Assistant Account Manager

CareerPaths NW; Portland (OR); On-site; USD 50,000 - 70,000; Full time

Job summary

A notable player in the insurance sector is seeking an Assistant Account Manager in Portland. This pivotal role involves providing crucial support to customers and internal teams, emphasizing service without sales quotas. With comprehensive benefits and a commitment to employee well-being, it's an excellent opportunity for career growth in the insurance industry.

Benefits

Employer-paid medical benefits

Dental benefits

Vision benefits

401k benefits

Qualifications

• Valid Oregon Property, Casualty, Life AND Health license required.
• Minimum of 3 years experience in the insurance industry.
• Stable work history, with no more than 3 employers in the past 10 years.

Responsibilities

• Supporting customers, Account Managers, and Sales staff on commercial insurance business.
• Completing the Assistant Account Manager portion of the Pre-renewal process.
• Generating Certificates and Evidences of Property.

Skills

Customer Support

Communication

Document Management

Tools

AMS360

Microsoft Office

Job description

Our client is a notable player within the insurance sector, offering a wide range of commercial and personal lines of insurance. They are committed to their employees' well-being and offer employer-paid medical, dental, vision, and 401k benefits.

They are currently seeking an Assistant Account Manager to provide indispensable support to their customer, Account Manager, and Internal Sales staff. This role is pivotal within the organization and is an excellent opportunity for those looking to further their career within the insurance industry.

Responsibilities :

• Supporting customers, Account Managers, and Sales staff on commercial insurance business.
• Completing the Assistant Account Manager (AAM) portion of the Pre-renewal process.
• Generating Certificates and Evidences of Property.
• Processing simple policy changes - As AAM training continues, more complex policy changes will be added.
• Processing moneyed and non-moneyed policy endorsements.
• Undertaking special projects as needed / requested.
• Managing documents – for both carriers and insureds.
• Communicating with insureds via phone and email.

Qualifications :

• Must hold a valid, active Oregon Property, Casualty, Life AND Health license.
• Minimum of 3 years experience in the insurance industry.
• Stable work history, with no more than 3 employers in the past 10 years.
• Experience with both personal and commercial lines of insurance.
• Experience with AMS360 is preferred. Proficiency with Microsoft Office is required.
• This is a service / administrative role; there are NO SALES, NO COLD CALLING, and NO Quotas.

We encourage all individuals who meet the above qualifications and are eager to continue their career in the insurance industry to apply. This is a unique opportunity to join an established organization that values its employees and offers a rewarding work environment.

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Assistant Account Manager • Portland, Oregon, United States