Assistant Account Manager (Personal Lines or Commercial Lines)

Job Summary

Seeking a motivated and customer-focused Assistant Account Manager to join a growing office. This is an excellent opportunity for individuals who are newer to the insurance industry and eager to build a rewarding career. The Assistant Account Manager will support both personal and commercial lines accounts, assisting with quotes, answering client inquiries, and learning the skills necessary to grow into an Account Manager role.

Compensation Package

• Salary Range: $35,000 - $40,000 annually (based on experience)
• Bonuses: Eligible for bonuses after accounts are assigned

Responsibilities

• Assist with quoting new and renewal business
• Answer client phone calls and provide exceptional customer service
• Support Account Managers with day-to-day tasks
• Learn and utilize software tools such as Excel, AMS360, and ImageRight
• Participate in training programs to develop skills and industry knowledge
• Collaborate with team members to ensure client satisfaction

Qualifications/Requirements

• Licensing: Property & Casualty (P&C) license preferred; assistance available to obtain the license if not already licensed
• Experience: Open to candidates with no prior experience; a positive attitude and willingness to learn are essential
• Skills: Strong customer service orientation, friendly demeanor, and excellent communication skills
• Technical Proficiency: Familiarity with Excel and the ability to learn new software systems

#LI-EL1

Personal Lines Customer Service Representative (CSR)

Job Summary

Seeking a dedicated and professional Personal Lines Customer Service Representative (CSR) to join a growing team. This role is ideal for individuals with a passion for providing exceptional customer service and a strong background in personal lines account management. As a CSR, you will play a key role in servicing accounts, handling endorsements, quoting, cross-selling, and ensuring client satisfaction. If you thrive in a collaborative environment with a great company culture, we encourage you to apply.

Compensation Package

• Salary Range: $40,000 - $60,000 per year (depending on experience)
• Benefits: Comprehensive benefits package offered

Responsibilities

• Manage personal lines accounts from start to finish, ensuring all client needs are met.
• Provide exceptional customer service by addressing inquiries, processing endorsements, and assisting with payments.
• Quote new and renewal business for standard home and auto accounts.
• Cross-sell additional products and services to existing clients.
• Maintain accurate records and documentation using Hawksoft software.
• Collaborate with team members to support the overall success of the department.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required.
• Experience: Minimum of 1 year of personal lines account management experience at an independent agency.
• Proficiency in quoting, endorsements, and inside sales.
• Strong phone communication skills and a customer-focused mindset.
• Quick learner with the ability to adapt to new processes and systems.
• Stable work history with no frequent job changes.
• Familiarity with Hawksoft software is preferred.

#LI-KD1

Commercial Insurance Account Manager/Customer Service Representative

Job Summary

Seeking a dedicated and experienced Commercial Insurance Account Manager/Customer Service Representative to join a growing team. This role is pivotal in providing exceptional service to clients, with a focus on condominium accounts. The ideal candidate will bring a strong work ethic, a collaborative spirit, and a passion for delivering outstanding customer care. This is an onsite position located in Beaverton, OR, offering the opportunity to work in a supportive and dynamic environment with a team of seasoned professionals.

Compensation Package

• Salary Range: $45,000 - $70,000 annually (commensurate with experience)
• Additional Benefits: Comprehensive benefits package

Responsibilities

• Provide administrative support for servicing condominium accounts, including claims, quoting, certificates, renewals, and working with preferred carriers and surplus lines
• Primarily handle renewal business, with some involvement in quoting new business
• Collaborate with team members to share knowledge and ensure seamless service delivery
• Maintain a high level of empathy and care in all customer interactions
• Utilize HawkSoft software for account management and documentation

Qualifications/Requirements

• Experience: Minimum of 5+ years in commercial insurance; experience with large property accounts or condominium accounts is a plus
• Licenses/Designations: Property & Casualty (P&C) license strongly preferred
• Technical Skills: Proficiency in HawkSoft or similar insurance management software
• Soft Skills:
  • Independent worker with the ability to manage tasks with minimal supervision
  • Strong team player who values collaboration and knowledge sharing
  • Exceptional work ethic and attention to detail
  • Empathy and a customer-first mindset
• Work Environment: This is a fully onsite role in Beaverton, OR

#LI-CH2

Commercial Lines Account Manager – Small Business Unit

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager – Small Business Unit to join a collaborative team. This role is integral in supporting the agency sales team and ensuring the seamless management of small business renewals. The ideal candidate will have a strong background in commercial lines insurance, excellent customer service skills, and the ability to thrive in a hybrid work environment. This position offers an exciting opportunity to contribute to the success of an agency by delivering exceptional service and maintaining high-quality standards.

Compensation Package

• Compensation: Hourly rate equivalent to an annual salary of approximately $57,000 to $63,000, based on experience and qualifications.

