Commercial Lines Account Manager, Beaverton ,OR
Leavitt Group
- Beaverton, OR
- Permanent
- Full-time
- Accurately maintain customer information in the agency management system by properly documenting the file and making sure that the current applications reflect all changes made to a policy throughout the policy term. Information in the current application should be updated at the time the customer requests a change.
- Understand and utilize the various company products, underwriting requirements, binding authority, policy forms, and rating software programs.
- Service existing commercial lines accounts by:
- Answering coverage questions, recommending coverages, processing policy changes, taking claim information, submitting the proper documents to the carrier, and verifying that documents received from the carrier are correct.
- Issuing the proper insurance verification documents to the insured (auto ID cards, certificates of insurance, etc.).
- Resolving customer problems and complaints (with assistance/direction from manager as needed).
- Following up on policies that are pending cancellation.
- Collect agency billed premiums.
- Market new and renewal business.
- Complete underwriting information and applications (with assistance from the producer if needed). Present submissions to companies.
- Compile company quotes.
- Present quotes to producer, if account is assigned to producer, in an organized format.
- Create accurate and professional looking insurance proposals.
- Assist with the development of recommended coverages for customers.
- Learn of new products or changes and convey them accurately to customers.
- Assist with answering phones and other general office duties as required.
- Promote and enhance the reputation of the agency.
- High school diploma or general education degree (GED)
- Valid P&C license, active in the state of Oregon, must be maintained
- 2-5 years of insurance agency experience
- Must be able to communicate information and respond to questions (both verbally and in written form) effectively with clients, carriers, company personnel, and others
- Possesses the ability to perform work in a dependable, consistent, and timely manner
- Demonstrate the ability to follow instructions, respond to management direction, and solicits feedback to improve performance
- Proficient computer skills, including Microsoft Office Suite
- Competitive salary @ $65 K. - $85 K. per yr. (DOE)
- Paid License renewal and continuing education
- Recognition and rewards
- Attractive Benefits package, including 401k
- Vision, Dental, FSA, & Life Insurance
- Paid time off (vacation & sick time)
- A Wellness program that allows you to earn dollars toward your HSA Account