Location:
Portland, OR
Our client, a distinguished provider of Commercial, Group Benefits, and Personal Lines Insurance, is currently seeking an experienced Personal Lines Account Manager. This 100% service-based role offers a unique blend of in-office and remote work, catering to those who excel in both independent and collaborative environments.
The primary focus of this position is to manage and service existing customer requests while assisting the Producer (Sales Executive) with quoting new business. This role is an excellent opportunity for individuals who are adept at ensuring high-quality coverage and are skilled in analyzing and responding to client needs in the insurance sector.
Job Responsibilities
- Service existing customer requests and assist the Producer in quoting new business.
- Prequalify and analyze prospects’ coverage needs; review and recommend changes in coverage and markets.
- Recommend appropriate coverages, prepare rating quotes, and propose to sell new accounts.
- Advise on excess and surplus coverages, educate clients about coverage limitations, and document in the system.
- Complete carrier applications and ensure they are duly signed by the insured.
- Inform clients about policy changes, exclusions of coverage, and insurance coverage needs.
- Handle direct billed payments and address billing inquiries.
- Assist clients in submitting first reports of claims.
- Maintain orderly and up-to-date electronic files and information, in line with agency standards.
- Perform various other duties as assigned by agency management.
Qualifications
- Proficiency in MS Word, Excel, and Outlook.
- Based locally within the Portland area for necessary meetings.
- Licensed in Property & Casualty, Life & Disability in Oregon.
- A minimum of 5 years of experience in Personal Lines.
This role is a fantastic opportunity for an individual with a strong background in Personal Lines insurance, seeking to contribute their expertise to a reputable company. Our client values professionalism, meticulous attention to detail, and a commitment to delivering exceptional client service.
If you are a licensed insurance professional in the Portland area, looking for a role that combines the flexibility of remote work with the dynamism of in-office collaboration, we encourage you to apply for this engaging and rewarding position.