Insurance - Bilingual Commercial Lines Account Manager

Consider joining a firm with a strong foundation. We offer competitive compensation along with excellent benefits!! We are a small, family-owned insurance brokerage located in the heart of Newberg. We are in the people business first, the insurance business second. Our mission is to serve every client with care, integrity, and excellence while educating them to make confident, informed insurance decisions.

We are seeking a Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Account Manager will manage client communications, nurture key relationships, keep track of all necessary documentation, help clients understand their coverage, and ensure all relevant data is properly tracked in our secured systems.

Salary Range: $65,000.00 - $75,000.00 per year

Annual Base Salary Based on Experience

• 3-5 years of insurance industry experience related to servicing commercial accounts
• Property and Casualty license
• Bilingual with strong communication skills, both oral and written
• Agency Management software experience
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)

• Market new business and account renewals obtaining competitive coverage/cost ratios for the clients.
• Submission of renewal business to various markets and maintaining a productive relationship with multiple insurance company underwriters and staff. Working with team members to execute all renewals in a timely manner. Generation of accurate renewal submission proposals.
• Manage day to day account transactions including additions/deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with client interaction.
• Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes. Consult with clients to help process quotes and issue renewals or any updates needed to current policies.
• Effectively manage preparation and production of all elements of presentations for client meetings and properly representing the company. Address client questions and identify next steps as appropriate.