Title: Commercial Lines Account Manager: Senior Living Team

Location: Lake Oswego or Eugene, OR

Job type: Hybrid; 2 days in office; 3 from home

Salary: $70,000 to $85,000 + bonus

Category: Commercial Lines


If you have 5 years of Commercial Lines Account Manager and are a solid generalist with strong property and middle market experience, my client would like to talk to you about joining their growing Senior Living Practice Group team.

My client is a National Insurance Brokerage.  This new role will be based out of their Lake Oswego or Eugene, Oregon office.  You will work a Mon to Fri hybrid schedule of 2 days in office, 3 from home, or you can elect to work from the office daily. You will be part of the West Coast regional senior living team.  You will work with large, layered property accounts.  A typical account will be a senior living operator with 3 to 5 locations ranging from aging in place to full time care. Revenue per account will be at least $25,000. The agency uses EPIC.

They offer excellent benefits, retirement, PTO, bonus opportunity, mentoring and lots of opportunity for continued career growth. They pay for continuing education/certifications and encourage their staff to become strong technical resources for their insureds. They have a compliment of Account Coordinators to help with processing tasks. This is a great career opportunity to work with and learn under a great team who are recognized as industry experts in the Senior Living field.

You will handle the renewal with oversight from the AE who leads the team.  You will handle daily service requests and other special projects that are part of the risk management program, and you will work in tandem with the Marketing department who will negotiate with Carrier Underwriters to obtain the best price/coverage for the client’s risk.

Key job aspects:

• Develops complete client information and applications for renewal business under the direction of the Producer, Senior Account Executive, or Account Executive. Develops the proposal for review with Producers.
• Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to the client in a timely manner.
• Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.
• Maintains files with proper records according to company procedures.
• Assists in the development of strong business relationships with appropriate insurance carrier personnel.
• Ensures accuracy of account information for renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.

Candidates need to have 5+ years of experience as a Commercial Middle Market Insurance Agency Account Manager. Experience with layered property is desired.  Previous experience with Senior Living risks is a huge plus., Oregon P & C license, and strong MS Office skills.

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