Commercial Lines Account Manager - Remote

RRC - Ruiz Recruiting & Consulting - Portland, OR

Full-time

Remote - Portland, OR

About the position

The Commercial Lines Account Manager at RRC - Ruiz Recruiting & Consulting plays a crucial role in managing client relationships and ensuring the delivery of high-quality insurance solutions. This remote position involves overseeing various aspects of commercial lines insurance, including policy management, client communication, and compliance with company standards.

Responsibilities

• Notify carriers of any potential losses if a change in carrier is processed, and secure premium financing options if requested.
• Track policy issuance and review for accuracy once received.
• Complete account reporting forms.
• Generate renewal certificates of insurance.
• Manage the midterm policy changes of all accounts and issue certificates of insurance throughout the policy year as needed.
• Management of day-to-day servicing of assigned portion of book of business adhering to company standards.
• Audit requests (request loss runs, prepare letter to auditor, provide a copy to insured).
• Maintain current and accurate policy schedules for each insured for the various coverage lines.
• Prepare, organize, and manage a timely and accurate task or suspense system that is viewable by supervisor(s).

Requirements

• Minimum of 3 years of experience in Commercial Lines.
• Insurance experience required.
• Proficient experience with Property & Casualty (P&C) insurance.
• Valid CA P&C License.