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Account Manager (WC) - Commercial Lines

Employer
Propel Insurance
Location
Greater Portland, Oregon
Salary
Salary plus benefits
Closing date
Apr 30, 2021

Job Details

The Account Manager’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service. This open position is on our Worker's Compensation team.

Job Functions:

  • Process service requests:
    • Prepare quality submissions to carriers on behalf of client or prospect.
    • Review and analyze quotations received from carriers.
    • Prepare professional and accurate proposals for presentation to our clients.
    • Prepare professional and accurate summaries for existing clients.
    • Review endorsements for accuracy.
    • Process premium audits and assist client in event of a dispute.
    • Prepare certificates of insurance.
    • Perform contract review with respect to insurance requirements.
    • Prepare and deliver timely binders and invoices upon binding of coverage.
    • Prepare premium allocations and secure premium financing when needed.
    • Review newly issued policies for accuracy before delivery to clients.
  • Follow-up in a timely and professional manner with all clients, carriers, producers and peers.
  • Maintain and prioritize workload, including work to be handled by Account Assistant.
  • Conduct monthly renewal meetings with producer and other Account Managers on the team.
  • Maintain certifications and complete assigned training goals.
  • Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
  • Perform other duties as assigned by the Team Manager.
  • Coaching and mentoring of others

Knowledge and Skills:

  • Strong oral and written communication skills.
  • Solutions oriented toward delivering services.
  • Demonstrated proficiency in MS Office: Word, Excel, Outlook.
  • Agency Management System Experience. AMS Sagitta preferred.
  • Strong technical coverage knowledge of commercial lines, specifically Worker's Compensation
  • Strong work ethic – timely follow-up, team oriented, proactive, detail oriented, and dependable.
  • Ability to work independently

Experience and Education

  • Minimum 3 years industry experience.
  • Oregon States Agents License.
  • Worker Compensation experience preferred
  • Industry related certifications preferred.
  • 2 + years working in a similar capacity preferred.
  • College degree preferred.

Company

If you’re looking for a place where you’re expected to sit quietly and take orders, Propel isn’t for you. But if you like the idea that your voice is important and you believe there’s always another way to solve a problem, we’d love to talk with you.

We’re looking for innovative thinkers and passionate doers. People who know their stuff and share our entrepreneurial drive. Thinking outside the box makes the workday more fun and happens to attract a roster of stellar, industry-leading clients.

Company info
Website

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