Account Manager Trainee providing technical and administrative support in the insurance industry. Managing policies, client relations, and supporting underwriting processes in a team - oriented culture.
About the role
- Commercial Lines Account Manager working with clients to understand coverage requirements and ensure policies meet their needs. Involves managing accounts and collaborating across teams for compliance and retention.
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 polices, 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 crossing 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
- 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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