Commercial Insurance 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 account management and delivering exceptional customer service to the clients. The ideal candidate will have a strong background in commercial lines insurance, excellent organizational skills, and a passion for providing top-tier client support. This is a full-time position with the opportunity to work in a collaborative and supportive environment.

• Salary Range: $65,000 - $75,000+ (depending on experience)
• Benefits:
  Competitive benefits package, paid time off, professional development opportunities
• Work Arrangement:
  Fully onsite preferred; hybrid option available (2 days remote, 3 days in-office)

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

• Minimum of 2+ years of experience in commercial lines insurance account management (preferred).
• Active Oregon Property & Casualty (P&C) insurance license required.
• Proficiency with agency management systems, particularly AMS
  360.
• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Ability to work independently and collaboratively within a team.