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Commercial Lines Account Manager

J D FULWILER & CO INSURANCE
Portland, OR Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/8/2025

Job Description

Job Description

Description :

Are you an experienced insurance professional with a passion for delivering exceptional client service? Join our dynamic team as a Commercial Insurance Account Manager , where you’ll play a pivotal role in managing a portfolio of commercial accounts. Partnering closely with a producer, you’ll ensure clients receive top-notch solutions tailored to their insurance needs.

We’re looking for a skilled professional with independent agency knowledge, a strong background in commercial insurance, exceptional problem-solving skills, and a knack for building lasting client relationships. This is more than just a job—it's an opportunity to thrive in a supportive, collaborative environment where your expertise will truly make an impact.

What We Offer :

  • Growth potential
  • A team-oriented culture that values your input and expertise.
  • Access to top-tier resources and industry tools to help you succeed.
  • Opportunities for professional development and advancement.

Take the next step in your career with us and experience the difference of working in a company that values its people as much as its clients!

Responsibilities :

  • Support and service a wide range of commercial lines accounts.
  • Support agency producers with customer service-related tasks.
  • Liaison between clients, producers, and insurance company representatives.
  • Assist with marketing renewals and account rounding for current clients to maintain client retention.
  • Responding to inquiries, problem-solving, and following up to ensure client satisfaction.
  • Obtaining and ensuring current and accurate information and documenting it per agency standards.
  • Recommending coverages, completing and submitting applications and related documentation to appropriate markets.
  • Marketing, quoting, and rating of new client business.
  • If you are a highly motivated individual with a passion for providing exceptional customer service and have a proven track record in commercial insurance account management, we encourage you to apply for this exciting opportunity.

    Requirements :

    Minimum of 3 years of experience at a general agency in commercial insurance account management. Property & Casualty Insurance License Required.

  • Experience with Commercial Lines coverages.
  • Independent Agency experience preferred.
  • Strong computer and technical skills, including agency management software experience. Applied / EPIC preferred.
  • Knowledge of Microsoft Outlook, Excel, Word, and related software.
  • Excellent written and verbal communication skills.
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