Job Description
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 HOA/Condo Account Executive to join our growing team in Portland, OR.
Responsible for account management, direct sales and customer service support to the sales team using a variety of skills and knowledge of the insurance market, products, and competition. Compensation can consist of commission in addition to base salary, at the Profit Center’s discretion and who may, or may not, participate in the TOP GUN program. Account Executives are given sales goals and objectives. Decision-making and discretion are utilized in the process of acquiring and renewing accounts.
How You Will Contribute
- Promote growth through the sale of new accounts
- Manage and retain existing book of business and pursue new opportunities for the book, where appropriate, including a specific business plan for growth
- Develop and pursue cross-selling opportunities with Sr. Customer Account Managers
- Obtain prospects and actively pursue and create interest by making calls, writing letters, or through personal visits
- Document sales and prospecting information into the sales management database
- Maintain and actively work a database of active prospects by identifying business needs and proposing company products and services
- Monitor level of customer service and assist with claim issues as needed
- Handle and resolve customer complaints and problems
- Encourage teamwork and communication among those who service customers
- Set regularly scheduled meetings on a frequency that is appropriate for each customer
- Present proposal to customer, ensuring appropriate team members and resources are represented/attend
- Assist the Customer Account Managers with the collection of receivables
- Maintain good relations with carrier personnel
- Keep current on marketplace changes and inform customer as necessary
- Become significantly involved and develop expertise in a declared sector or market area by networking and participating in professional development activities
Skills & Experience to Be Successful
- Bachelor’s Degree (BA/BS) in the field of business or financial related field is preferred with three (3) years of related insurance experience; other combination of work and/or education will be considered
- Basic understanding of insurance and business terminology is preferred
- Must be assertive, without being overly aggressive
- Exceptional telephone demeanor with above average empathy, able to read the subtleties of non-verbal communication and respond accordingly
- Highly self-confident and able to rebound from the rejection
- 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
We are an Equal Opportunity Employer. Brown & Brown is 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”.
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