What are the responsibilities and job description for the Commercial Lines Account Manager position at WHEATLAND INSURANCE CENTER INC?
Company Description Wheatland Insurance Center, Inc. is an employee-owned insurance agency that has been serving communities across Eastern Oregon since 1983. The agency operates twelve offices in Pendleton, Athena, Ione, Heppner, Hermiston, Enterprise, Elgin, La Grande, Baker City, Condon, and The Dalles, As an employee-owned organization, team members have a direct stake in the success and reputation of the agency. Wheatland Insurance Center is committed to providing personalized, local service and comprehensive insurance solutions to individuals and businesses. The agency values long-term relationships, professional integrity, and community involvement.
Role Description The Commercial Lines Account Manager is a full-time, on-site role based in The Dalles, OR. This role is responsible for managing a portfolio of commercial insurance accounts, including policy servicing, renewals, endorsements, and coverage reviews. Day-to-day activities include responding to client inquiries, processing changes, preparing proposals, and coordinating with insurance carriers to ensure accurate and timely policy placement. The Account Manager will assist clients in understanding their commercial coverages, identifying exposures, and recommending appropriate solutions. This position also involves maintaining detailed documentation, supporting producers with new business opportunities, and delivering consistent, professional customer service.
Qualifications
- Candidates should possess strong skills in Commercial Lines Coverage, with the ability to analyze and explain business insurance needs and policy terms.
- Candidates should possess Account Management skills, including maintaining client relationships, handling renewals, and organizing multiple accounts efficiently.
- Candidates should possess Customer Service skills, with a focus on clear communication, problem resolution, and maintaining a high level of client satisfaction.
- Candidates should possess knowledge of Insurance and, ideally, experience with Employee Benefits to support a comprehensive approach to client solutions.
- Property and Casualty insurance license (or ability to obtain within a defined timeframe).
- Prior experience in commercial insurance or a related field is preferred.
- Proficiency with insurance management systems and standard office software.
- Strong attention to detail, organizational skills, and the ability to work both independently and collaboratively in an office environment.