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 Commercial Lines Account Coordinator to join our growing team in Portland, OR!
The primary role of the Account Coordinator is to assist the commercial department with routine tasks while learning the Commercial Insurance Industry. Functions may include data entry/processing, preparing invoices, and processing endorsements. An Account Coordinator 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
- Generate AMS (Agency Management Systems) reports as requested
- Assist in sending out Renewal Questionnaires
- Issue certificates of insurance
- Order Loss Runs
- Copy and assemble proposals
- Process endorsements
- Check policies ensure each policy is delivered to the customer within 30 days of receipt
- Perform routine clerical tasks including data entry, filing, and operating office machines
- Any other tasks the department deems necessary
- Maintain appropriate level of confidentially of information processed
- Duties are done in a team environment
- Attend inhouse educational sessions/classes as requested by leadership
- Other duties or special projects may be assigned
Licenses and Certifications:
- When required by Leadership, obtain a current Property and Casualty License for all required states and/or enroll in CISR/CIC Designation Program.
Skills & Experience to Be Successful
- Bachelor’s Degree (BA/BS) or be a high school graduate with a minimum of one (1) year of office environment experience; other combination of work and/or education will be considered
- Basic understanding of insurance and business terminology
- Willingness and desire to increase knowledge of the commercial insurance field while pursuing an industry designation
- Fluent with Microsoft Windows, Office 365, Word, and Excel
- AMS360 experience or skills to learn software program at an accelerated ability
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”.