Account Manager

Emery & Karrigan, Inc. is a premier provider of insurance for the crane and rigging industry. Our reputation as a leader has been built on carefully developed relationships with carriers that also specialize in this industry and always going above and beyond for our clients.

The Role:

Currently seeking a Commercial Lines Account Manager with a passion for being a positive and supportive team member and providing exceptional service to their clients.

Core responsibilities include:

• Act as an integral part of the E&K team, assisting the Producers in the maintenance of Commercial Lines accounts.
• Provide technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations.
• Schedules appointments with clients as requested by Sales Executive/Account Executive(s). May accompany sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive.
• Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive(s).
• Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Prepares summaries of insurance, schedules and proposals as needed.
• Orders and issues binders, certificates (which include participating in large certificate projects in office), policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
• Determines if direct or agency billing is appropriate and invoices in a timely manner. Also responsible for follow up on payments due from client.
• Processes renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Reviews audits of policies; verifies accuracy and facilitates corrections between client and carrier when needed.
• Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Account Executive(s). Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.
• Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.
• Thorough documentation is required on each account with proper E&O procedures strictly followed.
• Processes incoming mail and phone requests, responding promptly and appropriately.
• Other duties and special technical projects as assigned.

Experience and Education

• The ideal candidate must hold a current Property and Casualty Producer license for the state of Oregon and have three or more years of commercial lines insurance experience. He/she must possess above average computer knowledge/skills. The ability to demonstrate independent decision-making, time management and accuracy in processing transactions is required.
• Education – High School Graduate, college degree preferred.
• Preferred experience in construction insurance and with Applied EPIC agency management system.

Job Type:

Permanent-Fulltime

Benefits:

• 401(k)
• Health Insurance for employee and family – employer paid
• Dental Insurance - employer paid
• Paid time off
• Free Parking

Weekly day range:

• Monday to Friday

Typical Work Hours:

• 8 am to 5 pm

Work setting:

• In Person

Salary:

• $75,000 - $100,000 DOE (non-exempt)

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Experience level:

• 3 years

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Ability to commute/relocate:

• Beaverton, OR 97005: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

Salary : $75,000 - $100,000