Archive for category: Portland Insurance / Finance

Location: Portland

Are you highly motivated and career focused? Our well-established client within the Pacific Northwest is growing and looking to add to the team. A typical day in this role will consist of handling renewals, general policy servicing, cross- selling for new business, and providing a high quality of customer service to both new and existing clients.  Company is offering a competitive base salary of $45,000 (doe) plus full benefits package covering hospital, medical, dental and 401k plan. Successful candidates should have at least 10 years of experience working with personal lines insurance options, excellent people skills and an ability to recognize potential sales opportunities. We are looking for competitive candidates that naturally network well and are motivated to be a member of a winning team!

 

Preferred Qualifications: 

– Insurance license
-Knowledge of technology such as AMS management software or other internet-based programs
– Dependability
– Strong written and oral communication skills
– Bachelor Degree Highly preferred

Benefits:
We strive to offer an environment that provides our team with the right balance between work and family. We offer a great benefits package including:

– Full Medical, dental, vision, and life insurance coverage
– 401(k)/Retirement
– Generous Commission, Bonus and Trip Incentives
– Professional development and training
– Promotion from within
– Paid vacation and sick days
– Competitive Salary and Job Security

Location: Portland, OR

Our client is a regional full service brokerage offering Personal, Commercial and Group Benefits lines of insurance. They have had a strong local presence in the Portland area with stable leadership, a commitment to technology and have a client and employee centric set of business practices. Their business focusing on a number of niches has helped distinguish them as specialists for each market they work in.

With a growing Group Benefits Department, multiple producers, each focusing on unique market segments, they have a need to AD an Account Manager to their team!

An ideal candidate would already have some experience in the Group Benefits industry on the broker side, currently licensed and experience managing fully funded accounts

Compensation includes a competitive base salary and annual bonuses.

Job Responsibilities
• Manage a book of business that is mostly fully funded business, mostly managing the schedules for renewals, claims, and client updates
• Carrier Negotiations
• Manage your books’ claims, carrier communications, client assistance, etc.
• Comfortable discussing plan design

Qualifications
• 3+ years of Group Benefits Account Management experience
• Currently licensed

Location: Portland, OR

 

Our client is a regional full service brokerage offering Personal, Commercial and Group Benefits lines of insurance. They are a traditional agency in the Portland area with strong leadership. Their business has a target client of Small and Mid Market business.

 

This role is Managing a Small to Mid Market book of business, assisting an Account Manager and Producer, servicing mostly fully funded accounts.

 

An ideal candidate would have some exposure to Group Benefits, is licensed and interested in continuing a career as a Group Benefits Account Manager. You must be coachable, eager to learn and hungry to work.

 

Compensation includes a competitive base salary and annual bonuses.

 

Job Responsibilities

• Assist in managing the renewals, claims, and client updates
• Data enter carrier rates
• Help with benefits claims

 

Qualifications

• 2+ years of Insurance experience
• Knowledge of Group Benefits or Human Resources
• Currently licensed

Location: Portland, OR

 

Our client is a local full service brokerage offering Personal, Commercial and Group Benefits lines of insurance. One of the fastest growing agencies in the Portland area, they have an attractive culture that’s collaborative, focused on technology, experience and working together to make things efficient. Their business has a target client of Mid and Large Market National business in multiple niche industries.

This role is Managing smaller Accounts, not their primary focus, as they service referrals from other departments they already do business with to keep all their insurance needs within the same company. In this role, you’ll be managing a block of existing smaller accounts which are mostly fully insured as well as some self funded accounts.

 

An ideal candidate would have more than 3 years managing benefits accounts, and be comfortable consulting with clients on plan design, changes and making presentations. You will NOT need to cold call or prospect in this role, as the leads for any new business, again, come from internal referrals with other departments.

 

Compensation includes a competitive base salary, bonuses and commissions for new business and book growth, and full medial

 

Job Responsibilities

• Manage the renewal schedules, claims, updates and service for Group Benefits accounts
• Carrier Negotiations
• Consult on Plan Design Changes
• Provide communication on cross selling and upselling

 

Qualifications

• 3+ years of Benefits Account Management Experience
• Experience Consulting on Plan Design

Can close cross sold and referral business