Commercial Lines Account Manager
1 month ago
- TITLE: Commercial Lines Account Manager I and ll
- TERM: Contract or Direct Hire
- LOCATION: Lake Oswego, OR 97035 or Vancouver, WA 98660 (Onsite)
- HOURS: Mon-Fri 8:00 AM-5:00 PM
- AM l - HOURLY: $50K - $74K Bonus + Benefits/Based on Experience
- AM ll - HOURLY: $60K - $104K Bonus + Benefits/Based on Experience
- REFERRAL BONUS: $500
Duties and Responsibilities
• It is required that this position actively supports office and all employees and customers in a positive manner.
• Maintain successful client and underwriter relationships.
• Manage the renewal cycle and servicing of client accounts.
• Understand the risk management process and counsel clients in its application.
• Analyze documents for insurance requirements and risk exposures.
• Analyze and understand policy forms.
• Issue certificates.
• Issue, review and process policy endorsements.
• Report, open, manage, and close claims.
• Review and check audits.
• Review and retrieve policies.
• Communicate professionally with others.
• Bill all invoices accurately and timely.
• Perform various other tasks associated with account management.
• Perform such other duties as the officers of Agency assign to you from time to time.
• Show an ability to manage accounts with little or no producer oversight.
• Demonstrate proficiency with Applied Epic, Microsoft Office, Microsoft Windows, Adobe, and other programs.
To be successful, the individual in this position must be:
• Minimum of two years' recent commercial lines account management experience.
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