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Commercial Insurance Account Manager/CSR

The Jonus Group
Newberg, OR Full Time
POSTED ON 4/16/2025
AVAILABLE BEFORE 5/16/2025
Job Description

Job Summary:

We are seeking a dedicated and experienced Commercial Insurance Account Manager/CSR to join our team. The successful candidate will be responsible for managing a diverse portfolio of commercial insurance accounts, providing exceptional customer service, and fostering strong client relationships.

Responsibilities

  • Full servicing of commercial insurance accounts, including managing renewals, issuing certificates, and addressing client inquiries and requests.
  • Collaborate with insurance carriers to obtain quotes, bind coverage, and process policy endorsements for new and renewal business.
  • Provide timely and accurate renewals, ensuring that policies remain up-to-date with clients’ evolving needs.
  • Conduct thorough policy reviews and analysis to ensure clients have appropriate coverage to meet their specific requirements.
  • Quote new and renewal business (mostly renewal with some new business).
  • Stay updated on industry trends, regulations, and underwriting guidelines to provide informed guidance to clients.
  • Act as a trusted advisor to clients, recommending appropriate coverage options and risk management strategies.
  • Assist with claims management and resolution, serving as a liaison between clients and insurance carriers.
  • Maintain accurate client records, policy documentation, and correspondence in the agency management system.

Qualifications/Requirements

  • At least 1 year of commercial insurance experience required; 3 years preferred.
  • Proven experience in full-service account management within the commercial insurance industry.
  • A valid Property and Casualty (P&C) license is required.
  • Strong knowledge of commercial lines insurance products (e.g., Business Owner's Policies (BOPs), commercial auto, general liability, workers' compensation, etc.).
  • Excellent communication and interpersonal skills, with the ability to build rapport with clients and underwriters.
  • Proficiency in insurance agency management systems and Microsoft Office applications.
  • Ability to multitask, prioritize workload, and meet deadlines in a fast-paced environment.
  • A proactive, solution-oriented mindset, with a passion for providing tailored insurance solutions to clients.

Compensation Package

  • Compensation: Between $55k-$65k (based on experience).
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

Salary : $55,000 - $65,000

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