Personal Lines Account Coordinator

Personal Lines Account Coordinator

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 Personal Lines Account Coordinator to join our growing team in Portland, OR!

The primary role of the Personal Lines Account Coordinator (AC) is to assist the Personal Lines department with routine tasks while learning the Insurance Industry. Other functions may include data processing and data entry, preparing invoices, processing endorsements, maintaining various department files, and corresponding with customers and other vendors. An AC is expected to be actively engaged in learning activities such as in-house training courses, mentoring, and industry certification in preparing to move into the Customer Account Manager position in the future.

How You Will Contribute:

• Attend training sessions/courses to develop and pursue insurance related designations
• Generate AMS (Agency Management Systems) reports as requested
• Run weekly suspense reports for the department
• Print Insurance Coverage Review checklist for new accounts
• Process insurance binders
• Scan and attach all mail/correspondence in AMS for the department
• Answer phones, route callers, and take and deliver messages
• Prepare VIP Summaries as needed
• Copy and assemble proposals
• Address policy change requests by processing endorsements
• Check policies ensure each policy is delivered to the customer within 30 days of receipt
• Maintain appropriate level of confidentiality of information processed
• Other duties or special projects may be assigned

Licenses and Certifications:

• Obtain a Property & Casualty License for the State of Oregon and/or resident state when required by Management after probationary period.
• Enroll in CISR/CIC Designation Program when required by Management.

Skills & Experience to Be Successful:

• Bachelor's Degree (BA/BS) or equivalent with six (6) months of office experience or high school graduate with a minimum of one (1) year experience in an office environment, other combination of work and/or education will be considered
• Basic understanding of insurance and business terminology is preferred
• Willingness and desire to increase knowledge of the personal insurance field while pursuing an industry designation
• Fluent with Microsoft Windows, 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

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• 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.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, "The Power to Be Yourself".