Personal and Small Commercial 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 Junior Commercial Lines 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.
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.