Commercial Insurance Account Manager

Our client’s company specializes in providing a range of insurance services including Commercial, Personal, and Group Benefits Insurance. Currently, they are seeking a dedicated Commercial Account Manager to join their team. This role involves working closely with the Client Services Team and Producers to deliver exceptional service to commercial insurance clients.

Commercial Account Manager Job Responsibilities

• Manage the full renewal process independently, including setting pre-renewal meetings, performing audits, consulting on policy changes, obtaining estimates, re-marketing coverages, processing certificates and endorsements, and binding coverages.
• Prepare insurance applications and consolidate underwriting information for presentation to insurance markets.
• Report and monitor claims as necessary on some accounts.
• Assist with client meeting presentations and attend client meetings as required.
• Oversee the production of renewal documents such as Certificates of Insurance, Auto ID Cards, Invoices, and Policy Summaries.

Qualifications

• Minimum of 5 years of Commercial insurance experience with an independent agency.
• Possession of OR & WA Property & Casualty Licenses.
• Proficiency in Microsoft software programs at an intermediate level (Word, Excel, Power Point, Outlook).
• Preferred experience using Agency Management System, particularly EPIC.
• Ability to work in a hybrid, onsite, or remote capacity depending on location.
• Experience managing General Lines of Coverage Book of Business, typically not exceeding $300k.

If you are a seasoned Commercial Account Manager with a strong background in insurance services and meet the qualifications outlined above, we encourage you to apply.

Our client offers a comprehensive benefits package including 100% Paid Medical/Dental Insurance, Generous Paid Time Off, 401K Plan, and more. Join our client’s dynamic team and make a difference in the insurance industry. Apply today!