CyberCoders Insurance - Personal Lines Account Manager in Portland, Oregon
Insurance - Personal Lines Account Manager Insurance - Personal Lines Account Manager - Skills Required - personal insurance, Account Manager, Prequalifies and analyzes prospects' coverage needs, Current Oregon P & C License, MS Word, Excel and Outlook
If you are a Insurance - Personal Lines Account Manager with 2 years experience and local to the greater Portland OR area, please read on!
We are an independent broker and work with many insurance carriers to provide the best insurance solutions for our customers.
This is an inside customer service position. The Account Manager will service existing customer requests and assist the Producer (Sales Executive) with quoting new business.
What You Will Be Doing
-Prequalifies and analyzes prospects' coverage needs.
-Recommends coverages and prepares rating quotes and proposals to sell new accounts.
-Recommends excess and surplus coverages, as needed to meet client insurance needs. Educates clients as to coverage limitation and documents on the system.
-Completes applications for insurance and has insured sign them. Submits to eligible and appropriate carries, and follows up to ensure timely receipt of policies
-Reviews current client coverages and recommends
changes in coverage and in markets, as needed to ensure high quality coverage.
-Processes renewals and remarkets, as needed.
-Assists clients with making coverage changes and completes all service requests for clients.
-Informs clients of policy changes, exclusions of coverage and insurance coverage needs. Explains coverages and exclusions to clients.
-Handles direct billed payments and billing questions.
-Generates documents and produces correspondence to satisfy client service requests or to provide automated information, as needed by client.
-Prepares summaries of insurance, schedules and proposals, using Agency Management System.
-Assists clients in submitting first reports of claims. Obtains adjustors or visits from agency staff, facilitates prompt response from company staff and follow up
on claims status to keep insureds informed and to work toward settlement of claims.
-Maintains orderly electronic files and information, following agency standards.
-Verifies accuracy and coverage adequacy of policies. Requests changes to correct errors and follows up.
-Processes incoming mail requests and responds promptly and appropriately. Keeps informed regarding industry information, new product information, coverages, and technology to continuously improve knowledge and stay current.
-Interacts with others effectively by utilizing good communications skills, cooperates positively and provides information and guidance, as needed, to
contribute to the business efforts of the agency.
-Perform other miscellaneous duties as assigned by agency management.
What You Need for this Position
Less Than 1 Year of experience and knowledge of:
-At least 1 year experience in a property & casualty insurance servicing role.
-Current Oregon P & C License (or ability to obtain one)
-MS Word, Excel and Outlook Experience
-Ability to conduct internet research
-Ability to speak with customers via phone and in person meeting.
-Occasional travel within the Portland Area for meetings.
So, if you are a Insurance - Personal Lines Account Manager with 2 years experience, please apply today!
Applicants must be authorized to work in the U.S.
CyberCoders, Inc is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.
Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Insurance - Personal Lines Account Manager OR-Portland LE1-1502030