Job description

The Account Manager works directly with one or more insurance Sales Executives to sell and service commercial insurance accounts. We're happy to offer, after adequate training, a hybrid work schedule!

Essential Functions/Major Responsibilities:

• Provides technical support and service to one or more Sales Executives’ client base including analyzing client needs and recommending appropriate coverage forms.

• Works in conjunction with Sales Executive or independently to market new and renewal commercial insurance including gathering information to complete applications.

• Coordinates new and renewal business with insurance carriers including ordering policies, processing certificates of insurance, and requesting policy changes. Verifies insurance policies and endorsements for accuracy.

• Reviews audits of policies; verifies accuracy and facilitates corrections, as needed between client and carrier.

• Assists in billing, financing, and collection of premiums as applies to insurance transactions.

• Prepares summaries of insurance, schedules and proposals for presentation to clients.

• Ensures that documentation and information in agency data base is precise and detailed according to agency procedure and insurance protocols.

• Adheres to agency customer service standards and office procedures in all areas of operations.

Secondary Functions:

• Accompanies Sales Executive on client calls when requested.

• Stays informed regarding industry and carrier information, new product information, legislation, coverages and technology.

• Provides back up when co-workers are away from office.

• Other duties as may be assigned by Manager.

Specific Job Skills & Abilities:

• Understand and navigate various computer software programs
• Problem solving skills
• Time management skills.
• Ability to understand and retain details pertaining to insurance coverage
• Ability to interpret insurance coverage forms
• Ability to analyze insurance loss runs
• Professional appearance, behavior and communication
• Professional communication both verbal and written
• Interpret and follow written procedure
• Ability to analyze business operations as related to insurance needs
• Ability to maintain high level customer service

Education and/or Experience:

An Insurance License and related work experience in the field of property and casualty insurance is required. Knowledge or background analyzing commercial insurance coverage forms is helpful.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Ability to commute/relocate:

• Portland, OR 97205: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

• Property & Casualty License (Required)

Work Location: In person

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