Commercial Lines Associate — Path to Account Manager

Socket.dev; Portland (OR); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Hybrid work option

Job summary

Socket.dev is seeking a Commercial Lines Associate Account Manager to support the Commercial Lines team and deliver responsive service to clients. You’ll learn how accounts are serviced from new business through renewal while working alongside experienced Account Managers and Producers.

Responsibilities will expand as you gain insurance knowledge, licensing, judgment, and experience. The role offers growth potential, training, and hybrid work options after eligibility is met.

Qualifications

• One or more years of insurance, customer service, or administrative experience preferred.
• Commercial insurance or independent insurance agency experience is a plus.
• High school diploma or GED required; associate degree or an equivalent combination of education and relevant experience preferred.
• Current Property and Casualty insurance license preferred at hire; ability to obtain the required license within the timeframe established by management is required.
• Strong client service, communication, organization, and relationship-building skills.
• Ability to prioritize assignments, meet deadlines, and support multiple Account Managers in a fast-paced environment.
• Strong attention to detail, accuracy, follow-through, and sound judgment.
• Proficiency with Microsoft Office and the ability to learn agency management systems, carrier websites, and other technology.
• Applied Epic experience is preferred but not required.
• Initiative, accountability, and a commitment to continued learning and professional development.

Responsibilities

• Support Account Managers with renewals, marketing submissions, new business, and ongoing account administration.
• Assist with endorsements, certificates of insurance, audits, cancellations, billing questions, and other service requests.
• Gather client, exposure, loss history, and underwriting information for new and renewal business.
• Process client and carrier requests accurately and maintain complete, current documentation in the agency management system.
• Prepare client communications, proposals, coverage summaries, schedules, and other insurance documents.
• Communicate with clients, carriers, and internal team members regarding the status of requests and outstanding information.
• Monitor assigned tasks, meet established deadlines, and keep Account Managers informed of progress or concerns.
• Develop working knowledge of commercial insurance coverages, policy terminology, carrier requirements, and agency procedures.
• Participate in training, continuing education, and professional development.
• Support department initiatives, process improvements, and special projects as assigned.

Skills

Customer service

Communication

Organization

Relationship-building

Attention to detail

Microsoft Office

Education

High school diploma or GED

Associate degree or equivalent experience

Tools

Agency management systems

Applied Epic

Carrier websites

Job description

Socket.dev is seeking a Commercial Lines Associate Account Manager to support the Commercial Lines team and deliver responsive service to clients. You’ll learn how accounts are serviced from new business through renewal while working alongside experienced Account Managers and Producers.

Responsibilities will expand as you gain insurance knowledge, licensing, judgment, and experience. The role offers growth potential, training, and hybrid work options after eligibility is met.