Commercial Lines Account Manager: Senior Living Book—Will train on this coverage
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Job Description:
Your large commercial lines property coverage knowledge is the key to landing this flexible hybrid opportunity with this growing insurance brokerage.
My client is a National Insurance Brokerage who excels in the Senior Living market vertical. This new team role will be based out of their Lake Oswego, OR office and is hybrid 1-2 days/week depending on your distance to the office. They will train on all Senior Living Carriers and coverages. The Team Lead is a terrific mentor who loves to impart her knowledge to junior staff. A typical account will be a senior living operator with 3 to 5 locations ranging from aging in place to full time memory care. The agency uses EPIC. The desk has about 16 accounts and 1.8M in revenue. This is a great opportunity to grow your career technically and work on some of the agency’s largest prestigious accounts.
They offer excellent benefits, retirement, generous 30 days of PTO, 401K with match, pet insurance, and wellness perks like gym memberships. They pay for continuing education/certifications and encourage their staff to become strong technical resources for their insureds. They have a compliment of Account Coordinators to help with processing tasks. This is a great career opportunity to work with and learn under a great team who are recognized as industry experts in the Senior Living field. It is the perfect “next step” role to build your career!
Key job aspects:
- Develops complete client information and applications for renewal business under the direction of the Producer, Senior Account Executive, or Account Executive. Develops the proposal for review with Producers.
- Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to the client in a timely manner.
- Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.
- Maintains files with proper records according to company procedures.
- Assists in the development of strong business relationships with appropriate insurance carrier personnel.
- Ensures accuracy of account information for renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
Candidates need to have 3+ years of experience as a licensed Commercial Account Manager with knowledge of layered property coverage. Real Estate or other Habitational Property coverage knowledge is needed for this role. Candidates must come from a retail independent brokerage setting, no direct writers please. Job requires an Oregon P & C license, and strong MS Office skills with Excel.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. They would like to add their new team member ASAP.
