Insurance Account Manager

TEC Equipment • Portland, OR

2d • Hybrid

About The Position

TEC Equipment is seeking talented, motivated Insurance Account Manager for our growing insurance business. Our agency specializes in transportation insurance for the trucking industry, a growing segment with virtually unlimited upside. We look to double our book of business in a few short years, and we hope you can share in our success! Insurance is a mandatory and critical component of every motor carrier’s business. Their largest fixed cost after the truck itself, insurance costs have been rising significantly in recent years. TEC Equipment’s insurance agency is appointed with over two dozen insurers so we can match almost any customer with the right coverages at the right price. The Insurance Account Manager position is an hourly position with regular Monday through Friday office hours, a hybrid of remote and in-office. We are seeking individuals with strong attention to detail, problem solving ability, and accountability to customers and deadlines. We also have a practice of promoting top talent from within – this is a great opportunity if you desire to become an Insurance Producer. Outstanding customer service skills are a must!

Requirements

• Property and Casualty insurance license
• 1 -5 years of insurance CSR or account management experience
• 1-3 years of commercial trucking insurance CSR or account management experience with an emphasis on Applied EPIC management software
• Knowledge of insurance industry practices and terminology
• Excellent attention to detail and organizational skills
• Strong customer service and written and oral communication skills

Nice To Haves

• Second language ability a plus - especially Russian, Spanish, Chinese, Punjabi

Responsibilities

• Generate Certificates of Insurance for banks and other stakeholders
• Generate Auto ID cards for Insureds and other stakeholders
• Take initial Claim information to forward to Insurance Companies
• Work with customers to specify policy modifications (Endorsements)
• Collect premiums, process payments
• General customer service and account troubleshooting
• Complete new business and renewal packages, completing all paperwork as required by company policy, financial institutions and/or state regulation
• File and submit paperwork to appropriate entities and authorities

Benefits

• Choice of two comprehensive medical plan options that include prescription drug coverage
• Choice of two dental plans that cover preventative and diagnostic care, basic and major services, and orthodontia for children
• Vision care, discounted hearing exams, and hearing aids
• 401(k) retirement savings plan with company contribution
• Life, accident, and disability insurance
• Employee Assistance Program (EAP)
• Education assistance
• Seven paid holidays, vacation accrual of at least 48 hours per year, and paid sick

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees