Benefits Account Manager

Full time | Portland, OR | Hybrid

Account Manager must be able to interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency. Account Manager works in a team environment that includes a close working relationship with one or more Sales Executive.

What You Will Do:

Provides technical support and service to agency’s Benefits client base for group or individual coverage.
Works in conjunction with Sales Executive or independently to market new and renewal benefit insurance including gathering census information to obtain quote from carriers.
Verifies quotes and insurance policies or changes for accuracy
Prepares enrollment materials, rate sheets and proposals for presentation to clients.
Ensures that documentation and information in agency database is precise and detailed according to agency procedure and insurance protocols.
Adhere to agency customer service standards and office procedures in all areas of agency operations.

What You Will Bring:

Positive team oriented atitude.
Creative problem solving skills.
Exceptional verbal and written communication skills
Acute ability to understand and retain details, especially pertaining to insurance coverage.

Account Manager/Commercial

Full time | Portland, OR | Hybrid

Seeking an experienced solution-focused, multi tasking individual who enjoys working as part of a team. Excellent professional communication skills and a P&C Insurance License is required.

What You Will Do:

Work with producers to market new accounts.
Remarket renewals.
Collaborate efficiently with other Account Managers.
Maintain a positive working relationship with customers, Company representatives and underwriters.

What You Will Bring:

Positive team oriented atitude.
Creative problem solving skills.
Exceptional verbal and written communication skills
Ability to multi task in a fast paced environment.

Commercial Lines Assistant

Full time | Portland, OR | Hybrid

This position is the next step in the progression towards becoming a Commercial Lines Account Manager, requiring a desire to learn and grow within the insurance business.

What You Will Do:

Review policies, renewals and audits for accuracy and consistency.
Ensure agency documentation in the data base is precise and according to agency protocols.
Prepare relevant documentation to send to customers as directed by the Account Manager.
Assist in billing, financing and collection of insurance premiums.
Adhere to agency customer service standards and office procedures in all areas of agency operations.

What You Will Bring:

Positive team oriented atitude.
Creative problem solving skills.
Exceptional verbal and written communication skills
Acute ability to understand and retain details, especially pertaining to insurance coverage.

Sales Producer/Benefits

Full time | Portland, OR | Hybrid

Looking for a self motivated, driven, detail oriented producer to develop and grow the agency book of health/benefits business. Must be licensed and have a background in the insurance industry.

What You Will Do:

Identify and develop personal sales goals
Evaluate needs and present options specific to prospective client’s business benefits packages.
Successfully add customers to agency portfolio
Develop and maintain positive relations with customers.
Work as part of professional team to meet and exceed personal and agency goals.

What You Will Bring:

Positive team oriented atitude.
Creative problem solving skills.
Exceptional verbal and written communication
Motivation to exceed professional sales goals.

Sales Producer / Property Casualty

Full-time | Portland,OR | Hybrid

This ambitious position is responsible for prospecting, soliciting, quoting and selling new insurance policies, plus providing counsel and marketing to existing clients.

What You’ll Do

Identify and develop personal sales goals.
Evaluate Insurance needs specific to prospective clients business operations.
Build and maintain positive relations with customers.
Works as part of a professional team to meet personal and agency goals.

What You’ll Bring

Positive team oriented attitude
Problem solving skills
Exceptional verbal and written communication.
Motivation to exceed professional sales goals.