Personal Lines Insurance Account Manager

Portland, OR
Insurance Resourcing – Aug 01

Company:
Insurance Resourcing
Location:
Portland, Oregon, United States
Salary:
$45,000 to $53,000 + profit sharing
Posted:
August 01, 2017

Description:
If you have experience working for an independent agency and you have the velvet touch in Personal Lines Account Management, my client wants to talk to you!
The client is a growing independently owned full service agency. You will work on an established book of business doing both quoting and service work. The agency is on EPIC and is paperless. They are located in SE Portland. This is a permanent FT role.
Daily servicing of clients will include addressing various coverage issues, and handling all the inside service work associated with the clients account, including all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding policies.
Specific Job Duties:
• Build and maintain relationships with clients.
• Provide consistent, accurate, and timely communication to clients through, verbal and written correspondence.
• Conduct face to face meetings with the clients as necessary.
• Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly.
• Respond to clients’ needs by producing binders, certificates, policies and other related items.
• Maintain client files in Epic and use Epic for processing all transactions.
• Process daily incoming mail.
• Know the underwriting and rating procedure for all types of personal lines policies.
• Quote and sell personal line policies.
• Provide technical support to Producers (coverage-wise, with proposal, suspense, items etc.) to help clients.
• Prepare applications, submit them to insured’s and carriers, obtain clients’ signatures on all applications, and follow up to ensure timely responses.
• Renew policies by agency standards.
• Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
• Handle cancellations with care, saving all accounts possible with adherence to E&O guidelines.
The client offers a good starting salary, benefits, free parking and break/lunch food, generous profit sharing, vacation, and opportunities for career growth.
Position Requirements:
• 5 or more years experience in Personal Lines at an independent agency with a P&C license in Oregon.
• Understanding of personal insurance underwriting, coverage & rate analysis.
• Knowledge of insurance coverage’s 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.
• Good attendance.
To apply, email your resume or call 425-298-0278.

Commercial Insurance Account Manager: Community Business Book

Seattle, WA
Insurance Resourcing – Aug 01

Company:
Insurance Resourcing
Location:
Seattle, Washington, United States
Salary:
$50,000 to $65,000 DOE
Posted:
August 01, 2017

Description:
Are you ready for a new insurance agency that values work/life balance and prides itself on excellent customer service and community involvement?
My client is a well-established Seattle based independent agency. They are looking to add a new Commercial Lines Account Manager to work out of their U of WA area office. The agency uses AMS360 and specializes in a wide variety of community based business risks. You would be the main point of contact for clients for all daily service needs as well as any new lines of coverage. This book has a lot of small accounts with premiums in the $5K to $50K range. Many of the clients have been with the firm for a very long time and still value and expect the personal touch when it comes to their insurance needs.
The company is a fun place to work and has many “give back” programs in the community. They sponsor many non profits and often do team 5K walks or runs to benefit specific causes. They offer a great work/life balance of 40 hours/week, tight knit supportive office culture and offers great benefits package with 401K.
Candidates need to have at least 5 years of commercial lines account management experience in an independent agency and have a WA P & C license. Proficiency with Word and AMS360 or similar agency management system preferred.
To apply, email your resume or call 425-298-0278.