Personal Lines Insurance CSR – remote for OR, WA, ID Only
Job Type:
Remote (live in Pacific Northwest; west coast hours)
Salary:
$24 to $25/hour + new business commissions
Category:
State:
Oregon
City:
Portland, OR
This is a great role for a P & C licensed insurance CSR with a couple of years of insurance agency experience who wants to grow into a Personal Lines Account manager role and work from home!
My client is a P & C agency in a rural area of Oregon. They have great reviews from customers, and they are a fun group to work with.
They want to hire a P & C licensed personal lines Customer Service Rep who can support their Account Managers with daily service task on current accounts. You will be on the phone or email in this role and will be the insured’s first phone contact with the goal of routing the call to the appropriate Account Manager or handling the service task such as changing out a vehicle or handling a cert or billing issue. You will also have the opportunity to earn 50% of the agency’s commissions on 1st year or any completely new business you write from personal referrals. There is a virtual assistant who handles non-licensed tasks to help with overall agency workload.
The goal of this role is to train you up from a CSR into an Account Manager role as soon as you are ready to take on the challenge. This is an excellent opportunitiy to make the jump from direct writer to independent agency!
The agency is on EZlynx and uses an automation system to help streamline renewal communications. They will provide all IT needed to do the job and will provide training on internal agency management systems.
You will be working with preferred package Carriers such as Safeco, Progressive, and Travelers. You will work from home with Mon to Fri 8:30 am to 5 pm PST.
The agency pays 100% of your Providence Medical Insurance premium and provides an IRA with 3% match.
Candidates need to have an active P & C insurance license, a distraction free dedicated home office with reliable upload/down speed, and at least 2 years of insurance agency CSR Personal Lines experience at either a direct writer or independent agency. The agency client prefers candidates who live in the Pacific Northwest, OR, WA, or ID to make it easy to work with the existing West Coast team which is a mix of office and remote employees.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. Our agency client would like to hire ASAP and is doing interviews now.
Employee Benefits Account Manager: Small Group-Oregon Market
State:
Oregon
City:
Lake Oswego, OR
If you have your Life & Health insurance license and at least 2 years of insurance agency small group employee benefits account manager experience with groups in Oregon, this new work from home role could be an excellent fit.
My client is a growing national insurance brokerage. This Employee Benefits Account Manager is part of their Small Business Unit. You will be responsible for 80 groups that range from 2 to 50 lives with a focus on account retention. The groups are in Oregon. You will use Wired Quote and BenefitPoint for renewals as well as Excel. You will have lots of autonomy and will handle the renewal from start to finish including the online enrollment meetings. During Q4, you will also have admin help for ID cards, packets etc. Most of the groups are written with small group carriers, although there are some Association groups. Employee Navigator is used with some of the larger SBU clients.
The company will ship you all IT needed for the job. They offer base salary of $68,000 to $70,000 plus year-end bonus based on company metrics, and a rich benefits package.
You will be a full cycle Account Manager with responsibilities for yearly renewal and account service during the year as needed.
Account Management
- Supports in enrollment, benchmarking, financial and utilization data based on financial review standards.
- Maintains all client information in accordance with both company procedures and HIPAA regulations. Follows company procedures in order to achieve positive audit results.
- Ensures accuracy of account information for both new and renewal policies, endorsements, and audits for accuracy. Works with carrier to ensure accuracy of client information and forms. Communicates any outstanding or impactful topics from the carrier back to the client.
- Oversees installation of the group on renewal. Finalizes enrollment with carrier and reports the results to team members.
- Support maintenance of agency management system, communication system, and other tools.
- Collects forms/data/schedules for regulatory compliance.
Candidates MUST have at least 2 years of Oregon small group account manager experience and an OR Life and Health license. Preference is for candidates who live in Oregon or Southern WA, but will consider others that may have worked in OR previously but now live in another state. Must know how to use Wired Quote and BenefitPoint.
To apply email your resume to info@insuranceresourcing.com or call 360-392-8140. The agency wants to hire ASAP.
Personal Lines Account Manager
Job Type:
In-office Mon to Fri, hybrid after 6 months available
Salary:
$63,000 to $65,000 + quarterly bonuses
Category:
State:
Washington
City:
Auburn, WA
Do you live in the Auburn, WA area, have your P & C license, love account management, and want to have a secure role where you have great benefits and don’t have to worry about being sold?
My client is a growing independent insurance agency with multiple locations in WA state. They are looking to add a new Personal Lines Account Manager in their Auburn, WA office. This is the same position that the Personal Lines Department Manager started in 12 years ago. She’s an excellent mentor and trainer. This is an agency you can grow with and depend on!
This is a full time Mon to Fri in-office role with flexible start times and a great benefits package. After 6 months, hybrid scheduling will be available. The book has 577 policies with just under $1M in premium and is growing. You will be supporting one producer. The agency uses AMS360.
You will handle customer service requests and renewals, determine all impacts/needs associated with the request, and consider any impacts to other coverages or policies. You will also identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk. Your goal is to maximize customer retention.
You will document all contacts, maintain customer records and files, and update customer information as appropriate for accuracy. You will maintain effective and timely follow-up systems and verify transactions with customers. You will keep abreast of personal lines products, carriers, and agency and carrier rules to maximize service to your customers. Communication is done primarily over the phone and email.
The agency believes in sharing the profits and offers a salary of $63,000 to $65,000 with quarterly bonuses with an excellent benefits package, PTO, and matching 401K. They also provide career development and pay for all insurance designations. Parking is free.
To be considered for this role, you need:
- P & C WA license and ability to work daily in the Auburn office Mon to Fri
- 2+ years of Personal Lines Agency experience; direct writer/captive is okay
- Excellent communication skills over phone and email
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. The client is looking to start someone right away.
Small Commercial and Personal Lines Account Manager
State:
Oregon
City:
Beaverton, OR
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.
Inside Insurance Sales Rep: Salary + commission +5 weeks PTO and fully paid benefits
Job Type:
In office Mon to Fri
Salary:
$50,000 + commission (1st year $80K to $100K)
Category:
State:
Washington
City:
Woodinville, WA
Would you like to have 5 weeks of PTO, no out of pocket cost for benefits, and a regular Mon to Fri insurance sales role you can depend on? If you have your WA P & C insurance licenses, love working with customers to help them understand their insurance needs, and you want to be able to earn $100,000 or more, this Woodinville, WA Insurance agency wants to talk with you!
My client is one of the top-rated insurance agencies in Washington. They are adding a new licensed inside sales rep to their well-established award-winning team in Woodinville, WA. You will be a salaried W2 full time employee of the agency. You will be in a trusted advisor inside sales role. The agency has over 10,000 households and you will be working with existing customers to gain referrals and will quote on Personal Lines new business leads as well as build out your own personal sales network. Your goal is to understand the client’s insurance needs, help them understand policy coverage options, evaluate any existing coverage gaps, and suggest a solid overall risk strategy that fits their needs and budget. You will be focused on new business sales, responding to warm leads, and using your own natural network to gain more referrals. Goal is 50 apps/month, the two current sales rep are averaging 75 apps/month and are exceeding W2 income of $100,000 per year.
They offer a guaranteed $50,000 salary, 5 weeks of PTO that accrues weekly, 100% paid medical/dental/vision plan for the employee, and retirement plan with 10% profit sharing. This is a Mon to Fri 8:30 to 5 pm in-office role with no weekend requirements. Parking is free.
Candidates need to have at least 1 year of successful insurance agency sales experience and a WA P & C license; L & D is a plus but not required initially. The agency wants to start someone ASAP.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. They would like to hire ASAP.
