Commercial Insurance Account Manager
The Jonus Group, Happy Valley, OR, United States
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. Compensation Package
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) Responsibilities
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 ID cards, 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.
Qualifications / Requirements
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 AMS360. Strong organizational skills and attention to detail. Excellent customer service and communication skills. Ability to work independently and collaboratively within a team.
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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. Compensation Package
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) Responsibilities
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 ID cards, 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.
Qualifications / Requirements
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 AMS360. Strong organizational skills and attention to detail. Excellent customer service and communication skills. Ability to work independently and collaboratively within a team.
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