Title: Senior Commercial Lines Account Manager: Construction/Inland Marine Book

Location: Beaverton, OR

Job Type: In-office, 8 am to 5 pm, free parking

Salary: $75,000 to $100,000

Category: Commercial Lines


If you are a senior level Commercial Lines Account Manager who loves large contractor and inland marine business, this new position is for you.

My client is a growing insurance agency that specializes in large construction and inland marine.  They are privately held and managed and have no interest in selling to a big National Agency.  This is a firm you can retire with! They are in Beaverton, OR and have free parking. They write in many states and are considered experts in their field.  They are growing and want to add another senior level Commercial Lines guru to their team.

These are long-time agency clients.  This is not high production/transaction work. These are large accounts with complex layered coverages and many inland marine exposures.

You will be the main point of contact for the account and will handle the full renewals including marketing and underwriter negotiation with input from the Producer team.  You will have a lot of autonomy in this client facing role. The agency uses EPIC with CSR24 and Indio.

Primary Responsibilities:

  • Provides technical support to Sales Executive/Account   Executive(s); specifically in analyzing client needs, coverage forms and quotations.
    ·Schedules appointments with clients as requested by Sales Executive/Account Executives.
    · Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive.
    · Completes applications in coordination with Sales Executive/Account Executives); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
    · Orders and issues binders, certificates (which include participating in large certificate projects in office), policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
    · Determines if direct or agency billing is appropriate and invoices accordingly.
    · Prepares summaries of insurance, schedules, and proposals.
    · Processes renewals in coordination with Sales Executives/Account Executives according to agency procedures.
    · Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
    · Verifies policy and policy change information, facilitating corrections when necessary.
    · Processes incoming mail and phone requests, responding promptly and appropriately.
    · Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Account Executives.
    · Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
    · Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
    · Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executives.

    Candidates need to have an OR P & C license and at least 5 years of middle market Commercial Lines Account Manager experience with strong understanding of Construction risks. EPIC knowledge is a huge plus.

    The agency wants to hire their new team member ASAP. To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278.