Commercial Insurance Account Manager

The Jonus Group • Happy Valley, OR

9h • $65,000 - $75,000 • Hybrid

About The Position

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a team. This role is pivotal in ensuring seamless account management and delivering exceptional customer service to the clients. The ideal candidate will have a strong background in commercial lines insurance, excellent organizational skills, and a passion for providing top-tier client support. This is a full-time position with the opportunity to work in a collaborative and supportive environment.

Requirements

• Minimum of 2+ years of experience in commercial lines insurance account management (preferred).
• Active Oregon Property & Casualty (P&C) insurance license required.
• Proficiency with agency management systems, particularly AMS360 .
• Strong organizational skills and attention to detail.
• Excellent customer service and communication skills.
• Ability to work independently and collaboratively within a team.

Responsibilities

• Process new business packets, financing agreements, and policy documents.
• Coordinate with carriers to obtain and review renewal quotes.
• Collaborate with producers to finalize renewals and send quotes to insureds.
• Ensure accurate issuance of certificates, endorsements, and policy updates.
• Manage carrier and state filings (e.g., CCB, DOLI).
• Process policy endorsements, issue ID cards, and handle invoices.
• Investigate and resolve policy/endorsement errors or discrepancies.
• Maintain accurate client records in the agency management system (AMS).
• Assist insureds with filing claims and track claim progress.
• Process direct-bill and agency-bill audits, ensuring accurate invoicing.
• Provide exceptional customer service to insureds and carriers.
• Respond to billing inquiries and carrier questions.
• Attend carrier meetings and stay updated on carrier appetites.

Benefits

• Competitive benefits package
• paid time off
• professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed