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Insurance Account Manager

Portland, OR

Job ID: 55787 Industry: Operations/Administrative

Do you have experience in the  Commercial Property  Insurance? If you so this is the job for you! Looking for a detail orientated person with great communications skills. Must be able to delegate, utilize your co-workers and have a knack for stressful situations. 

Construction knowledge/experience is critical.

Process service requests:
Prepare quality submissions to carriers on behalf of client or prospect. 
Review and analyze quotations received from carriers. 
Prepare professional and accurate proposals for presentation to our clients. 
Prepare professional and accurate summaries for existing clients. 
Review endorsements for accuracy. 
Process premium audits and assist client in event of a dispute. 
Prepare certificates of insurance. 
Perform contract review with respect to insurance requirements. 
Prepare and deliver timely binders and invoices upon binding of coverage. Secure premium financing when needed. 
Review newly issued policies for accuracy before delivery to clients. 
Collaborate in a professional manner with all clients, carriers, producers and peers. 
Maintain and prioritize workload, including work to be handled by Account Assistant. 
Lead monthly renewal meetings with producer and other Account Managers on the team. 
Maintain certifications and complete assigned training goals. 
Maintain current knowledge of underwriting requirements and authority outlined by each carrier. 
Coaching and mentor-ship of others 
Lead/Perform special projects with the advice guidance from the Managing Account Executive or Managing Director. 
Identify and convert on account rounding and cross-sell opportunities 

Required Experience:
2+ years experience working with large insurance issues including providing complex risk management solutions to clients 
Prior agency experience including broad industry knowledge and experience 

Demonstrated proficiency in MS Office:  Word, Excel, Outlook. 
Agency Management System Experience. AMS 360 & Applied Epic preferred. 
Strong technical coverage knowledge of commercial lines. 
Strong/consistent work ethic - timely follow-up, team oriented, proactive, detail oriented, and dependable. 
Ability to work independently. 
Strong proponent of change that will enhance workflows and CL organization Washington States Agents License. 
Strong oral and written communication skills. 
Industry related certifications preferred. 

Amber O'Donnell


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