Account Assistant | $45K-$65K DOE



Portland, OR

Our client’s company specializes in providing a wide range of commercial, personal, and group & individual benefit lines of insurance. They are currently seeking an Account Assistant to join their team.

As an Account Assistant, you will play a crucial role in ensuring customer satisfaction by efficiently and accurately processing service requests for our account management team and clients.

Job Responsibilities
  • Prepare invoices and review/process endorsements
  • Conduct policy checking and issue binders and ID cards 
  • Assist with prepping policies for delivery 
  • Maintain accurate policy and insured information in our agency management system 
  • Process requests such as certificates, endorsements, cancellations, and auto identification cards 
  • Order loss runs and gather necessary materials for the pre-renewal process 
  • Support Account Managers with tasks like policy checking and premium audits 
  • Establish and maintain relationships with carrier representatives, clients, and coworkers 
  • Respond to client and carrier requests via email, phone, electronic fax, and mail 
  • Perform other duties as assigned by Team Lead and Account Manager 
  • Minimum of 1-year experience as an assistant account manager preferred 
  • Ability to work in a team environment with a positive attitude 
  • Knowledge of commercial insurance coverage and ability to communicate it clearly 
  • Current Oregon property and casualty license required 
  • Excellent customer service and interpersonal skills 
  • Proficiency in MS Word, Excel, and Outlook 
  • Conduct internet research when needed 
  • Experience with Applied (preferred, but not mandatory) 

Our client values teamwork, dedication, and the ability to deliver exceptional service to their clients. If you are a skilled Commercial Lines professional looking for a role that combines independence with team collaboration, and if you enjoy the challenge of growing and retaining a book of business, we encourage you to apply. Join a team that is committed to excellence and dedicated to meeting the diverse needs of its clients.

Interested in this position?

To apply, submit your application below to be considered for this and other jobs relevant to your experience.

You may also send your resume to or call us at 425-968-9000.


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