Commercial Lines Account Manager

Portland, Oregon (US)
Salary: $50,000.00 to $65,000.00 /year
Dec 20, 2018
Feb 05, 2019
Broker / Agent
Job Type
Full Time
Career Level

Currently seeking a Commercial Lines Account Manager for a Direct Hire opportunity with an Insurance Brokerage in Portland, OR. The ideal candidate will possess Commercial Lines Account Management experience and a Property and Casualty Insurance license.

Responsibilities of the Commercial Lines Account Manager

  • Provides support and assistance for the development of new business
  • Build and maintain relationships with the clients and carriers as necessary.
  • Provide consistent, accurate and timely communication to clients through verbal and written correspondence
  • Maintain client files in Epic and use Epic for processing all transactions
  • Process daily incoming mail and phone requests, responding promptly and appropriately
  • Handle cancellations with care and act to save accounts (if applicable) and notify Producer
  • Assist with preparing proposals and applications, submit to insured's and carriers (or marketing department); follow up to insure timely responses
  • Assist clients in making appropriate coverage changes; inform and educate clients about coverages, exclusions along with auditing and documenting file accordingly
  • Renew and re-market accounts as needed in conjunction with agency standards
  • Occasionally accompany Producer on prospect or client meetings
  • Order and issue binders, certificates, policies, endorsements and other related items
  • Set priorities and manage work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Requirements of the Commercial Lines Account Manager

  • 5 or more years experience as a Commercial Lines Account Manager
  • Property and Casualty license is current
  • Understand commercial insurance underwriting, coverage and rate analysis
  • Knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters
  • Strong written and verbal communication skills
  • Ability to organize, prioritize and self-manage work load
  • Computer literate with experience using Word and Excel
  • Ability to work in a team environment, with a positive attitude and willingness to help others
  • Able to work under pressure and time constraints in a fast paced environment with significant telephone and personal interruptions

Job Type: Full-time

Salary: $50,000.00 to $65,000.00 /year