Insurance Portfolio Manager

1 week ago

Portland, Oregon, United States Novatae Risk Group Full time
Job Overview

We are seeking a highly skilled Account Manager to join our team at Novatae Risk Group. As an Account Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying opportunities for growth and development, and providing exceptional service to ensure their needs are met.

Key Responsibilities
  • Manage a portfolio of clients, including relationship building and client account development.
  • Handle service requests, identify potential risk issues, and provide quotes for additional coverages and policies.
  • Track renewals and ensure timely processing of account transactions.
  • Follow agency credit and collection procedures to ensure prompt payments.
  • Manage cancellation processes according to agency standards.
Requirements
  • Property & Casualty license is required.
  • Minimum of 2 years of previous P&C wholesale insurance experience.
  • Proficient in basic computer skills, such as Microsoft Office and agency management software.
  • Knowledge of commercial lines insurance coverage, products, markets, rating, and underwriting procedures is essential.
  • Strong communication and interpersonal skills, with the ability to work independently and as part of a team.
Qualifications
  • Excellent client service skills, with the ability to respond to inquiries and resolve issues in a timely manner.
  • Strong analytical and problem-solving skills, with the ability to identify opportunities for growth and development.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong attention to detail and organizational skills, with the ability to maintain accurate records and files.
Equal Employment Opportunity

At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status.

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