Senior Commercial Lines Account Manager: Real Estate Book—Remote for WA, OR, and ID Residents only
State:
Washington
City:
Seattle, WA
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.
Personal Lines Insurance Customer Service Rep
State:
Oregon
City:
Medford, OR
If you have experience as a Personal Lines Insurance CSR in an insurance agency, have your Oregon P & C license, and live in the Medford, OR, area, my client has a great new career opportunity for you!
My client is a Medford, OR full-service independent insurance agency. They are part of a growing National Brokerage so there is a lot of long-term career opportunities. They want to hire another Personal Lines Customer Service Rep to support their very successful Producer. The new team member needs to have at least 2 years of insurance agency experience either with a Direct Writer or with another insurance brokerage. This role is all service work, handling daily requests such as taking payments, adding/removing vehicles, providing certs/endorsements, and updating account files in the EPIC agency management system. (System training will be provided). You will also assist the Account Managers as needed to allow them to focus on renewal activities.
The agency enjoys many referrals and strong client retention. The culture is laid back, low stress, and a fun place to work. They provide a fully paid benefits package with matching 401K and PTO plan. Parking is free.
This is a Mon to Fri Medford in-office role. Hours are 8:30 am to 5 pm. Pay is based on 40 hours/week and is hourly.
This is a great career step which will provide you with the tools and training to advance into an Account Manager role in the future.
Candidates need an OR P & C license and at least 2 years of recent insurance agency Account Manager experience.
The agency would like to hire before the end of the year.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140.
Employee Benefits Account Manager: Groups 51 to 100 Lives
Job Type:
Hybrid (in office on Tues and Thurs)
Salary:
$75,000 to $79,000 + bonus
Category:
State:
Oregon
City:
Portland, OR (not downtown)
If you are ready to move your employee benefits agency experience to the next level, this job is for you.
My client is a full-service independently owned insurance agency in Portland, OR that has been in business for over 80 years. Due to growth, they are hiring a new Employee Benefits Manager to handle a book of 70 to 90 clients with 50 to 100 lives. These are all current clients. You will handle renewals and take care of group service tasks. Best of all, they have no plans to sell out to any National Brokerages.
They offer career growth, paid continuing education opportunities, flexible hybrid scheduling, small out of pocket benefits costs, and a great work/life culture. The benefits department works in office on Tuesdays and Thursdays to allow for strong team communication with producers and teammates.
The agency uses EPIC, Employee Navigator, Excel, and Wired Quote. You will manage renewals from start to finish including spreading rates. This is all fully insured business.
Key job responsibilities include:
Retention of existing clients and assistance with the onboarding of new clients.
Provides exceptional service to Leonard Adams clients while ensuring they receive services that align with their strategic goals.
Collaborate with Agent to ensure the education of clients in their insurance program to ensure they have coverages that best fit their needs comprehensively. Recommend products / services to bridge any gaps in coverage.
Process renewals, working closely with assigned Agent to remarket if necessary.
Attend weekly Benefits staff meeting for team building and department strategies.
Attend scheduled meetings with carriers to keep up to date on changes to their underwriting, coverages and/or processes.
Respond promptly to client and carrier requests using email, phone, electronic fax and mail.
Ensures all billing and billing questions are resolved.
At times you will be assisting clients that are not directly assigned to you, such as when your coworker is out of the office or on another line.
Coordinate and conduct client presentations including open enrollment meetings, benefit fairs, and renewal presentations
Maintain a current working knowledge of industry legislative and compliance issues including, but not limited to: ACA, COBRA, HIPAA, ERISA, FMLA, etc.
Review contracts, amendments and SPDs for accuracy and coverage; identify errors and coordinate corrections with the carrier/vendor.
Provide claims, eligibility, billing and plan administration advocacy and resolution
Acts as a mentor for Associate Account Managers as they work together on client objectives
Responsible for the maintenance of client information ensuring that service standards are met and compliance is ensured
Candidates must have an Oregon Life & Health license and past insurance agency experience working with groups 51+ lives.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. They would like to have their new team member start in Jan but can accommodate a Q4 hire if needed. Note, they are in process of relocating to their brand new office in Beaverton in the early part of 2025.
Personal Lines Insurance Customer Service Rep
State:
Oregon
City:
Klamath Falls, OR
If you have your OR P & C License and want to work for a growing brokerage that offers excellent benefits and no weekend hours, my client’s new insurance customer service role is for you.
My client is a full-service independent insurance brokerage experiencing rapid growth. They need to hire another insurance customer service rep for their Klamath Falls, OR office. This is a terrific opportunity to take your direct writer agency experience and move to the independent agency side where you will learn how to work with 20+ Carriers giving your customers lots of options to get the best coverage. You will work in the office Mon to Fri helping walk-in customers with payments, billing questions, vehicle changes, certificates, address changes, and other daily service tasks to assist the Account Manager.
The agency is a fun place to work. They provide a fully paid benefits package, 401K + match, paid vacation/PTO, bonus, and free parking. Best of all, they offer paid continuing education opportunities to allow you to grow into an Account Manager role in the future.
Candidates need an OR P & C license and at least 6 months of agency experience, and live a commutable distance from Klamath Falls, OR.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. They would like to hire before holidays.
Senior Commercial Lines Account Manager: Generalist/Farm & Ag Book
Job Type:
Hybrid; 1 day/week in office
Salary:
$75,000 to $95,000 + bonus
Category:
State:
Oregon
City:
Portland, OR
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.
