Financial Planner growing and managing a portfolio of mass affluent clients at RBC. Providing tailor - made advice and cultivating relationships for client financial success.
About the role
- Commercial Lines Account Manager working closely with clients to meet their insurance needs and policies in Oregon. Foster relationships and ensure compliance while maintaining high retention on accounts.
Responsibilities
- Help customers understand their insurance policies/coverages and determine individual service needs
- Answer customer and carrier questions via their preferred communication method in the areas of policies, endorsements, audits, accounting/billing, and coordination of claims/lost control services
- Oversee assigned book of business including policy changes, proposals, applications, and endorsements
- Maintain high retention on existing accounts
- Increase revenue by cross-selling and writing new business
- Attend any required training sessions and courses to maintain skills and licensing requirements
- Foster and seek relationships with teammates across all levels of Brown & Brown
- Ensure compliance with government agencies and corporate policies and procedures
- Always conduct the highest level of confidentiality
Requirements
- 3+ years’ commercial insurance experience
- Exceptional telephone demeanor
- Proficiency in Microsoft Office 365
- Exceptional customer service and interpersonal skills
- Licenses and Certifications: Oregon and Washington P&C License
Benefits
- 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.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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