Medford, Oregon, United States · On-site
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 Manager to join our growing te…
Skills: Personal Lines Insurance, Cross-selling, Account Rounding, Risk Exposure Analysis, Customer Service
Medford, Oregon, United States · On-site
$18/hr–$22/hr
Department: Member Contact Center Reports To: MCC Assistant Manager Classification: Non-Exempt About Rogue Credit Union: Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rog…
Skills: Active listening, Customer service, Telephone skills, Communication, Computer literacy
Ashland, Oregon, United States · On-site
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Customer service, Cash handling, Relationship building, Financial services, Account opening
St. Petersburg, Florida, United States · On-site
Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solu…
Skills: State & Local Tax, Multistate tax planning, Tax compliance, Tax controversy, Income and franchise tax
Medford, Oregon, United States · Remote OK
$150k–$200k/yr
Stop Settling for Average Income If you’re driven, coachable, and ready to get paid based on your effort, this may be the opportunity you’ve been looking for. Meron Financial Agency is expanding in the Houston market and…
Skills: Sales, Communication, Lead generation, Customer service, Life insurance
Medford, Oregon, United States · On-site
$107k–$134k/yr
Department: Internal Support Reports To: Software Engineering Manager Classification: Exempt About Rogue Credit Union: Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue…
Skills: PL/SQL, Python, Oracle, RDBMS, SQL Profiling
Medford, Oregon, United States · Remote OK
$130k–$210k/yr
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to appl…
Skills: Relationship management, Business development, Credit analysis, Loan underwriting, Portfolio management
Boise, Idaho, United States · Hybrid
$101k–$171k/yr
Manager Cost Accounting Hybrid role (3 days/week in office) at our Portland, Medford, Fargo, Burlington, Vancouver, Renton, Boise, Lewiston, Spokane or Salt Lake City offices. Candidates must reside within commutable dis…
Skills: Cost accounting, Financial analysis, Cost allocation, Leadership, Strategic planning
Medford, Oregon, United States · On-site
$130k–$175k/yr
Position Summary The Controller is responsible for overseeing all accounting, financial reporting, treasury, budgeting, forecasting, and internal control functions for Grange Co-op. Reporting directly to the Chief Financ…
Skills: Financial Reporting, Accounting Operations, GAAP Compliance, Internal Controls, Budgeting
H&R BlockMedford, Oregon, United States · On-site
About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly w…
Skills: Tax preparation, Client services, Communication, Problem-solving, Customer service
H&R BlockMedford, Oregon, United States · On-site
About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly w…
Skills: Tax preparation, Client services, Communication, Problem-solving, Customer service
Medford, Oregon, United States · Remote OK
$130k–$138k/yr
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to appl…
Skills: Commercial banking, Credit underwriting, Financial analysis, Risk management, Loan documentation
Medford, Oregon, United States · Remote OK
$94k–$112k/yr
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to appl…
Skills: Treasury management, Financial analysis, Cash flow optimization, Risk management, Relationship management
Medford, Oregon, United States · On-site
$25/hr–$31/hr
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Active Listening, Business Acumen, Customer Focus, Oral Communications, Problem Solving
Pacific Retirement ServicesMedford, Oregon, United States · Remote OK
Overview Pacific Retirement Services (PRS) is a national, not-for-profit leader in senior living and healthcare, dedicated to empowering people to lead meaningful lives as they age. We are seeking a Financial Analyst II …
Skills: Financial Analysis, Budgeting, Forecasting, Financial Modeling, Scenario Analysis
Medford, Oregon, United States · Remote OK
$130k–$210k/yr
We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to appl…
Skills: Relationship management, Business development, Credit analysis, Loan underwriting, Consultative sales
Medford, Oregon, United States · On-site
$16/hr–$24/hr
Dealership:L0105 Lithia Home Office Lithia & Driveway | Vehicle Inventory Services Administrator At Lithia & Driveway (NYSE: LAD) our success is fueled by our high performing teams delivering Auto Done Easy for our custo…
Skills: Data entry, Attention to detail, Microsoft Office, Excel, Reconciliation
Medford, Oregon, United States · On-site
$16/hr–$24/hr
Dealership:L0105 Lithia Home Office Lithia & Driveway | Driveway Inventory Specialist At Lithia & Driveway (NYSE: LAD) our success is fueled by our high performing teams delivering Auto Done Easy for our customers. We cr…
