Jobs
>
Portland

    Commercial Account Manager - Portland, United States - Heffernan Network Insurance Brokers

    Heffernan Network Insurance Brokers
    Heffernan Network Insurance Brokers Portland, United States

    3 weeks ago

    Default job background
    Description

    Objective:


    The primary function of this position is to provide exceptional service to existing clients, fulfilling new business opportunities for current clients (rounding out accounts) as well as new prospective clients as opportunity arise.

    The Commercial Account Manager will be the day-to-day liaison between the insurance company, agency, and its insureds.

    Daily servicing of clients will include addressing various coverage issues and handling all the inside service work associated with the clients' account.

    Responsibilities include, but not limited to:

    Build and maintain relationships with clients and team.
    Provide consistent, accurate, and timely communication through verbal and electronic correspondence.
    Process daily incoming email and phone requests, responding promptly and appropriately.

    Development of new business and renewal strategies – including preparing specifications and submission material for marketing, securing underwriting information and analyzing existing coverage as well as making recommendations to clients.

    Awareness and in-depth knowledge of current marketplace for account placement including, coverage enhancements, price negotiation, forms, policy terms, etc.

    Assist clients in making appropriate coverage changes; inform and educate clients about coverage's, exclusions, exposures, and audits and document electronic file accordingly.

    Order and issue binders, evidences of insurances, policies, endorsements, certificates and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.

    Performs review and audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
    Handle cancellations with care, and acts to save accounts (if applicable).
    Renew and re-market accounts as needed in conjunction with agency standards.
    Maintain client files in agency management system and use AMS for processing all transactions.
    Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures. Must update the AMS accordingly using the provided guidelines.
    Provide technical support to Affiliates and insureds (coverage-wise, with proposal, suspense, items etc.) to help clients.
    Determines if agency or direct billing and invoices accordingly. If an agency bill account requires financing, work up finance agreement.
    Other duties as assigned.


    Qualifications:
    Minimum of 5 years prior insurance experience.
    Current P&C Brokers License.
    Proficiency in insurance coverages with strong working knowledge of complex issues and markets.
    Proficient computer skills particularly with Outlook, Microsoft Office, Zoom and Agency Management System (EPIC preferred).
    Excellent interpersonal communication skills, verbal and written.
    Well organized multi-tasker. Ability to prioritize and self-manage workload. Detail oriented.
    Enjoys working in a team who strives to be their best, supports each other & aspires to reach goals.


    Working Conditions:
    Work environment indoors, sitting at a desk or standing for extended periods of time.
    Daily use of computers, keyboard, mouse, headset, and other commonly used office equipment.
    This position may require flexibility to work hours outside of a regular schedule.


    Benefits:
    Medical Insurance
    Dental Insurance
    Vision Insurance
    401(k)
    401(k) Matching
    Paid time off


    Job Type:
    Full-time


    Pay:
    $65, $72,000.00 per year

    Experience level:

    5 years


    Schedule:
    Day shift
    Monday to Friday


    Travel requirement:
    No travel


    License/Certification:
    Property & Casualty License (Required)


    Work Location:
    Hybrid - Portland, OR 97239

    #J-18808-Ljbffr
  • Insight Global

    Account Manager

    4 weeks ago

    Insight Global Portland, United States

    Must Have: · Four-year degree · 2+ years of B2B Software, Hardware, or Telematics Sales experience preferred; B2B sales experience is required · Comfortable working in a startup environment · Day to Day: · Insight Global is currently looking for multiple Account Managers to join ...

  • VanderHouwen

    Accounting Manager

    2 weeks ago

    VanderHouwen Portland, United States

    Accounting ManagerOur client seeks an experienced Accounting Manager to join their growing team This is a new role that will oversee the daily accounting within the organization's newest acquisition. With excellent employee benefits and room for growth, this role is best suited f ...

  • Rogue Valley Ads

    Accounting Manager

    2 weeks ago

    Rogue Valley Ads Portland, United States

    Ads Description · General position summary:Mason, Bruce, & Girard, Inc., a natural resource consulting firm headquartered in Portland, OR., is seeking an exceptionally self-motivated full-time Accounting Manager in the Portland, OR area to manage and support our accounting depar ...

  • Portland TX

    Accounting Manager

    2 weeks ago

    Portland TX Portland, United States

    Job Opportunities Use the Government Jobs tab to search through your municipality's employment opportunities. Subscribe to job posting notifications to be automatically alerted of the latest career opportunities by clicking on the Notify Me button.The Accounting Manager manages t ...

  • azad technology partners

    Account Manager

    2 weeks ago

    azad technology partners Portland, United States

    AZAD Technology Partners is looking for an Account Manager to join their collaborative team. The ideal candidate is a great communicator, with excellent written and verbal communication skills. Clear communication is key as theywill be working with and building relationships wit ...

  • Essity

    Account Manager

    6 days ago

    Essity Portland, United States Full time

    Account Manager (Northwest) · Who We Are · Essity is a global leader in health and hygiene with our corporate headquarters in Stockholm, Sweden, and North American headquarters in Philadelphia, PA. We are a multi-billion-dollar company that is committed to breaking barriers to ...

