Personal Lines Account Manager

Personal Lines Account Manager - Our client prides themselves on protecting the assets and organization of the people they insure, representing the most reputable insurance companies in the country. Their office is in Lake Oswego and they offer a hybrid work schedule once fully trained. For consideration, please email your resume to jodi.ayers@activatestaffing.com.

Job Description

Personal Lines Account Manager - This is a Direct Hire opening for an Insurance Agency in Lake Oswego, OR.  Primary job functions will be performed in the office at least 3 days per week.

The successful candidate will:

  • Facilitate positive and effective relationships.
  • Be an assertive self-starter with the ability to influence others.
  • Positively partner with insurance carriers.
  • Thrive in an office with a family atmosphere.

Responsibilities:

  • Day to day servicing of current accounts
  • Respond to multiple phone calls, voice mails, emails, etc.
  • Requote, shop around, and rewrite policies, providing illustrated comparisons as needed.
  • Meet with customers who stop in without an appointment.
  • Receive and review terminations of coverage and cancellations to determine action to be taken.
  • Determine acceptability and placement of coverages, complete applications and/or endorsements, and collect premium when applicable.
  • Document all material conversations with insureds and/or carriers regarding exposures and coverages.

Requirements:

  • Active OR P&C License
  • Should have demonstrated effective presentation skills through both verbal and written communications.
  • Ability to work in a fast-paced environment and capable of multi-tasking.

OTHER REQUIREMENTS

  • OR P&C License
  • 3-5 years of experience with an independent agency in a Personal Lines CSR or Account Manager role.
  • Can understand and analyze lines of insurance coverages, forms, and policies.
  • Ability to use personal computer, calculator, agency management system, and proficiency in various software programs, including but not limited to Microsoft Word and Excel.

Salary Range & Benefits:

  • $60K - $70K per year plus ability to earn bonuses.
  • Health, Dental, Life, 401(k) with employer match.

About Activate Staffing LLC

The Resource for Insurance Professionals
Activate Staffing is a premier staffing firm specializing in the Insurance Industry. Our staff is comprised of the best Insurance and Staffing professionals in the industry to fill the staffing needs of Insurance Companies, TPAs, Self-Insured Entities, and Retail and Wholesale Agencies and Brokerages. We have the breadth of knowledge and the skills needed to successfully match top-notch talent with highly rated companies. Give us a call, and Expect the Best!

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Job Summary

  • Job ID

    1952829

  • Category

    Agency/Brokerage

  • Location

    Lake Oswego, OR

  • Order Type

    Direct Hire

  • Contact Phone

    (720) 633-9726

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