If you have your P & C license, some agency experience either in Personal Lines or Commercial Lines support, my client’s Insurance Account Manager role is for you! This is a highly visible role providing the foundation for quick promotion and increased responsibility.  The culture is fun, fast paced, with supportive team mentors. Two of their senior team leaders started in this role. It is a great career advancement opportunity!

My client is a National independent brokerage located in Beaverton, OR. They are looking for their next rising star.

You will work on a book of personal lines and small business commercial lines accounts using the AMS360 agency software system. Each team has 2-3 members with a strong Team leader who is dedicated to helping you learn the nuances of the accounts. You will start out working on pre-renewal documentation and processing daily service requests to allow you to become familiar with each customer’s risk program.

As your knowledge grows, you will move into a more client facing activities including handling the entire renewal and re-marketing if needed, and negotiating with underwriters to obtain the best coverage program. The Commercial lines teams support 7 Producers, so you have the opportunity to work with a wide range of companies and coverages.  This is a great career building opportunity with fun team that loves working together in the office every day.

The company offers a strong benefits program, retirement, 401K with match, paid time off, sick time, free parking, and flexible work start times. This is a Mon to Fri full time in-office role. They offer 2 schedules to choose from.  You can work 7:30 am to 4 pm, or 8:30 am to 5 pm. There is free onsite parking.  Salary is $27 to $30/hour with the ability to see your income grow up to $70,000 within 12 to 18 months.

Candidates need to have an OR P & C license, some insurance agency experience (direct writer is fine) with a basic understanding of general liability and ideally some exposure to small commercial lines policies. You need to have a great attitude, strong detail orientation, proficiency in Word and Excel, and the ability to learn quickly.

They want to hire ASAP.

To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. This is an ideal role for candidates who live on the Southwest side of Portland.

If you live in the Puget Sound area of Washington State or the Greater Portland area of Oregon, are a P & C licensed Commercial Lines Account Executive or a Senior Account Manager who is ready to become an AE and you have a passion for helping Producers find the right Carrier markets for their new business prospects, this new Account Executive role is for you.

My client is an independent insurance brokerage in the Puget Sound area. They have recently hired new Producers and acquired a new agency, and they need to hire a new AE with strong commercial insurance coverage and Carrier knowledge who can help them market the new risks.  These will be accounts with $25,000 or more in premium.  You will be working closely with the CL Producer team to identify competitive Carrier markets and put together submissions for new business.  When needed, you will go out to meet with prospective insureds as part of the new business process.  You will quarterback the onboarding of the new insured and will introduce their Account Manager team who will handle the day-to-day service tasks. You will have an ongoing responsibility to lead client relationship for contract analysis, coverage, and exposure analysis, directing endorsement activity, problem-solving, directing renewal management, directing preparation of quotes/proposals, and directing binding of coverage.

This is a client-facing role which allows you to be involved with peer review, mentoring junior staff, and providing key marketing support to the Commercial Producer Team.  This is a salaried role with year end bonus.  There will be occasional travel in the WA and OR areas with Producers as needed to support new business goals.  You will also work closely with Carriers and Underwriters to stay abreast of appetites and new risk programs.

The brokerage prides itself on maintaining strong work/life balance, championing their team for their accomplishments, and providing a long-term career track development program.  Position includes a rich benefits package, year-end bonus opportunity and paid continuing education.

Candidates must have a P & C license, reside in Western WA or Western OR, and have 7 years of Senior Account Manager experience with solid generalist coverage knowledge. Experience with EPIC and professional insurance designations are a huge plus.  Must be able to do local travel as needed to support new business.

To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140.  The client would like to hire ASAP.

If you live in WA, OR, ID, or Northern CA, have your P & C insurance license, and want to take your insurance career to the next level to start learning how to manage commercial lines accounts, this new support role is for you.

My client is a regional Pacific Northwest insurance brokerage. Due to growth, they are adding a new Commercial Lines Associate to their service team. This junior role is designed to teach you how to support Senior Account Managers with account renewal and daily service tasks. It is a career track role which will give you the tools and training to grow into a Commercial Lines Account Manager in a 2-to-3-year training program. This is a non-selling role requiring strong computer skills and detail orientation and the ability to easily move from task to task throughout the day. The role allows you to build on the P & C training you already have in an insurance agency and to learn how to manage a commercial book. Hours are Mon to Fri 8:30 to 4:30 pm PST. (37.5 hour work week).

