Senior Account Manager, Commercial Lines

Full-time - Mid Level

Hybrid - Portland, OR

About the position

As our Senior Account Manager on the Business Insurance team, you'll collaborate with our sales team, clients, and insurance carrier underwriters in order to successfully grow and retain clients. You will act a client consultant, providing clients with recommendations and advisory services to help them achieve their long-term goals. Our Senior Account Managers are accountable for providing excellent client service. We are looking for someone who is energized by working with clients and is comfortable educating clients on the various lines of coverage available to them.

Responsibilities

• Develop and maintain working relationships with clients on an internal and external basis (pre-renewal/renewal/service schedule)
• Coordinate the service needs of clients, including questions, endorsements
• Account round existing clients for coverages not presently issued
• Maintain product knowledge and service standards for all product service lines
• Conduct in-person meetings with clients and carriers
• Maintain client information in Sagitta system for data integrity
• Provide pre-renewal packet and provide service schedule
• Assist in training and development of the team

Requirements

• 7+ years Commercial Insurance experience, brokerage experience preferred
• Thorough understanding of the insurance industry including forms and coverages
• Excellent interpersonal and written communication skills
• Ability to prioritize competing deliverables and pivot based on urgency
• Microsoft Office proficiency (Word, PowerPoint, Outlook, Excel) required
• P&C Producers License

Nice-to-haves

• Strong knowledge working with clients in the construction, health care, pharma, and/or nonprofit industries experience is highly valued
• Familiarity with Sagitta

Benefits

• Generous time off programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development
• Comprehensive medical, dental and vision plans
• 401K and company match program
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities