Brown & Brown
Overview
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!
Responsibilities
Attend training sessions/courses to develop and purse 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 confidentially 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
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”.
#J-18808-Ljbffr
Brown & Brown
is seeking a
Personal Lines Account Coordinator
to join our growing team in
Portland, OR!
Responsibilities
Attend training sessions/courses to develop and purse 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 confidentially 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
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”.
#J-18808-Ljbffr