Brown & Brown, Inc  |  Portland, OR  |  Administration / Clerical, Entry Level, Product Manager

 

 

Brown & Brown is a unique, decentralized, publicly traded organization which has grown to be the sixth largest insurance intermediary in the country. With over 75 years of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders. Through our four business segments (Retail, National Programs, Wholesale Brokerage, and Services), Brown & Brown provides risk management solutions to businesses, corporations, governmental institutions, professional organizations, trade associations, families, and individuals.

 

There are no employees at Brown & Brown - only Teammates. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our company culture rewards self-starters and those who are committed to always doing what is best for their customers. With Brown & Brown you will be introduced to a career with virtually unlimited possibilities and will have access to the training, the mentoring and the tools you need to succeed.

 

The primary responsibility of the Junior Client Account Manager is to transition into a Client Account Manager role within two (2) years.  Under the guidance of the commercial department, the Junior Client Account Manager will assist the team with routine tasks such as data entry/processing, preparing invoices, processing endorsements, maintaining various department spreadsheets, and corresponding with clients and insurance companies. With an assigned select amount of accounts, the Junior Client Account Manager will learn all aspects of managing their own clients.

 

Responsibilities:

• 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 client 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 client within 30 days of receipt
• Review and verify renewals and issue invoices
• Increase revenue by crossing selling and writing new business
• Other duties or special projects may be assigned

Required Competencies:

• 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
• Current Property and Casualty License for all states or ability to obtain within the first six (6) months
• Ability to enroll in CISR/CIC Designation Program when required by Team Leader.

 

 

We offer full-time employees a benefit package that include 401k plan, employee stock purchase plan, medical, dental, vision and other voluntary products. The Company pays for insurance licensing and related continuing education credits for it's teammates.

 

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