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Account Manager - Private Client (Hybrid)

Company: Brown & Brown Insurance
Location: Beaverton
Posted on: January 25, 2023

Job Description:

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 Private Client Account Manager to join our team in Portland, Oregon!WHAT YOU'LL DO:

  • Develop and maintain proactive communications with customers and underwriters
  • Analyze customer's lost exposures and determine coverage needs
  • Prepare proposals and meet with customers to present recommendations
  • Annual revenue (commission) generation through cross-selling, account rounding, and new business
  • Assist customers with day-to-day questions, coverage changes, billing issues, etc.
  • Complete all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis
  • Prepare policy renewals and endorsements, account updating, and billing
  • Develop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc.
  • Attend required training sessions, courses, etc. to develop and maintain up-to-date skills, licensing, and product knowledge
  • 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 confidentialityWHAT YOU'LL NEED:
    • 3+ years' high net worth Personal Lines experience
    • Oregon and Washington P&C License
    • CAPI, CPRM, and/or CPRIA designation, or obtain in reasonable timeframe
    • Established relationships with carriers specializing in Private Client offerings (Chubb, Pure, AIG, etc.)
    • Proficiency in Microsoft Office 365
    • Exceptional customer service and interpersonal skillsWHAT WE OFFER:
      • Excellent growth and advancement opportunities
      • Competitive pay based on experience
      • Paid time off
      • Generous benefits package: health, dental, vision, 401(k), etc.
      • Employee Stock Purchase PlanWe are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

Keywords: Brown & Brown Insurance, Beaverton , Account Manager - Private Client (Hybrid), Executive , Beaverton, Oregon

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