Commercial Insurance Account Manager
Commercial Insurance Account Manager
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Job Description
Our client a smalltown insurance agency emphasizing worklife balance and a familyoriented culture is seeking a Commercial Lines Account Manager. They offer a generous benefits package including employerpaid medical insurance a Simple IRA with a 3% match a Costco membership and paid community volunteer hours. This role provides the opportunity to manage a commercial book of business independently while being part of a collaborative and supportive team.
The ideal candidate will bring expertise in commercial lines insurance and a strong service orientation. While much of the role is focused on account servicing responsibilities also include handling inbound calls referral business and crossselling or upselling opportunities. There is no outbound marketing cold calling or prospecting. For the right candidate this position can be fully remote but is limited to residents of Oregon with a preference for those near La Pine OR.
Responsibilities
- Independently manage a commercial book of business including:
- Setting prerenewal meetings and facilitating policy reviews.
- Making policy changes completing Acord forms and processing certificates and endorsements.
- Binding coverages marketing new business and remarketing existing accounts with carriers.
- Handle inbound calls and work with referral business to create quotes and close new business.
- Share the workload of servicing the entire agency book not tied to a specific producer or book.
- Maintain a 90% retention rate through excellent service and support.
- Work with surplus lines accounts as needed (experience in surplus lines is a plus).
Qualifications
- 2 years of commercial lines experience with an independent agency.
- Proficiency in managing accounts including policy reviews marketing and processing policy updates.
- Experience with AMS 360 is preferred.
- Familiarity with surplus lines is a bonus but not required.
- Must reside in Oregon with a preference for candidates near La Pine OR. Remote work is an option for the right candidate.
This position is ideal for a skilled commercial lines professional seeking a flexible and supportive environment in a closeknit agency. If youre ready to bring your expertise to a team that values worklife balance and excellent client service apply today!
Employment Type
Full Time
