Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a team. This role is pivotal in ensuring seamless policy management, exceptional client service, and efficient coordination with carriers. The ideal candidate will bring a strong background in commercial lines insurance, a proactive approach to problem-solving, and a commitment to delivering top-tier customer service.

Compensation Package

• Hourly Rate: $28 - $35 per hour
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Process new business packets, financing agreements, and policy documents.
• Coordinate with carriers to obtain and review renewal quotes.
• Work with producers to finalize renewals and send quotes to insureds.
• Ensure accurate issuance of certificates, endorsements, and policy updates.
• Manage carrier and state filings (CCB, DOLI, etc.).
• Process policy endorsements, issue ID cards, and handle invoices.
• Investigate and resolve policy/endorsement errors or discrepancies.
• Maintain accurate client records in the agency management system.
• Assist insureds with filing claims and track claim progress.
• Process direct-bill and agency-bill audits, ensuring accurate invoicing.
• Provide exceptional customer service to insureds and carriers.
• Respond to billing inquiries and carrier questions.
• Attend carrier meetings and stay updated on carrier appetites.

Qualifications/Requirements

• Experience: 2+ years in commercial lines insurance account management preferred.
• Licenses: Active Oregon Property & Casualty (P&C) insurance license required.
• Technical Skills: Proficiency in agency management systems and familiarity with carrier processes.
• Soft Skills: Strong organizational skills, attention to detail, and excellent communication abilities.
• Teamwork: Ability to work independently and collaboratively within a team environment.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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