Commercial Lines Account Manager: Remote for Oregon Residents Only
State:
Oregon
City:
Medford, OR
If you live in Oregon, have your Oregon P & C insurance license, and have insurance brokerage Commercial Lines Account Manager experience, this new remote role, this new role could be a great fit.
My client is a growing insurance brokerage in Medford, Oregon. They are hiring a new Commercial Insurance Account Manager. The book is a little over 1.7 million in premium and is a mix of small and mid-sized accounts. The agency is on EPIC. This is a busy book with lots of contractors and other Oregon based businesses. You will be partnered with a Producer who was promoted from this role. This allows you to work together to learn the accounts and take over the book.
Key responsibilities:
Provide general service to Commercial Insurance clients, including processing endorsements, making changes, issuing certificates of insurance, and answering policy questions.
Process renewals of accounts, including Agency Billed E&S policies.
Handle rewrites and re-marketing activities, involving the Account Executive as needed.
Write new business accounts.
Cross-sell current clients to round accounts.
The agency is laid back, low stress, and a fun place to work. They provide a great benefits package. Parking is free. This is a Mon to Fri 8:00 am to 5 pm PST role. Salary range is $50,000 to $75,000 based on years of independent agency experience and commercial lines coverage knowledge.
Candidates need an Oregon P & C license, experience working as a licensed Commercial Lines Account Manager in an insurance agency and have a working knowledge of Applied EPIC. The agency would like to hire ASAP.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140.
Insurance Service/Sales Role—Bilingual in Russian, Ukrainian, or Armenian
Job Type:
In-office Mon to Fri
Salary:
$50,000 + monthly bonus/commissions (1st year $70K+)
Category:
State:
Washington
City:
Issaquah, WA
If you speak fluent Russian, Ukrainian, or Armenian and have your P & C Insurance License, this new service/inside sales role is for you.
My client is a well-established insurance agency located in Issaquah, WA. He has won the Chairman’s Circle Award for several years and is recognized as a leader in the industry. He is looking to add a new team member who speaks fluent Armenian, Russian, or Ukrainian. This is an in-office Mon to Fri permanent staff role. At target, you should make $70K or more first year. You will have paid vacation, sick time, and he will also pay for your personal health insurance after 90 days on the job.
The office is fun and lively with a great work/life balance and free parking. The agency prides itself on its “Nordstrom like” customer service and soft-selling approach.
How the training program works: Upon successful completion of the background check, you will go on payroll as a W2 agency employee and you will begin the in-house training with senior staff members which will teach you how to do policy service, quote rates, work with underwriters, and do other account service tasks. All work is done over the phone, online, and over text. You will work Mon to Fri 9 am to 6 pm at the office. You will work with Russian, Ukrainian, Armenian, and English-speaking customers. You will review current policies and quote renewal rates, and you will quote on new business. Your goal is to write a minimum of 30 new insurance policies/mo. You will get a percentage of the insurance premium for auto and home policies, and an additional bonus per policy written in addition to base wage.
Candidates need to have a P & C Insurance license (L & D a plus), fast computer skills, a desire to learn and grow in the insurance industry and be coachable. You must be able to speak fluent Armenian, Russian, or Ukrainian and English over the phone and be able to commute daily into the Issaquah, WA office.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. The agency would like to hire their new team member ASAP.
Employee Benefits Implementation and Enrollments Account Manager
State:
Washington
City:
Fife, WA
If you are looking for a new role where you can use your employee benefits experience and you live in the South Puget Sound, this account manager role could be your next career move.
My client is an insurance agency that specializes in group benefits (medical, dental, vision, etc) for companies that have anywhere from 2 to 300 employees. They are in Fife, WA. The firm is known for being very client centered. They have a good team culture with strong tenure and loyal clients. This is a service and administrative role; there is no selling involved. This role supports the sales team. Your job starts after the employer group has selected their benefits plan for the following year.
As the Implementation Account Manager, you will:
Add new HR personnel to the carrier online portals
Process enrollments, terminations, and changes for select clients
Answer general questions that come in daily including coordination of benefits, covered benefits, eligibility, merger & acquisitions, compliance, etc.
Complete compliance forms and notifications
Help clients with bill discrepancies and bill audits.
The job pays $30 to $33.50/hour and has full benefits. This is a Mon to Fri in-office role with free parking. The office is fun, they celebrate employee milestones and offer continuing education. They are a boutique agency you can depend on for stable employment and they have no interest in selling out to a national brokerage.
The job requires a WA Life & Disability license, strong computer skills with MS Office, especially Excel. Sales Force knowledge is a huge plus. Must have strong detail orientation and organization skills.
The client is looking to hire ASAP. To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140.
Insurance Service Rep: 5 Weeks PTO and 100% Paid Benefits
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 service role you can depend on? If you have your insurance P & C license, love customer service, you live near Woodinville, WA, this job is for you.
My client is one of the top-rated insurance agencies in Washington. They are adding a new licensed inside service 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 customer service/sales role. The agency has over 10,000 households and you will handle about 1600 customers splitting the book with other service staff in the office. You will handle renewals, handle daily service requests to add/remove vehicles, issue certs, and assist with billing questions and taking payments. You will also handle walk-ins, call-ins, and any emails requesting a quote. You will not be doing any new business cold calling. Your goal is to understand the client’s insurance needs, service current policies, evaluate coverage gaps, and suggest a solid overall risk strategy that fits their needs and budget.
They offer a guaranteed $60,000 salary, 5 weeks of PTO that accrues weekly, 100% paid medical/dental plan for the employee, and retirement plan with 10% profit sharing. In addition to your base salary, once you write 25 applications/month, (renewal re-writes and new cars are included), you will qualify for 2 more bonuses that are averaging an additional $10,000 per year. 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 2 years of insurance agency experience and a 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.
Commercial Lines Account Executive: Large Property Book
State:
Oregon
City:
Lake Oswego
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.
