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Risk Strategies Company
Portland, OR, United States
We are seeking an Account Manager to join our Commercial Team. This strategic role will play an integral part in assisting Account Executives with larger account service needs/business opportunities. The Account Manager will service a book of business consisting of various types of Commercial business. The ideal candidate will be a proactive proble
Job Source: Risk Strategies CompanyEmerald Staffing
Beaverton
Job Description Job Description About Us For over 40 years, family-owned and operated insurance brokerage firm in Beaverton has been serving businesses and families across the Pacific Northwest region. This amazing team of insurance professionals has been customizing coverage plans that encompass personal, commercial, condominium, group ben
Job Source: Emerald StaffingReSource Pro
Portland, OR, United States
Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge? Your role... ReSource Pro is looking for a knowledgeable Commercial Lines Insurance Account Manager to join our growing service delivery team. Our award-winning Insurance Experience Center has a
Job Source: ReSource ProEmerald Staffing
Lake Oswego
Job Description Job Description About Us Located in Lake Oswego, for over 50 years this locally-owned insurance team has become a leader across Oregon's insurance brokerage firm across servicing the greater Portland metro-area. These amazing industry leaders offer their customers a friendly and professional guidance to assist with personaliz
Job Source: Emerald StaffingWahve
Portland, OR, United States
Job Description Job Description b" Commercial Lines Account Manager - Insurance - REMOTE Put your Insurance Experience to work - FROM HOME! At Wahve, we value significant insurance experience and want to revolutionize the way people think about phasing into retirement by offering qualified candidates the opportunity to continue their career work
Job Source: WahveJobot
Portland, OR, United States
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details This Jobot Job is hosted by Dana Stark Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $80,000 - $100,000 per year A Bit About Us Our growing partnership of leading regional and loca
Job Source: JobotWahve
Portland
Job Description Job Description b" Commercial Lines Account Manager - Insurance - REMOTE Put your Insurance Experience to work - FROM HOME! At Wahve, we value significant insurance experience and want to revolutionize the way people think about phasing into retirement by offering qualified candidates the opportunity to continue their career work
Job Source: WahveJobot
Portland, OR, United States
Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page! Job details A position with a ton of growth potential! This Jobot Job is hosted by Jonathan Santo Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $80,000 - $100,000 per year A Bit About Us We a
Job Source: JobotPortland, OR, United States
Description
Estimated salary (if shown) is AI generated through Indeed. Pay is based on experience and will be discussed during the interview process.
We are growing! Come join our team and grow with us.
POSITION SUMMARY
The Commercial Lines Account Manager works to maintain a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The essential functions include, but are not limited to the following:
Maintaining a professional connection between clients, the agency and company underwriter.
Review and process mail using personnel and procedures in place for support.
Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements.
Request policy amendments.
New business and policy renewal marketing. This includes preparation of application, rating and forwarding to designated companies, for the correct placement and coverages for each risk. Information is then communicated to the insured or prospective client.
Preparation of new business or renewal proposals as needed.
Communicate quotes to customers regarding policies, costs, consequences, and obligations.
Keep records of client activity documenting file with details for follow up.
Check monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow up to company for any policies not received by renewal date.
Process invoices to client.
Work with Accounting Department regarding insureds’ billing and account current.
Performing other duties as assigned
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.
NOTE
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
Requirements
MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
Prior experience in related field preferred.
Receive/Maintain appropriate agent licensing within 90-days of employment.
Ability to multitask
Self-motivated
Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
Excellent oral and written communication skills
Excellent customer relationship skills
Positive, friendly, and professional attitude
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Commercial Lines Account Manager jobs in Portland, OR, United States
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