The company offers excellent benefits, all IT needed to do the job, paid continuing education and excellent mentorship.

Key job duties:

The Commercial Lines Associate Account Manager is a primary support role for the client service team. You will support the Account Manager and Account Executive/Producer by handling delegated day to day service tasks.

• Support the client service team as requested by handling the day to day delegated tasks in a timely manner per department procedures. Develop and maintain positive working relationships with clients and carrier partners. Maintain and service client files: Invoice premium bearing transactions.
• Track and help resolve late payment/cancellation/reinstatement issues.
• Prepare renewal application booklets, request loss runs and provide to service team for delivery to client.
• Prepare account summaries as assigned.
• Prepare and process cancellations when assigned per agency procedures.
• Prepare and process all certificate requests, evidence of property requests, and auto id card requests as required within 24 hours of request per agency procedures.
• Prepare and process all rush certificate requests within 2 hours of request per agency procedures.
• Oversee issuance of renewal certificates ensuring delivery to all required parties.
• Update client renewal data with various government agencies as required.
• Request updates on open claims from carrier and provide detail to client service terms to assist in claims management issues.
• Maintain suspense items in a timely manner.

Candidates must have a P & C license, at least 2 years of personal lines agency experience, or commercial assistant experience in an insurance agency setting. No other experience will be considered for this role. Candidates must live in WA, OR, ID, or Northern CA to be considered for this remote role.

To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. The client would like to hire ASAP.

This is a great role for an Everett, WA area P & C licensed Commercial Lines Account Manager who wants to move more into the middle market space and work for a growing brokerage learning under a great mentor Manager in a flexible hybrid 1-2 days in the office work schedule.

My client is a National Insurance Brokerage. Due to growth, they want to hire another Commercial Lines account manager that they can grow into a middle market pro. You will support 4 to 5 Producers on a $250K revenue generalist middle market book with a mix of generalist accounts including contractors and commercial property LRO. As long as you know how to do small account renewals, they will train you on the more complex middle market accounts so that you can grow into a full desk. You will have an assistant to help with processing renewals, as well as Patra used for endorsements, certificates, and policy checks. The agency uses AMS360, and all processes are clearly outlined.

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 and is flexible with hybrid scheduling.

Candidates need to have an active WA P & C license and at least 3 years of small to mid-Commercial lines full cycle account manager experience. AMS360 knowledge is a big plus but not required.

To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. They would like to hire ASAP.

If you are an experienced Commercial Lines Account Executive with experience being the quarterback for the team handling large multi-state Senior Living Accounts, and you want to work remote, this new role is for you!

My client is a national growing insurance brokerage. You will work on a book of large mostly California senior living operators and some that are located out of state primarily in the West. You can live in CST or MST time zones, but you will be working primarily West Coast core hours.

You will be leading insurance strategy and risk management meetings with insureds and managing your team of account managers for large complex Senior Living accounts:

• Identify the strengths and weaknesses of alternative solutions to complex problems, conclusions, or approaches to problems and what options may be most appropriate to meet a prospect’s needs.
• Identify centers of influence that can assist with developing leads or with making inroads to potential clients.
• Develop relationships and perform analysis with prospective clients to understand their organization, key decision makers, and business needs.
• Meet sales goals and retain relationships with key stakeholders after prospects become clients with an eye toward cross-sell and round-out opportunities.
• Understand principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, and sales techniques.
• Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations.

The firm offers an excellent benefits and 401K package, generous PTO package, remote work schedule (PST hours preferred as that is where the team is located), career growth/development opportunities and all IT needed to do the job.

Candidates need to have progressively responsible independent agency Account Executive experience with large senior living or other large habitational/real estate risks. You need to have experience leading the strategy sessions for insureds and have strong team leadership skills. You must have an active P & C insurance license and will be required to obtain a CA Non-resident license if you are out of state.

To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. The client is looking to hire ASAP.