwest is seeking a Select Client Account Manager for their Portland office. The primary role of the Account Manager is to manage day-to-day service needs of the client. The secondary role of the Account Manager is to write new business accounts.  To perform these tasks, a Select Client Account Manager performs a variety of technical assignments and administrative duties in the areas of maintaining computer files, analyzing insurance contracts, marketing, insurance plan design, negotiation of costs for products and services, coordination of claims, loss control, accounting and audit services and research and analysis in various areas as needed. This position requires strong organizational and inter-personal skills, along with prior insurance experience. The selected individual fosters client satisfaction by helping to establish realistic client expectations, seeking client input, and meeting service commitments on many time sensitive tasks in a professional and punctual manner. 

 

We are a merit based company where hard work and performance is recognized and rewarded. High performers for these positions tend to thrive in a fast-paced environment, be intuitive and possess generally good business instincts and critical thinking skills.

 

Responsibilities: 

• Assist clients in understanding their insurance policies/coverage's and determine their individual service needs
• Analyze contracts for certificates of insurance, issue certificates and binders
• Review for accuracy on all policies, changes/endorsements, audits and other documents
• Assist in preparing proposals, graphs and service plans for clients
• Assist clients and carriers with day-to-day email, phone, fax and mail requests in areas of policies, endorsements, audits, accounting/billing, coordination of claims/loss control services
• Write new business
• Marketing process including preparation of all necessary applications and data necessary for a complete submission to underwriters
• Attend any required training sessions, courses, etc to maintain up to date skills and licensing requirements
• Maintain appropriate level of confidentiality
• Follows company policies and procedures
• Miscellaneous administrative tasks including back up of front desk receptionist and support of other teams as needed
• Duties are done independently or in team environment

 

Required Competencies:

• BA/BS Degree with one year of experience in the field of Property and Casualty insurance or High School graduate with minimum 2 years’ experience in the field of commercial insurance. Other combinations of work and/or education will be considered
• Must have a current Property and Casualty License
• Demonstrates clear knowledge of commercial insurance coverage and standard industry offerings
• Excellent inter-personal and relationship building abilities
• Ability to handle multiple tasks and/or projects simultaneously despite their complexity
• Capable of meeting deadlines
• Strong written and verbal communication skills
• Creativity and the ability to solve problems
• Results orientation with the drive to succeed
• Ability to mentor supporting staff, delegate, and administer their work
• Exceptional telephone demeanor
• Ability to maintain a high level of confidentiality

 

Preferred:

• Bachelor’s Degree in Business or Financial related discipline is desired
• Minimum 3-5 years P&C experience required
• AMS360 experience is highly desired
• Proficient with MS Office Suite
• 1-3 year(s) experience in a similar position
• Resident State Insurance License

 

 

We are an Equal Opportunity Employer. 
We take pride in the diversity of our team and seek diversity in our applicants.