Client Account Manager - Bend, OR

Brown & Brown, Inc  |  Bend, OR  |  Broker / Agent, Customer Service, Sales

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.


  • 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 Competencies:

  • 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


We offer a wide range of benefits including, Medical, Dental and Vision coverage, Life Insurance, 401K, Employee Stock Purchase Plans, Paid Holidays, Paid Time Off, plus much more


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

Apply for Client Account Manager - Bend, OR

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

By applying for a job listed on you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.