  • Compass Group Poland Sp. z o.o.

    Accounting Manager

    2 weeks ago

    Compass Group Poland Sp. z o.o. Portland, United States

    Levy Sector · Salary:$55,000-$60,000Other Forms of Compensation:Pay Grade: 15Different perspectives make us better. We're committed to creating an equal opportunity and fair treatment environment, where learning and growing together is just part of our every day. An environment ...

  • Church Mutual Insurance Company

    Account Manager

    6 days ago

    Church Mutual Insurance Company Portland, United States Regular Full time

    What you'll be doing · : Service and renew customer accounts for Church Mutual within an assigned territory. Conduct on-site visits to inspect, field underwrite, evaluate exposures, and conduct customer renewal and service presentations. Provide risk management advice as approp ...

  • Spencer Fluid Power, Inc

    Account Manager

    6 days ago

    Spencer Fluid Power, Inc Portland, United States Full time

    · Our company culture is friendly, fun with healthy competition and rewards. At Applied Industrial, we offer integrity, inclusion, and career advancement. Individual contributors and ideas are encouraged and welcomed. · We are hiring an Outside Sales Representative/Account Manag ...

  • Customer

    Accounting Manager

    2 weeks ago

    Customer Portland, United States

    Hi, I'm Eric, Senior Controller at · . I'm looking for an Accounting Manager to join our Business Operations team. The Accounting Manager and the Controller and CFO will work together to manage and maintain the financial record keeping and reporting of the company. This role wil ...

  • Jared Dean - State Farm Agent

    Account Manager

    6 days ago

    Jared Dean - State Farm Agent Portland, United States Full time

    ROLE DESCRIPTION: · As an Account Manager - State Farm Agent Team Member for Jared Dean - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer need ...

  • Luke Ganzar - State Farm Agent

    Account Manager

    1 week ago

    Luke Ganzar - State Farm Agent Portland, United States Full time

    Position Overview · Do you have aspirations to run your own business? If so, you may want to consider working in the office of Luke Ganzar - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. ...

  • MILESTONE PROPERTY MANAGEMENT LLC

    senior accountant/accounting manager

    2 weeks ago

    MILESTONE PROPERTY MANAGEMENT LLC Portland, United States

    Job Description · Job DescriptionMilestone Property Management is looking for a full-time Senior · Accountant/Accounting · Manager with solid experience in overseeing the accurate and efficient operation of property management accounting systems to ensure that the financial ac ...

  • Let's Work LLC

    Accounting Manager

    2 weeks ago

    Let's Work LLC Portland, United States

    Job Description · Job Description · About Us: · Our client is a reputable construction company based in Portland, OR, specializing in commercial projects. We are dedicated to delivering high-quality projects while maintaining financial stability and transparency. As we continue ...

  • PrideStaff

    Accounting Manager

    1 week ago

    PrideStaff Portland, United States

    The Accounting Manager reports directly to the President of the company. In this role you will provide both tactical and strategic guidance on matters of Finance and Accounting. As a Senior Staff Accountant, you will play a crucial role in maintainin Accounting Manager, Accountin ...

  • Creative Financial Staffing

    Accounting Manager

    1 week ago

    Creative Financial Staffing Portland, United States

    Accounting Manager · CFS is working with a local, well-known nonprofit seeking an Accounting Manager to oversee key accounting functions and supervise a team. You will ensure the accuracy of their financial records, collaborate with various departments, and play a key role in th ...

  • White Cap Supply Holdings, LLC

    Account Manager

    1 day ago

    White Cap Supply Holdings, LLC Portland, United States

    A position at White Cap isn't your ordinary job. You'll work in an exciting and diverse environment, meet interesting people, and have a variety of career opportunities. · The White Cap family is committed to Building Trust on Every Job. We do this by being deeply knowledgeable, ...

  • Twist Bioscience

    Sr Manager, Accounting

    2 weeks ago

    Twist Bioscience Portland, United States

    The Sr Manager, Accounting ensures the timely and accurate delivery of accounting transactions (Journal entries, General Ledger, Accounts Receivables, Accounts Payable, Inventory, Revenue Reconciliation, Cash Flows, etc.) and financial statements in compliance with US GAAP polici ...

  • Creative Financial Staffing (CFS)

    Accounting Manager

    8 hours ago

    Creative Financial Staffing (CFS) Portland, United States

    Job Description · Job DescriptionAccounting Manager · CFS is working with a local, well-known nonprofit seeking an Accounting Manager to oversee key accounting functions and supervise a team. You will ensure the accuracy of their financial records, collaborate with various depart ...

  • Sonova USA, Inc.

    Account Manager

    2 days ago

    Sonova USA, Inc. Portland, United States

    Who we are · You enjoy creating and innovating. You never stop striving for better. You take responsibility and you get results. You love being part of a team. Above all, you want your work to matter: Welcome to our world At Sonova we create sense by bringing sound to life. Our ...