Commercial Lines Associate Account Manager

If you have your Property & Casualty license, live in the greater Portland, OR area, and have at least 6 months of insurance agency experience and you want to advance your insurance career, my agency client's new career opportunity is your ideal “next step”.

My client is a well-established full service independent insurance agency currently located just outside of Portland soon to be moving to Beaverton, OR with free parking.

They want to hire a new Commercial Lines Assistant to support their Senior Account Manager Team. This is a new add to staff role due to sales growth. This is a P & C licensed administrative and customer retention service role. There is no selling involved. It is full time, hybrid role with the entire team in the office on Tuesdays each week. You will be training with Senior Account Managers who will help mentor you on the accounts. You will support them with middle market renewal processing tasks which will help you learn commercial coverages. You will work as part of the team to get to know the middle market risk management programs over time as different parts of the policy package come up for processing and renewal. The goal of this role is to give you the tools and support so that you can be assigned your own small book of accounts to manage and ultimately grow into a full cycle senior account manager.

The agency offers flexible starting hours and full benefits with very little out of pocket, 401K with match, generous PTO, and paid continuing education classes. The agency uses EPIC as their agency management system and the role provides training on the system if you have not worked on it previously.

You will work with the Commercial Account Management Team and will assist them with the following:

• Issuing certificates of insurance to insureds
• Policy checking (making sure things are correct as ordered before they go out to the insured)
• Online Quoting (getting rates from Insurance Carriers via their websites)
• Endorsement processing (these are changes that the insured wants or is paying additional premium for)
• Summaries of Insurance (These are docs that you will prepare that show the various policies, costs, deductibles, and breakdown of coverages and any other risk management declarations that are included in the renewal proposal)
• Premium/Coverage comparisons (These are Excel templates that are used to show coverage costs and deductibles from different Carriers. They are part of the renewal package).

Candidates need to have an OR P & C license, 6 months or more working in an insurance agency, strong Office 365 computer skills, and be comfortable in a client interaction role primarily over email and phone. You need to be able to write professional emails with correct grammar/spelling, be very detail-oriented, be able to move quickly from task to task, and be able to produce accurate work the first time.

To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140.