Commercial Lines Account Manager

Cassidy Brody - District Office
Clackamas, OR Full Time
POSTED ON 9/24/2022 CLOSED ON 11/5/2022

What are the responsibilities and job description for the Commercial Lines Account Manager position at Cassidy Brody - District Office?

Job Description


Our well-established, growing agency is seeking a phenomenal, detail-oriented, go-getter, to join our team as our Commercial Lines Account Manager. We are a top 1% performing Farmers Insurance Agency; together we work hard to exceed our goals. We are looking for the right person, who is seeking a high energy, winning environment, and who is equally committed to excellence and personal achievement. If you are seeking a long-term place to land, a fun and stable work environment, and bring warmth, positivity, and consistent hard work, we'd appreciate your consideration and application.


Benefits


  • Hourly Pay Range: $57,000 - $62,000 based on experience
  • Quarterly & Annual performance bonuses
  • Half-day Fridays
  • 12 days of Paid Time Off Federal Holidays
  • Monthly Health & Wellness Stipend and option to enroll in Farmers Group Benefits Program
  • Paid Training & Professional Development

Responsibilities


  • Manage and service commercial insurance accounts in accordance with agency procedures
  • Prepare new business proposals that align with client needs and agency recommendations
  • Provide ongoing service to clients including but not limited to insurance binders, policy billing, policy changes, endorsements, and additional insured certificates
  • Support clients and gather required documentation during workers compensation audits
  • Review policies to ensure that coverages and limits are correct and display appropriately across management systems and client facing documentation
  • Maintain account records in agency management systems, including incoming and outgoing internal and external correspondence
  • Review accounts and identify areas of opportunity for additional coverage and improved pricing

Requirements


  • Active Oregon Property & Casualty license
  • 2 years of insurance industry experience related to servicing commercial accounts
  • Knowledge of major insurance coverages including General Liability, Property, Commercial Auto, Workers Compensation, and Umbrella.
  • Proficiency with Microsoft Office 365 (Word, Excel, and Outlook)
  • Strong technical skills and proficiency with agency management and quoting software
  • Outstanding organization and communication skills

Salary : $57,000 - $62,000

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