Your middle market commercial lines account manager experience at a retail insurance agency is the key to landing this rare career opportunity.
My client is a National Insurance Brokerage who excels in the Senior Living market space. This new team role will be based out of their Lake Oswego, OR office. They will train on all Senior Living Carriers and coverages. The Team Lead is a terrific mentor who loves to impart her knowledge to junior staff. A typical account will be a senior living operator with 3 to 5 locations ranging from aging in place to full time memory care. Revenue per account will be at least $50,000 and there are many layered property coverage packages. The agency uses EPIC. This is a great opportunity to grow your career and work on some of the agency’s largest prestigious accounts.
They offer excellent benefits, retirement, generous PTO, 401K with match, pet insurance, and wellness perks. They pay for continuing education/certifications and encourage their staff to become strong technical resources for their insureds. They have a compliment of support resources to help with processing tasks. This is a great career opportunity to work with and learn under a great team who are recognized as industry experts in the Senior Living field. It is the perfect “next step” role to build your insurance career! After training, hybrid schedules of as little as 1 day in office per week are available if desired.
Key job aspects:
- Develops complete client information and applications for renewal business under the direction of the Producer, Senior Account Executive, or Account Executive. Develops the proposal for review with Producers.
- Processes change requests/endorsements, binders, certificates, account summaries, proposals, policies, lost policy releases, audit, and account balance status when requested. Ensures that these items are given to the client in a timely manner.
- Initiates appropriate correspondence with carriers and clients. Responds to requests from clients and insurance companies.
- Maintains files with proper records according to company procedures.
- Assists in the development of strong business relationships with appropriate insurance carrier personnel.
- Ensures accuracy of account information for renewal policies, endorsements, and audits for accuracy in rating, coverage, signatures, and enters these transactions to generate billing invoices in a timely manner.
Candidates need to have 2+ years of experience as a licensed Commercial Middle Market Insurance Account Manager at a retail agency. Experience with layered property coverage is a huge plus. Oregon P & C license, and strong MS Office skills with Excel are required.
To apply, email your resume to info@insuranceresourcing.com or call 360-392-8140. They would like to add their new team member in July.
Job Type: Permanent
Pay: $70,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Tuition reimbursement
- Vision insurance
Weekly day range:
- Monday to Friday
- No weekends
Work setting:
Application Question(s):
- How many years of middle market commercial lines account manager experience do you have with retail insurance agencies?
- How proficient are you with large layered property coverage?
- Do you know EPIC?
License/Certification:
- Insurance Producer License in Oregon? (Required)
Ability to Commute:
- Lake Oswego, OR 97035 (Required)
Work Location: Hybrid remote in Lake Oswego, OR 97035