Location:
Portland, OR
Our client’s company specializes in providing a range of insurance services including Commercial, Personal, and Group Benefits Insurance. Currently, they are seeking a dedicated Commercial Account Manager to join their team. This role involves working closely with the Client Services Team and Producers to deliver exceptional service to commercial insurance clients.
Job Responsibilities
- Manage the full renewal process independently, including setting pre-renewal meetings, performing audits, consulting on policy changes, obtaining estimates, re-marketing coverages, processing certificates and endorsements, and binding coverages.
- Prepare insurance applications and consolidate underwriting information for presentation to insurance markets.
- Report and monitor claims as necessary on some accounts.
- Assist with client meeting presentations and attend client meetings as required.
- Oversee the production of renewal documents such as Certificates of Insurance, Auto ID Cards, Invoices, and Policy Summaries.
Qualifications
- Minimum of 5 years of Commercial insurance experience with an independent agency.
- Possession of OR & WA Property & Casualty Licenses.
- Proficiency in Microsoft software programs at an intermediate level (Word, Excel, Power Point, Outlook).
- Preferred experience using Agency Management System, particularly EPIC.
- Ability to work in a hybrid, onsite, or remote capacity depending on location.
- Experience managing General Lines of Coverage Book of Business, typically not exceeding $300k.
If you are a seasoned Commercial Account Manager with a strong background in insurance services and meet the qualifications outlined above, we encourage you to apply. Our client offers a comprehensive benefits package including 100% Paid Medical/Dental Insurance, Generous Paid Time Off, 401K Plan, and more. Join our client’s dynamic team and make a difference in the insurance industry. Apply today!