Responsibilities

As a Commercial Lines Customer Service Representative – Small Business, your key responsibilities will include:

• Servicing the Commercial Lines Book of Business:

  • Processing endorsements, billing, and payments.
  • Handling claims and creating new/renewal business submissions.
  • Ordering loss runs, experience modifiers, and assisting with supplemental applications.
  • Issuing certificates, evidence of insurance, auto ID cards, and binders.
  • Checking and mailing out policies, creating proposals, and tracking cancellations and audits.
  • Managing bonds and other related tasks.

• Renewal Management:

  • Optimizing small business renewals by managing the renewal process and maintaining strong client relationships.

• Remarketing:

  • Identifying and executing remarketing opportunities for clients.

• Quoting Account Rounds:

  • Providing quotes for existing commercial lines business.

• Staying Updated:

  • Keeping up-to-date with carrier updates and underwriting information to ensure compliance and accuracy.

Qualifications/Requirements

To be successful in this role, candidates should meet the following qualifications:

• 3-5 years of experience in commercial lines insurance (preferred).
• Proficiency in EPIC software is a plus but not required.
• Strong organizational and time-management skills.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to work independently and collaboratively in a hybrid work environment.
• Detail-oriented with a commitment to delivering high-quality service.

#LI-RP1

#INDTJG-MWT

Personal Lines Customer Service Representative

Job Summary

Seeking a dedicated and experienced Personal Lines Customer Service Representative to join a remote team of professionals. The company specializes in personal lines insurance, with some commercial accounts. This role involves providing exceptional customer service, answering client inquiries, and supporting the clients with their insurance needs. If you have a background in an independent agency and are ready to contribute to a dynamic and collaborative team, we encourage you to apply.

Compensation Package

• Salary: $50,000 - $55,000 annually, based on experience and qualifications.

Responsibilities

• Provide outstanding customer service by addressing client inquiries and resolving issues promptly.
• Handle basic customer service representative tasks, including answering phone calls and assisting clients with their insurance needs.
• Support personal lines accounts, ensuring accuracy and efficiency in all client interactions.
• Collaborate with the team to maintain a high standard of service and contribute to the overall success of the company.

Qualifications/Requirements

• Licenses/Designations: Active 2044 or 220 license is required.
• Experience: Minimum of 3 years of experience in an independent insurance agency.
• Technical Skills: Proficiency in QQ Catalyst software is required.
• Soft Skills: Strong communication skills, attention to detail, problem-solving abilities, adaptability, and a customer-focused mindset.
• Work Environment: This is a fully remote position; candidates must have a reliable internet connection and a suitable home office setup.

#LI-KR1

Account Assistant

Job Summary

Seeking a detail-oriented and responsible Account Assistant to join a growing team. This role is pivotal in supporting the day-to-day operations of a insurance agency, particularly in servicing healthcare accounts such as home health, hospice, assisted living facilities, and nursing homes. The ideal candidate will have a strong background in insurance operations, excellent time management skills, and a desire to grow within the industry.

Compensation Package

• Salary: $70,000 - $85,000 per year, based on experience.
• Benefits: Comprehensive benefits package available.

Responsibilities

• Provide administrative and operational support to leadership, including preparing documentation for renewals, proposals, and market submissions.
• Order loss runs, create ACORD forms, and initiate certificates of insurance.
• Follow up on binders, invoices, and other documentation to ensure timely processing.
• Assist in the transition and implementation of the EPIC software system, taking a leadership role in its rollout.
• Maintain a high level of accuracy and attention to detail in all tasks.
• Collaborate with team members to ensure smooth and efficient workflows.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: 2-3 years of relevant experience, including familiarity with certificates and endorsements.
• Technical Skills: Proficiency in EPIC software is a must; experience with Zywave is a plus.
• Soft Skills:
  • Strong organizational and time management abilities.
  • Detail-oriented with a commitment to accuracy.
  • Tech-savvy and adaptable to new systems.
  • Excellent communication and interpersonal skills.
  • A proactive and growth-oriented mindset.

#LI-AP1

Commercial Lines Marketing Specialist

Job Summary

Seeking a highly motivated and experienced Commercial Lines Marketing Specialist to join a growing commercial lines division. This role is pivotal in supporting the marketing efforts for small to middle-market commercial accounts across various industries. The ideal candidate will have a strong background in commercial insurance marketing, carrier negotiations, and underwriting communication.

Compensation Package

• Salary Range: $75,000 - $85,000 annually
• Benefits Include:
  • Medical, dental, and vision insurance
  • Paid Time Off (PTO) and holidays

Responsibilities

• Market new and renewal business to carriers
• Prepare and submit carrier submissions
• Obtain and analyze quotations from carriers
• Build and maintain strong relationships with carriers
• Negotiate pricing and coverage terms with carriers
• Gather and organize underwriting information
• Assist with renewal strategies and remarketing efforts
• Collaborate with producers and account managers to meet client needs
• Manage marketing activities using Applied Epic software
• Occasionally attend carrier or industry events

Qualifications/Requirements

• Licenses/Designations: Active Texas P&C License preferred
• Experience: Minimum of 3+ years in commercial insurance marketing, including carrier negotiations, submissions, and remarketing
• Technical Skills: Proficiency in Applied Epic, Microsoft Office Suite, and carrier portals
• Soft Skills:
  • Strong communication and organizational skills
  • Exceptional attention to detail
  • Ability to build and maintain professional relationships
  • Sense of urgency and ability to meet deadlines

#LI-AK2

Assistant Account Manager

Job Summary

Seeking a detail-oriented and customer-focused Assistant Account Manager to join a Commercial Department. This full-time, salaried position plays a critical role in supporting Account Managers with servicing medium and large commercial client accounts. The Assistant Account Manager will assist with client onboarding, policy renewals, and various administrative tasks to ensure the delivery of best-in-class service.

Compensation Package

• Salary: $50,000 - $70,000 annually
• Benefits Include:
  • Paid Time Off (PTO)
  • Profit Sharing Plan
  • Flexible Work and Hybrid Schedules

Responsibilities

• Assist Account Managers with client account servicing, including:
  • Requesting and compiling pre-renewal client data
  • Drafting proposals and summaries of insurance
  • Processing invoices and assisting with billing reconciliations
  • Reviewing policies for accuracy and processing changes as needed
  • Handling mid-term policy change requests and audit processing
  • Issuing proofs of insurance and maintaining client account details in the agency management system
• Support client policy renewals and remarketing efforts
• Onboard new clients and ensure a seamless transition
• Follow up on outstanding items such as policy changes, cancellations, reinstatements, and overdue payments
• Maintain accurate documentation and adhere to agency processes and standards
• Provide in-house customer service to producers and other departments
• Address client coverage questions and inquiries professionally
• Attend and participate in department and company meetings

Qualifications/Requirements

Required:

• Strong customer service mindset and skills
• Excellent written, verbal, and interpersonal communication abilities
• Ability to work effectively in time-sensitive environments with a sense of urgency
• Strong organizational skills and attention to detail
• Ability to work both independently and collaboratively as part of a team
• Flexibility and ability to multi-task in a fast-paced setting
• Proficiency in Microsoft Office

#LI-CS1

Commercial Lines Assistant Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Assistant Account Manager to join a dynamic team. In this role, you will support two Account Managers in managing a diverse portfolio of commercial lines accounts, including bonds administration. This position requires a motivated individual who thrives in a collaborative environment and is committed to delivering exceptional service to clients.

Compensation Package

• Salary: Competitive and commensurate with experience.
• Benefits:
  • 75% coverage on medical, disability, and dental insurance.
  • Simple IRA with up to 3% match.
  • One day per week work-from-home option after the training period.

Responsibilities

• Provide administrative support to two Account Managers.
• Handle Certificates of Insurance (COIs) and other administrative tasks.
• Maintain and manage a book of business with accounts of varying sizes.
• Collaborate with the team to ensure seamless service delivery.
• Occasionally communicate with clients via email.
• Assist with quoting new and renewal business as needed.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
  • 3-5 years of experience in commercial lines insurance.
  • Experience working with accounts of all sizes and a generalist approach.
  • Familiarity with bonds administration is a plus.
• Software Skills: Proficiency in EPIC software is required.
• Soft Skills:
  • Strong teamwork and collaboration abilities.
  • Excellent organizational and time-management skills.
  • Attention to detail and accuracy in administrative tasks.
  • Effective written communication skills for client interactions.
  • Self-motivated and proactive in completing tasks.

#LI-DR1

Customer Service Representative

Job Summary

Seeking a dedicated and detail-oriented Customer Service Representative (CSR) to join a team. This role is essential in supporting the operations of a $1.5M book of business, primarily focused on construction accounts. Reporting directly to the Director of Operations/Account Manager, the CSR will handle a variety of tasks, including certificates, invoices, and data entry.

Compensation Package

• Salary Range: $50,000 - $60,000 annually
• Benefits: Comprehensive benefits package available

Responsibilities

• Process certificates, invoices, and data entry with accuracy and efficiency.
• Support the Account Manager in quoting new business and renewals.
• Collaborate with team members to ensure seamless operations and client satisfaction.
• Utilize AMS360 software to manage accounts and maintain accurate records.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license preferred.
• Experience: At least 1 year of relevant experience in a similar role.
• Technical Skills: Proficiency in AMS360 software is preferred.
• Soft Skills:
  • Strong interpersonal and communication skills.
  • Outgoing personality with a willingness to learn and grow.
  • Patience and the ability to handle multiple tasks effectively.
  • A proactive approach to problem-solving and promoting company services.

#LI-EL2