Insurance Accountant jobs in Portland, OR

J
Insurance Agent
  • j2 Agency with Goosehead Insurance
  • Vancouver, WA FULL_TIME
  • We are looking for a competitive insurance agent to generate new business by contacting potential customers. You will sell, solicit, differentiate and negotiate insurance plans that match the needs of your assigned or prospective customers’ portfolio. The goal is to build up strong positive relationships, to ensure growth attainment and increase our firm’s reputation. Insurance license preferred but not required. We will provide licensing and training.

    Responsibilities

    • Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
    • Breed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc
    • Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
    • Work with clients to deliver risk management strategies that fit their risk profiles
    • Report the progress of monthly/quarterly initiatives to stakeholders
    • Maintain bookkeeping systems, database and records
    • Monitor insurance claims to ensure mutual satisfaction
    • Achieve customer acquisition and revenue growth objectives
    • Constantly update job knowledge and learn about new products and services
    • Fulfill all policy requirements

    Skills

    • Proven working experience as an Insurance agent or relevant experience
    • Familiarity with all types of insurance plans (automobile, property)
    • Basic computer knowledge and statistical analysis
    • Proven ability to work with goals
    • Demonstrated ability to communicate, present, influence and sell effectively
    • Experience in delivering client-focused solutions and in creating long-lasting relationships
    • High school or BS degree

    Compensation

    • Base salary plus Commission

    Job Type: Full-time

    Pay: $50,000.00 - $120,000.00 per year

    Supplemental pay types:

    • Commission pay

    Weekly day range:

    • Monday to Friday

    Work setting:

    • In the field
    • Office

    License/Certification:

    • Insurance Producer License (Preferred)

    Work Location: Multiple locations

  • 13 Days Ago

H
Commercial Insurance Customer Service Rep
  • Hopp Insurance
  • Newberg, OR FULL_TIME
  • Would you like to work for a family-owned business? We are looking for Commercial Lines Customer Service Representatives who enjoy engaging with customers every day with exceptional, personalized cust...
  • 3 Days Ago

P
Accountant
  • Providence Nursery LLC dba Fisher Farms
  • Gaston, OR PART_TIME,FULL_TIME
  • Fisher Farms is a wholesale plant nursery seeking a skilled and experienced Accountant to join our team. This is a key position with the company and is responsible for the overall accounting and finan...
  • 16 Days Ago

C
Accountant
  • CRMG
  • Portland, OR FULL_TIME
  • DescriptionCommercial and Residential Management Group (CRMG) is seeking an experienced Accountant to join our team at the Downtown Portland corporate office. This role will manage the accounting proc...
  • 20 Days Ago

C
Accountant
  • Concora Credit Inc.
  • Beaverton, OR FULL_TIME
  • Overview We hire people, not positions. That's because, at Concora Credit, we put people first, including our customers, partners, and Team Members. Concora Credit is guided by a single purpose: to he...
  • 21 Days Ago

M
Accountant
  • Meyer Memorial Trust
  • Portland, OR FULL_TIME
  • Position Summary: As Staff Accountant, you will be a key player on our Finance team, working closely with the Investment Accountant and Senior Accountant. You are primarily responsible for the day-to-...
  • Just Posted

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0 Insurance Accountant jobs found in Portland, OR area

A
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Portland, OR
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/26/2024 12:00:00 AM

A
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Portland, OR
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/26/2024 12:00:00 AM

A
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Portland, OR
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/26/2024 12:00:00 AM

A
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Portland, OR
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/26/2024 12:00:00 AM

A
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Portland, OR
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/26/2024 12:00:00 AM

A
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO)
  • Avantax Planning Partners
  • Portland, OR
  • Position Summary Avantax Planning Partners is seeking a Financial Planning Consultant that will service a book of busine...
  • 4/26/2024 12:00:00 AM

T
Insurance Account Manager
  • TEC Equipment, Inc.
  • Portland, OR
  • About Us: Headquartered in Portland, Oregon, TEC has 30+ locations from Seattle to San Diego to the Midwest, serving tho...
  • 4/25/2024 12:00:00 AM

J
Sr. Commercial Lines Account Executive (Must have a heavy real estate background in insurance-R[...]
  • Jobot
  • Portland, OR
  • Want to learn more about this role and Jobot? Click our Jobot logo and follow our LinkedIn page!Job detailsThis Jobot Jo...
  • 4/22/2024 12:00:00 AM

Portland is the largest and most populous city in the U.S. state of Oregon and the seat of Multnomah County. It is a major port in the Willamette Valley region of the Pacific Northwest, at the confluence of the Willamette and Columbia rivers. As of 2017, Portland had an estimated population of 647,805, making it the 26th-largest city in the United States, and the second-most populous in the Pacific Northwest (after Seattle). Approximately 2.4 million people live in the Portland metropolitan statistical area (MSA), making it the 25th most populous MSA in the United States. Its Combined Statist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Insurance Accountant jobs
$67,016 to $96,743
Portland, Oregon area prices
were up 3.9% from a year ago

Insurance Accountant
Prepare and file income tax, excise and premium tax, and statutory reports for client programs.
January 11, 2023
Act as a resource for other team members.
March 04, 2023
Contributes ideas and skills to team.
March 18, 2023
Review and analysis of balance sheet and income statement accounts.
March 26, 2023
Assist in the processing of accounting entries in the general ledger, including coordination with investment manager for investment-related accounts as well as maintenance of fees and expenses.
March 30, 2023
Compile and analyze financial statements for client programs.
April 04, 2023
Adhere to all Company and department policies and procedures.
April 15, 2023
Support preparation of Statutory financial statements and supporting schedules according to the quarterly and annual schedule.
May 01, 2023
Sets self-improvement goals linked to the organizational goals.
May 03, 2023
Supervise a Junior/Staff Accountant.
May 17, 2023