Now Hiring - Insurance Overload Staffing - Commercial Lines Account Manager-On Site-Portland, OR (38597) in Portland, OR

Full description of the position

Title: Commercial Lines Account Manager-On Site (38597)

Term: Direct Hire

Salary: $65,000-$75,000 per year DOE

Location: Portland, OR (on site)

Hours: 8:30am-5:00pm Monday-Friday

*Must have claims experience.

Account Manager Commercial Lines

Job Overview

The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with producers to support business development activities while upholding high service standards. These duties include but are not limited to:

• Maintain relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc.
• Cross selling products to customers and prospects
• Managing an established book of accounts
• Negotiating renewals for existing customers
• Obtaining information and documentation from new and existing clients
• Resolving customer issues via phone and email.
• Answering customer calls directed to AM’s extension
• Prepare proposals, summaries of insurance and premium breakdowns for Producer’s renewal meetings.

Responsibilities

• Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel
• Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers.
• Determines appropriate client service support for new and existing clients; responds to client and carrier inquiries, maintains and enhances the company’s relationships with existing clients by executing proactive and ongoing contact initiatives.
• Makes decisions regarding the resolution of all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.
• Independently enters and maintains accounts/policies in Applied while maintaining a current suspense; reviews insurance policies and endorsements for accuracy; reviews contracts and special certificate of insurance requests for compliance and response to insured.
• Proactively maintains partnership with the producer by keeping him/her informed of pertinent information regarding the accounts and provides support and assistance for the development of new business.
• Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all the coverage that was presented to the insured in our proposal.
• Independently communicates subjectivities and exclusions for new and renewal business and document the difference in policy forms when comparing various quotes.
• Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage.
• Researches and maintains industry knowledge of developing trends regarding carrier underwriting, appetite and pricing changes. Applies knowledge to negotiation of policies to provide best comprehensive coverage to clients.
• Solely responsible for understanding assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage.
• Supervise and work with the Client Services Representatives to ensure that basic Client Services tasks have been completed; may need to prepare submissions for the marketing of accounts, process invoices and resolve accounting discrepancies in a timely manner, provide support during the claim process, and prepare proposals, synopses, analyses, and special projects as requested.
• Initiates renewal process and may conduct renewals in conjunction with the Insurance Sales Producer.
• Provides guidance to less experienced Account Managers and provides administrative direction to support staff.
• Other duties may be assigned to meet business needs.

Qualifications

• At least 3 years of recent commercial lines account management experience.
• Commercial property accounts experience preferred.
• Demonstrated success in overall customer service.
• High School diploma; undergraduate degree preferred.
• Appropriate insurance agent’s license required.
• Willingness to continue education is essential.
• Ability to work with internal and external clients at all levels.
• Experience with Applied Epic preferred.
• High degree of self-discipline and motivation.
• Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
• Solution driven problem-solving skills and proven analytical skills.
• Must possess the ability to work independently, applying education and professional experience to achieve outstanding results.
• Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and complete projects on time.
• Ability to manage complex renewals while working under tight schedules and deadlines.
• Team player with a strong work ethic.
• Effective, professional verbal and written communication skills.
• Demonstrates considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships.

Working Conditions

• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a telephone and computer.
• Specific vision abilities required by this job include close vision requirements due to computer work.
• Light lifting to 20 lbs.
• Regular and predictable attendance is required, hybrid work available after training period.
• Core Office hours are 8:30am to 5pm.

Benefits

• Pay range dependent on experience
• Paid CE training
• Medical, Vision, Dental, 401K, PTO, Paid disability and life insurance.
• Standard/Core M-F 8:30 am-5pm or as determined by Manager

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Disability insurance
• Health insurance
• Paid time off
• Vision insurance

Contract type:

• Permanent

Weekly day range:

• Monday to Friday

Work setting:

• In-person

Experience:

• recent Commercial Lines Account Management: 3 years (Required)

License/Certification:

• Insurance Agent License (Required)

Work Location: One location