Skills: Data entry, Microsoft Excel, Data reconciliation, Accounting support, Inventory management
Medford, Oregon, United States · On-site
$16/hr–$24/hr
Driveway Lithia & Driveway | Driveway Inventory Specialist At Lithia & Driveway (NYSE: LAD) our success is fueled by our high performing teams delivering Auto Done Easy for our customers. We create simple, transparent, a…
Skills: Data entry, Microsoft Excel, Data reconciliation, Inventory management, Accounting support
Medford, Oregon, United States · Remote OK
$19/hr–$28/hr
Dealership:L0105 Lithia Home Office Lithia & Driveway | Contact Center (DMS) Admin At Lithia & Driveway (NYSE: LAD) our success is fueled by our high performing teams delivering Auto Done Easy for our customers. We creat…
Skills: Data entry, Customer service, Accounting, Excel, Communication
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The Account Manager is responsible for servicing existing personal lines accounts and generating revenue through cross-selling and new business. They provide high-level consulting to protect customers' personal assets and manage day-to-day policy changes and claims.
Candidates must hold a current Property & Casualty License for Oregon and have either a bachelor's degree with one year of experience or a high school diploma with four years of experience. Proficiency in AMS360 and Microsoft Office is required.
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 Manager to join our growing team in Bend, OR
The Account Manager’s primary responsibility is servicing existing accounts while generating additional revenue through cross-selling, accounting rounding, and new business. Account Managers provide high level consulting services for our customers’ personal insurance needs. Developing strong relationships with our customers and understanding their risk exposures, ensures our customers’ personal assets and their financial positions are protected.
Analyze customer’s lost exposures and determine coverage needs
Annual revenue (commission) generation through cross-selling, account rounding, and new business
Meet or exceed annual department retention goals
Prepare proposals and meet with customers to present recommendations
Assist customers with day-to-day questions, coverage changes, billing issues, etc.
Generate documents and produce correspondence including summaries of insurance, schedules, and proposals
Update and run account and policy information including claims in agency management system, AMS
Take initial loss information and report claims to carrier in a timely manner
Completes all policies and underwriting specifications on accounts; prepare all accompanying documentation and analysis
Prepare policy renewals and endorsements, account updating, and billing
Develop and maintain relationships with customers and carriers through phone calls, personal meetings, seminars, etc.
Must have and maintain a current Property & Casualty License for the State of Oregon and/or resident state. Enroll in CISR/CIC Designation Program when required by Management.
Bachelor’s Degree (BA/BS) or equivalent with minimum one (1) year of experience as a Personal Lines Agent or high school graduate with a minimum of four years’ experience as a Personal Lines Agent, other combination of work and/or education will be considered
Solid knowledge and understanding of personal lines coverage, forms, and contract language
Familiarity with computerized rating programs
Basic understanding of company underwriting guidelines
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
#LI-SN3
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
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.
Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.
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”.
Our culture is built on integrity, discipline, innovation, and superior capabilities.
Brown & Brown, Inc. is the fifth largest independent insurance brokerage in the nation. We provide risk management solutions to help protect what our customers value most. Our four business segments, Retail, National Programs, Wholesale Brokerage, and Services, offer insurance products and services to businesses, corporations, governmental institutions, professional organizations, trade associations, families, and individuals.
Offices: Daytona Beach, Florida 32114, US
View all jobs at Brown & Brown InsuranceThere are currently 89 open finance & accounting positions in Medford, OR listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Rogue Credit Union, Cambia Health Solutions, Lithia & Driveway, First Financial Bank, H&R Block, among others. Browse the listings above to see every active employer.
Yes — 23 of the 89 open finance & accounting positions offer remote or hybrid work (12 remote, 11 hybrid).
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