Our client, a comprehensive provider of Commercial, Group Benefits, and Personal Lines Insurance, is seeking a talented Commercial Account Manager to join their dedicated team. This 100% service-based role is designed for a professional who is licensed in Property & Casualty (P&C) in Oregon, and who brings experience as a Commercial Customer Service Representative (CSR) or Account Manager, preferably within an independent agency.
The ideal candidate will have experience or familiarity with Commercial Condominium insurance, which is a key area of focus for this role. This position offers a unique opportunity to combine client-facing responsibilities with essential administrative tasks in a supportive, non-sales environment.
- Conduct pre-renewal meetings and provide consultative support to clients.
- Process insurance certificates and endorsements, and perform policy audits.
- Re-market policies to carriers, prepare bids and estimates, and bind policies.
- Ensure a seamless combination of client engagement and administrative duties.
- Maintain a high standard of service excellence, addressing clients’ needs effectively.
- Operate in a fully in-office environment, focusing solely on client service without the pressure of sales, cold calling, or quotas.
- Licensed in Property & Casualty (P&C) in Oregon.
- A minimum of 5 years of relevant experience in an independent agency setting.
- Prior experience or familiarity with Commercial Condominium insurance is highly desirable.
- Strong organizational, communication, and client service skills.
This role is perfect for a seasoned Commercial Account Manager looking to leverage their expertise in a focused, service-oriented environment. Our client values professionalism, industry knowledge, and a dedication to delivering exceptional client experiences.
If you are a P&C licensed professional in Oregon with the relevant experience and a commitment to excellence in client service, this position offers a fulfilling career opportunity with a competitive compensation package. We encourage you to apply and become a key part of our client’s successful team.