Job Description

TITLE: COMMERCIAL LINES ACCOUNT MANAGER II- Onsite
TERM: CONTRACT/HIRE
LOCATION: Lake Oswego, OR 97035( Portland, OR) Or they can work onsite at their other Location: Vancouver, WA 98660
HOURS: MON-FRI 8:00-5:00 PM
HOURLY: 60K - 104K Bonus + Benefits/Based on Experience

ESSENTIAL JOB FUNCTIONS
The information provided below encompasses the functions and capabilities linked with this position.

The individual in this position is expected to engage in the following work-related activities.

It is required that this position actively supports Office and all employees and customers in a positive manner.
Maintain successful client and underwriter relationships.
Manage the renewal cycle and servicing of larger, more complex client accounts.
Understand the risk management process and counsel clients in its application.
Analyze documents for insurance requirements and risk exposures.
Analyze and understand policy forms.
Issue certificates.
Issue, review and process policy endorsements.
Report, open, manage, and close claims.
Review and check audits.
Review and retrieve policies.
Communicate professionally with others.
Bill all invoices accurately and timely.
Perform various other tasks associated with account management.
Perform such other duties as the officers of Agency assign to you from time to time.
Show an ability to manage accounts with little or no producer oversight.
Demonstrate proficiency with Applied Epic, Microsoft Office, Microsoft Windows, Adobe, and other programs.

To be successful, the individual in this position must be:

Knowledgeable: The individual has at least a bachelor’s degree from an accredited school or a minimum of two years of related experience, or an equivalent combination of education and experience.
Skilled: The individual has the skills they need, and does what is needed, to effectively fulfill the expectations of

their position.

Proactive: The individual uses strong critical thinking skills to see and resolve potential roadblocks, takes initiative and resolves unexpected challenges, and consistently demonstrates a solution oriented approach.
Professional: The individual adapts to change, can be depended on, communicates in a respectful and clear manner, and consistently represents the company in a positive light.
Collaborative: The individual shares relevant information in a timely manner, provides additional support when needed, and remains open to professional feedback.
Productive: The individual uses company time and resources for business-related purposes and operates in a

manner that is efficient and goal oriented.

Learn Quickly: You can learn new processes and procedures quickly and consistently apply learned knowledge.
Adapt: Change is a necessary function of a growing business and you adapt your work and communication style to best-fit new processes, procedures, and business needs.
Be Precise: Your detail-oriented approach allows you to accurately input, and find errors, in large bodies of information.
Maintain Dependability: You come to work prepared, on-time and use work time appropriately.
Work Proactively: Within the boundaries of your position, you do your best to meet business needs without being asked.
Effectively Multi-Task: You can handle multiple requests, questions, and concerns simultaneously and naturally prioritize which item needs to be resolved first.
Develop Customer Loyalty: You are aware of, and go out of your way to help, customers.
Promote Teamwork: You can work with diverse groups of people and forge effective professional relationships with employees and management.
Think Critically: When something doesn’t work, you are able to either fix the problem or find an effective and efficient work-around.
Communicate Effectively: You can write, speak, and understand English.

Job Type: Full-time

Pay: $60,000.00 - $104,000.00 per year

Supplemental Pay: