Business Lines Account Manager
Fully Remote Portland, OR, WA
Job Type
Full-time
Description

Do you want to work for a company that is ranked #2 for “Best Places to Work in Washington” in the small business category and has been named a Best Practices Agency by the IIABA for over 10 years? We look forward to your application. 


Position is part of the business lines team supporting existing business lines clients with service and sales needs. Position has daily interaction supporting and servicing a defined book of business, working with clients and carriers. Position has responsibility to effectively upsell and cross sell coverage options and additional lines of business to meet the needs of clients. Work within team environment to ensure clients are well cared for. Position success relies on strong internal and external communication, strong computer skills and knowledge of partner carrier systems.


Our agency focus is to care for our clients through education and consultation.


Our agency culture is one of developing a team of quality individuals who care for, respect and support one another,  while maintaining  a fun and positive environment,  and  providing an excellent work/life balance.


Position is primarily work from home with in-office option available if needed. Preference given to candidates within 60 miles of office but will consider all candidates who are Oregon or Washington residents.


Responsibilities

  • Service and manage existing commercial lines client book of business
  • Perform quality work within deadlines with or without direct supervision
  • Consult with insureds to round accounts and fill risk gaps
  • Use discretion and independent judgment in significant matters
  • Interact professionally with other employees, clients and partners
  • Work effectively as a team contributor on all assignments
  • Ability to effectively work in a remote or office environment
  • Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations
  • Strengthen and enhance agency relationship with our insurance company partners

Benefits

  • Competitive pay to include bonuses and incentives
  • Work in a cohesive, high-functioning, TEAM oriented environment
  • 10 Major holidays off, plus your birthday
  • Medical, Dental and Vision for employee 100% paid starts the 1st of the month after date of hire
  • Unlimited responsible paid time off. Managed and scheduled with team manager to confirm team coverage and client satisfaction
  • Ability to participate in the company 401(k) plan (with match) on the 1st of the month after 60 days from hire.  100% vested immediately
  • Group life and short- and long- term disability benefits start 1st of the month after date of hire
  • Employee Assistance Plan (EAP)
  • Company culture of giving back to the community and encouraging volunteer involvement 
  • Weekends and evenings off – work/life balance
  • Pet-friendly office
  • Continuing Education – pre-approved including CIC/ARM designation
Requirements
  • Washington Property and Casualty insurance license required
  • Prior independent insurance agency experience strongly preferred
  • Prior experience servicing small to mid-sized commercial accounts required
  • Experience servicing trucking accounts strongly preferred
  • Detail -oriented, organized and flexible
  • Able to manage customer base
  • Experience working with insurer’s online rating and inquiry systems
  • Working knowledge of Applied EPIC’s agency management system strongly preferred
  • Strong MS office computer skills
  • Highly motivated, able to work independently, and eager to take on new challenges
  • Strong technical background
  • Excellent teamwork skills
  • Strong work ethic, able to multi-task, complete work accurately, and meet deadlines
  • Able to accept and give constructive feedback to team members
  • Demonstrated ability to follow office standards and procedures
  • Explain our products based on a true understanding of the clients' risk-management needs 
  • Offer proactive solutions to fill gaps in coverage
  • Excellent communication skills
  • Ability to use discretion and exercise independent judgment