Title: Commercial Lines Account Executive

Location: Lake Oswego, OR

Job type: Remote; must live in Oregon or Southern WA (Vancouver), no other states accepted

Salary: $85,000 to $95,000 + bonus

Category: Commercial Lines


If you are a Commercial Lines Insurance Account Executive or a Senior Commercial Lines Account Manager ready to move into an AE role and you live in Western Oregon or Southern Washington, this new role could be your next career move.

My client is a National Insurance Brokerage. You will be based out of their Lake Oswego, Oregon office and will be an AE on their Oregon State Middle Market Service Team. This is a new role. You will be supporting 2 to 3 Producers with their new business efforts. They are going after accounts with at least $10,000 in revenue. Generalist coverage knowledge is needed as you will handle a wide range of risks ranging from Manufacturing, Transportation, Real Estate, Construction, and wholesale/distribution. The agency uses EPIC.

The agency offers excellent benefits, retirement, PTO, bonus opportunity, mentoring and lots of career growth. The firm offers paid continuing education and certifications and encourages their staff to become strong technical resources for their insureds.

Key job aspects:

  • Meets directly with clients.
  • Negotiates and sells lines of insurance to clients. Designs insurance and risk management plans for clients as assigned and directed by Agency management.
  • Provides clients with full exposure analysis and reviews methods of handling risks. Works with the producer to write new business accounts.
  • Leads accounts through the renewal process per department procedures.
  • Assists in the development of strong personal relationships with appropriate insurance carrier personnel.
  • Processes or oversees process of change-request/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audits, and account balance status as needed.
  • Handles prompt review of all premium audits recognizing that the Agency must process audits timely.
  • Process and follows up on all requests involving carriers or clients to ensure accurate and timely resolution

Candidates need to have a P & C license, 5+ years of Middle/Large Market Insurance Agency Client Support AE or Senior Account Manager experience, and strong MS Office skills. Must be able to market and negotiate with Underwriters and be client facing with the Insureds in person, over email, and phone.

Note to remote workers: Because of client travel, you must live in either Oregon or Southern Washington. (No other states/locations will be considered). All IT will be shipped to you. You may be asked to come into a local office 2 to 3 times/month for company meetings/events.  This is in addition to client travel.

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