Personal Lines Account Manager at 3P NV

Portland, Oregon, United States -

Full Time

Start Date

Immediate

Expiry Date

30 May, 26

Salary

40.0

Posted On

01 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Property & Casualty License, Client Retention, Customer Service, Policy Ordering, Binder Issuance, Renewal Submissions, Marketing, Relationship Building, Multi-tasking, Communication, Applied Systems Epic, Organizational Skills, Attention To Detail

Industry

Description

Personal Lines Account Manager Department: Insurance & Financial Services Employment Type: Full Time Location: Oregon Compensation: $30.00 - $40.00 / hour Description About Us: We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses. The Personal Lines Account Manager provides complete support for our Personal Lines Department with expertise in Property & Casualty Insurance and does their part to ensure high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities. Role Expectations and Description: The Account Manager is a key component of our team. A clients’ experience from a service perspective can make or break the sustainability of our business. As an AM, you can directly affect and control our clients’ experience. Key Responsibilities Work with Agency Principal, Producers, and Team Members Order policies and issue documentation, certificates, and binders as needed Prepare account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients Provide exceptional customer service to our clients by developing and maintaining strong long-term client relationships Bind coverage for new clients Skills, Knowledge and Expertise P&C License required Experience working for an independent insurance agency Experience servicing/quoting/marketing personal lines insurance with multiple carriers, and wholesalers Minimum of 2 years of experience as a Personal Lines Account Manager Must be able to multi-task and handle a heavy workload with minimal supervision Effective communicator (verbal and written) Working knowledge of Applied Systems Epic management system Insurance designation (Preferred) Desired Skills: Experience with Microsoft Office and proficiency in Word and Excel Excellent organizational skills with attention to detail Benefits Group Health Policy (100% of employee-only cost covered by employer) Group Life & Disability Policy (100% covered by employer) Profit Sharing Plan (100% contribution by employer) upon vesting *Paid vacation days accrued based on tenure

Responsibilities

The Account Manager will support the Personal Lines Department, focusing on Property & Casualty Insurance expertise to ensure high client retention for the agency. Key duties include ordering policies, issuing documentation, preparing renewal submissions for marketing, and providing exceptional customer service to maintain long-term client relationships.