Location:
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
Qualifications
- 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.