Commercial Lines Account Manager

J D FULWILER & CO INSURA NCE•Portland, OR

About The Position

Are you an experienced commercial insurance professional with a passion for delivering exceptional client service? Join our dynamic team as a Commercial Insurance Account Manager, where you’ll play a pivotal role in managing a portfolio of commercial accounts. Partnering closely with a producer, you’ll ensure clients receive top-notch solutions tailored to their insurance needs. We’re looking for a skilled professional with independent agency knowledge, a strong background in commercial insurance, exceptional problem-solving skills, and a knack for building lasting client relationships. This is more than just a job—it's an opportunity to thrive in a supportive, collaborative environment where your expertise will truly make an impact. 8+ years of Commercial Experience with a general agency and multiple carriers. Compensation will be based on job knowledge, licensure, and years of relevant experience in the insurance industry. What We Offer: Growth potential A team-oriented culture that values your input and expertise. Access to top-tier resources and industry tools to help you succeed. Opportunities for professional development and advancement. Take the next step in your career with us and experience the difference of working in a company that values its people as much as its clients!

Requirements

Minimum of 8 years of experience at a general agency in commercial insurance account management.
Property & Casualty Insurance License Required.
Experience with Commercial Lines coverages.
Strong computer and technical skills, including agency management software experience.
Knowledge of Applied Epic, Microsoft Outlook, Excel, Word, and related software.
Excellent written and verbal communication skills.

Nice To Haves

Independent Agency experience preferred.
Applied/EPIC preferred.

Responsibilities

Support and service a wide range of commercial lines accounts.
Support agency producers with customer service-related tasks.
Liaison between clients, producers, and insurance company representatives.
Assist with marketing renewals and account rounding for current clients to maintain client retention.
Responding to inquiries, problem-solving, and following up to ensure client satisfaction.
Obtaining and ensuring current and accurate information and documenting it per agency standards.
Recommending coverages, completing and submitting applications and related documentation to appropriate markets.
Marketing, quoting, and rating of new client business.