Senior Commercial Insurance Account Manager

7 days ago


Portland, Oregon, United States CareerPaths NW Full time

About the Role

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  • The successful candidate will be responsible for managing a book of business in excess of $300k, with a focus on delivering exceptional service to commercial insurance clients.
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About Us

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CareerPaths NW is a leading provider of insurance services, dedicated to helping businesses succeed. Our team of experts has extensive experience in managing General Lines of Coverage and providing top-notch customer service.

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Responsibilities

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  • 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.
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Requirements

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  • 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.
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Compensation

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We offer a competitive salary of $80,000 - $110,000 per year, plus benefits, including 100% Paid Medical/Dental Insurance, Generous Paid Time Off, 401K Plan, and more.

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Becoming Part of Our Team

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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. Join our dynamic team and make a difference in the insurance industry.



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