If you are an experienced Senior Level Commercial Lines Account Manager with a knack for handling a fast-paced growing real estate book and you want the flexibility to work from home in the Pacific Northwest (WA, OR, or Western ID), this is the role for you!

My client is a national insurance brokerage. They are looking for an experienced Commercial Lines Real Estate Account Manager to support 2 very high producing Sales Executives who are bringing on a lot of new business BOR’s. You will handle a book of about $650,000 in revenue spread across 15 accounts. The book comprises large apartments, mixed use retail/condos, and buildings that are coming off from builder’s risk policies that require permanent placement. You will be supported by 2 Account Associates who will assist you with renewal prep and other daily service tasks. Sagitta, and MS Office are used extensively in this role.

You can work from your home office as long as you are located in WA, OR, or Western ID. No other states will be considered. You will communicate via video and instant messaging with your producers and coworkers. There is a weekly Tues morning team huddle to go over priorities and identify opportunities or account issues. You will have a lot of autonomy and independence in managing your book. If you get energized by new business and growth, then you’ll be a great fit for this role. While the majority of the work can be done from home, there will be times that you will need to attend office meetings in person during the year.

Perks include a rich benefits package, competitive salary, bonus plan based on book growth, and flexible scheduling to allow for work/life balance.

Key job responsibilities include:

Prepare quality submissions to carriers on behalf of client or prospect
Review and analyze quotations received from carriers and negotiate pricing/terms
Prepare professional and accurate proposals for presentation to clients
Prepare professional and accurate summaries for existing clients and do premium allocations using Excel
Review endorsements for accuracy
Process premium audits and assist client in event of a dispute
Perform contract review with respect to insurance requirements
Prepare and deliver timely binders and invoices upon binding of coverage
Secure premium financing when needed
Review newly issued policies for accuracy before delivery to clients

Candidates need to have 5 years of Commercial Lines Account Manager experience in an insurance brokerage setting, must live in WA, OR, or Western ID, and have strong technical coverage knowledge with real estate accounts that have revenue of $50,000 or more.

To apply, email your resume to info@insuranceresourcing.com, or call 360-392-8140. The team would like to start their new Account Manager in Jan 2025.

If you are an experienced Commercial Lines Insurance Account Manager living in the greater Portland, OR area and want to have a flexible work/life hybrid schedule, great benefits with little out of pocket cost, and you want to work for a 4th generation agency that isn’t going to sell out to a National, this could be your new home!

My client is well-established independent Portland area insurance brokerage. They are looking for a new Commercial Lines Account Manager. This role requires generalist commercial coverage knowledge and experience working middle market renewals. Farm and Ag coverage knowledge is a huge plus.

You will be managing policy renewals from start to finish and will have help from assistants. The agency is on EPIC. This is a hybrid role with at least 1 day/week in office. The office is in Portland and will be relocating to a brand-new Beaverton location in early 2025. Parking is free.

The company offers excellent medical benefits with very little out of pocket cost, 401K and profit sharing with match, free parking, and paid continuing education. Year-end bonus is also included based on company performance.

Candidates need to have an OR P & C license and a min of 3 years of commercial lines experience with full cycle middle market renewal and marketing/underwriter negotiating experience.

To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. They are looking to hire before the end of the year.

This is a great role for a P & C licensed Commercial Lines Middle Market Account Manager who wants to work from home in Western WA with only occasional office travel.

My client is a National Insurance Brokerage. Due to growth, they want to hire another Middle Market Commercial Lines account manager. You will support 4 to 5 Producers on a generalist middle market book with about 80 clients and $550,000 in revenue. You will have full autonomy for your accounts and will be the main point of contact. You will have an assistant to help with processing renewals and other daily service requests. The agency uses AMS360 and all processes are clearly outlined.

The agency offers flexible work arrangements. You will be based out of either their Everett, Auburn, or University Place offices. You can work from home but will need to be available 1 to 2 times/month for occasional office staff meetings and may be requested to travel locally with a producer for key renewal meetings.

The agency offers competitive salary with great benefits, PTO plan, and 401K with match. The firm is growing quickly and is dedicated to work/life balance.

Candidates need to have an active WA P & C license and at least 3 years of Middle Market Commercial lines fully cycle account manager experience. AMS360 knowledge is a big plus.

To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. The client would like to hire before the end of the year and can accommodate start dates in Jan 2025 if desired.

If you feel underpaid at your current insurance brokerage and want to find a new Commercial Lines Account Executive role with a growing brokerage that has no plans to sell, and offers an outstanding six figure salary, this could be your new home!

My client is a growing privately held National insurance brokerage. This role is for their Lake Oswego, Oregon office. You will be an Account Executive supporting one key Producer on a 1.5M revenue book with 15 accounts. These are very large habitational risks. Your team will consist of 3 Account Managers with CSRs for processing support. This is a hybrid role with 3 days/week in the office to allow for great team culture and mentoring opportunities. You will be the subject matter expert for the accounts and the quarterback for the Producer for all renewals and RFP’s.

Key responsibilities:

• Maintains and enhances relationships with existing clients by executing proactive, creative, and on-going contact initiatives
• Proactively understands the requirements and needs of a client account
• Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
• Consults with clients to review investment options, vender services, fees, strategies and goals
• Consults regularly with clients to review large claims, abnormal utilization results, and monthly claims experience
• Reviews and issues profitability assists on all “fee-at-risk” proposals
• Assists in the establishment and attainment of revenue goals for existing and new business
• Provides input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
• Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providers
• Oversees issue-resolution between client and the vendor
• Coordinates market selection for new and renewal business on designated accounts
• Initiates and duplicates new business report activities
• Generates new business opportunities through cross-selling
• Negotiates program terms and costs
• Provides information, concepts, techniques, and programs to department associates to improve and enhance working knowledge, mentors and trains junior staff

The company offers an excellent six figure starting salary with bonus, generous PTO, and retirement plan.

Candidates MUST Have an Oregon P & C license, 5+ years of Commercial Account Executive retail insurance brokerage experience with large, layered property risks. (HOA, Condo’s preferred), and excellent client-facing skills.

To apply, email your resume to kyork@insuranceresourcing.com or call 360-392-8140. They want to hire before the end of the summer.