Location: Portland, OR

Work Type: In-office for 90 days, then hybrid option

Salary: $45,000 to $50,000 if non-licensed at time of start

Category: Commercial Lines


If you want to start your commercial lines customer service career or want to move out of personal lines service and start working on business accounts, my agency client’s new career opportunity is for you.  This is an extremely rare opportunity to learn on the job from licensed tenured insurance experts who are well-respected in the industry.

My client is a well-established full-service independent insurance agency located just outside of Portland. You have free parking and don’t have to deal with the headaches of downtown Portland.

They want to hire a new Commercial Lines Assistant to support their Construction and Surety Account Manager teams.  This is an administrative and customer service role. It is full-time, 8:30 am to 5:30 pm Mon to Fri with salary and full benefits.  You will not be doing any selling. This is all service and client retention work.

The company offers salary, benefits, and matching 401IK.  You will work in the office for the first 90 days, and provided you are progressing with your training and don’t need daily oversight, you will have the opportunity to move to a hybrid schedule if desired.

If you already have your P & C license, that’s a huge plus, and you can move faster through the initial training, but it is not required to be hired.  You will be expected to obtain your license within 90 days of hire.  The agency will pay for your first test try and will cover all licensing class costs once you complete the online licensing class. It is a 40-hour state licensing class required for all insurance agents.

During your first 30 days, you will be working with the Team Manager to learn the EPIC agency management system and file workflows for customer data management.  You will become familiar with insurance forms and policy terminology. You will be shown how to do various admin tasks that do not require a license.

Once you have your P & C license, you will be able to work with insureds over the phone and email and do policy changes and more advanced renewal tasks.

The goal of this role is to teach you how to become a full-fledged Commercial Lines Account Manager so that you can take on your own accounts. The timeline varies, but it is usually an 18-month to 3-year process depending on the size and complexity of the accounts.  The Commercial Assistant role gives you the opportunity to work as part of the team to get to know the risk management programs over time as different parts of the policy package come up for renewal.

Job overview once licensed:

Support the Commercial Account Manager team with the following:

  • Surety/Bond Account Manager –You will work with this manager about 15 hours a week on license bonds.
  • Commercial Lines Processing and support.  You will work with the Construction and General Business Account Managers for the other 30 hours and will assist them with the following:
    • Issuing certificates of insurance (known as certs)
    • Policy checking (making sure things are correct as ordered before they go out to the insured)
    • Online Quoting (getting rates from Insurance Carriers via their websites)
    • Endorsement processing (these are changes that the insured wants or is paying an additional premium for)
    • Summaries of Insurance (These are docs that you will prepare that show the various policies, costs, deductibles, and breakdown of coverages and any other risk management declarations that are included in the renewal proposal)
    • Premium/Coverage comparisons (These are Excel templates that are used to show coverage costs and deductibles from different Carriers. They are part of the renewal package).

Candidates need to have strong admin and client service skills.  You need to be able to write professional emails with correct grammar/spelling, be very detail-oriented, be able to move quickly from task to task, have strong keyboarding skills, and be able to produce accurate work the first time.  Insurance experience or exposure is preferred, but similar admin/office work will also be accepted.  You need to have a long-term commitment to the Portland area and want to start your insurance service career.

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278.