Client Account Manager

Brown & Brown of Oregon, LLC

Bend, OR

Job Category: Client Support

Division: Retail

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Job Summary

The Client Account Manager’s primary responsibility is to manage the day-to-day service needs of the client by performing a variety of technical assignments and administrative duties. These duties include maintaining computer files, analyzing insurance contracts, marketing, insurance plan design, negotiation of costs for products and services, coordination of claims, loss control, accounting and audit services and research and analysis in various areas as needed. 

 

We will rely on the Client Account Manager to foster client satisfaction by helping to establish realistic client expectations, seeking client input, and meeting service commitments on many time sensitive tasks in a professional and punctual manner.

 

Responsibilities:

  • Help clients understand their insurance policies/coverages and determine their individual service needs
  • Analyze contracts for certificates of insurance, issue certificates and binders
  • Review for accuracy all policies, changes/endorsements, audits and other documents
  • Prepare proposals, graphs and service plans for clients
  • Answer client and carrier questions with day-to-day email, phone, fax and mail requests in areas of policies, endorsements, audits, and accounting/billing, coordination of claims/loss control services
  • Prepare all necessary applications and data for a complete submission to underwriters
  • Address policy change requests by processing endorsements
  • Duties are done independently or in a team environment
  • Other duties as assigned

 

Required Skills

  • Current Property & Casualty License
  • Bachelor’s Degree (BA/BS) or equivalent with one (1) year of experience in the field of Property and Casualty insurance
  • Or high school diploma with a minimum of three (3) years of related experience in the field of commercial insurance, other combination of work and/or education will be considered
  • Solid knowledge and understanding of property and casualty coverage, current legislation, rules, laws, and other regulations
  • Familiarity with contracts and their provisions
  • 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
  • Maintain a high level of confidentiality

Salary Range

Negotiable

Contact

Amanda Scales - Team Resources Specialist at [email protected]

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