Commercial Lines Account Manager

Insure Pacific; Oregon (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health

Vision

Paid Vacations

Paid Holidays

Paid Sick Time

401(k) – eligible after 1 year of em­p

Short-Term Disability – eligible after

Hawksoft experience not a perk

Job summary

Insure Pacific is seeking a full-time Commercial Lines Account Manager to support commercial lines across all offices, including Prineville Insurance and Gerald Ross Agency. The ideal candidate is organized, dependable, and can manage accounts independently while delivering exceptional service.

The role requires a minimum of 4 years of Commercial Lines experience with an independent agency, Property & Casualty license, and proficiency with Hawksoft.

Qualifications

• Minimum 4 years of Commercial Lines experience as an Account Manager with an independent insurance agency.
• License: Property & Casualty (ANY State)
• Proficient with Hawksoft and client-facing service.
• Strong organizational and client-relations skills.

Responsibilities

• Manage client accounts from initial contact through policy binding and ongoing service.
• Process policy changes, certificates, renewals, cancellations, and endorsements accurately.
• Build and maintain long-term client relationships and cross-sell when appropriate.
• Review client needs and tailor insurance solutions.
• Prepare applications and gather underwriting information for carriers.
• Meet agency service standards, production goals and retention objectives.
• Keep documentation and records updated in the agency management system.

Skills

Relationship-driven

Spanish

Education

Associate Degree

Tools

Hawksoft

Job description

Celebrating over 90 years in business, Insure Pacific is deeply committed to personalized service and community trust. You’ll enjoy the best of both worlds – helping business owners find the right insurance solutions while building long-term relationships through exceptional service. This position offers variety, meaningful client interactions, a supportive team environment, and the opportunity to grow your insurance knowledge.

What We Are Seeking

For this newly created role, Insure Pacific is seeking a full-time, relationship-driven Commercial Lines Account Manager supporting commercial lines across all offices including Prineville Insurance and Gerald Ross Agency. The ideal candidate is organized, dependable, and confident managing accounts independently while providing exceptional customer service. We are looking for someone who values accuracy, collaboration, and takes pride in building strong lasting relationships with clients, carrier partners, and internal team members.

Job Responsibilities

• Manage client accounts from initial contact through policy binding and ongoing service.
• Process policy changes, certificates, renewals, cancellations, and endorsements accurately and promptly.
• Build and maintain strong, long-term relationships.
• Review client needs and recommend appropriate insurance solutions.
• Prepare applications, gather underwriting information, and market accounts to carriers.
• Meet agency service standards, production goals, and retention objectives.
• Keep organized, prioritize workload and consistently meet deadlines.
• Maintain accurate documentation and account records in the agency management system (Hawksoft).
• License: Property & Casualty (ANY State)
• Minimum of 4 years of Commercial Lines experience as an Account Manager with an independent insurance agency

Preferred Skills

• Associate Degree
• License: Property & Casualty (OR)
• Management System: Hawksoft
• Computer Skills: Google Docs
• Additional Language Skills: Spanish
• Health
• Vision
• Paid Vacations
• Paid Holidays
• Paid Sick Time
• 401(k) – eligible after 1 year of employment
• Short-Term Disability – eligible after 1 year of employment