Commercial Account Manager - CareerPaths NW
Portland, OR
About the Job
Our client is a leading provider of Commercial, Personal, and Group Benefits Insurance. With an attractive culture, a history of very low turnover, and a commitment to promoting from within, our client offers a range of benefits including 100% Paid Medical/Dental Insurance, Generous Paid Time Off, Flexible Spending Account, Lifestyle Spending Account, and more.
Responsibilities:
- Work closely with Client Services Team and Producers to provide excellent service to commercial insurance clients.
- Manage the full renewal process independently, including audits, policy checking, consulting on policy changes, obtaining estimates, re-marketing coverages, processing certificates, and endorsements.
- Prepare insurance applications and consolidate underwriting information for presentation to insurance markets.
- Report and monitor claims as required on some accounts.
- Assist with client meeting presentations and attend client meetings as necessary.
- Direct production of renewal documents such as Certificates of Insurance, Auto ID Cards, Invoices, and Policy Summaries.
Qualifications:
- Minimum 5 years of Commercial insurance experience with an independent agency.
- Stable work history without frequent job changes.
- Possession of OR & WA Property & Casualty Licenses.
- Proficiency in Microsoft software programs at an intermediate level (Word, Excel, Power Point, Outlook).
- Preferred experience using Agency Management System (EPIC).
- Ability to work in a hybrid, onsite, or remote capacity depending on location.
- Familiarity with General Lines of Coverage and managing a Book of Business up to $300k.
If you are a dedicated Commercial Account Manager with the required experience and qualifications, we encourage you to apply to be part of our client's dynamic team. Embrace a rewarding career opportunity with a company that values its employees and offers a supportive work environment. Apply now to make a difference in the insurance industry!