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Insurance Account Manager

2 months ago

Portland Oregon, United States TEC Equipment, Inc. Full time
About Us

TEC Equipment, Inc. is a leading provider of transportation solutions, with a network of over 30 locations across the western United States. Our company specializes in offering a wide range of services, including equipment sales, leasing, and rental, as well as insurance and financial solutions for the trucking industry.

Job Summary

We are seeking a highly motivated and detail-oriented Insurance Account Manager to join our team. As an Insurance Account Manager, you will be responsible for managing our insurance business, working closely with customers to understand their insurance needs, and providing expert advice on insurance products and services.

Key Responsibilities
  • Generate Certificates of Insurance for banks and other stakeholders
  • Generate Auto ID cards for Insureds and other stakeholders
  • Take initial Claim information to forward to Insurance Companies
  • Work with customers to specify policy modifications (Endorsements)
  • Collect premiums, process payments
  • Provide general customer service and account troubleshooting
  • Complete new business and renewal packages, completing all paperwork as required by company policy, financial institutions and/or state regulation
  • File and submit paperwork to appropriate entities and authorities
Requirements
  • Property and Casualty insurance license
  • 1-5 years of insurance CSR or account management experience
  • Knowledge of insurance industry practices and terminology
  • Second language ability a plus - especially Russian, Spanish, Chinese, Punjabi
  • Excellent attention to detail and organizational skills
  • Strong customer service and written and oral communication skills
Benefits
  • TEC Equipment, Inc. provides our employees and their families with a full menu of health, wellness, and retirement benefits.
  • New hires are eligible to participate in our comprehensive benefits plan the first of the month following your date of hire.
  • Choice of two comprehensive medical plan options that include prescription drug coverage
  • Choice of two dental plans that cover preventative and diagnostic care, basic and major services, and orthodontia for children
  • Vision care, discounted hearing exams, and hearing aids
  • 401(k) retirement savings plan with company contribution
  • Life, accident, and disability insurance
  • Employee Assistance Program (EAP)
  • Education assistance
  • Seven paid holidays, vacation accrual of at least 48 hours per year, and paid sick