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Lake Oswego

    Insurance Service Account Manager- Commercial- Salary determined by experience - Lake Oswego, United States - Oak Tree Insurance

    Oak Tree Insurance
    Oak Tree Insurance Lake Oswego, United States

    4 weeks ago

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    Description

    Job Description

    Join our Team

    With over three decades of experience, Oak Tree Insurance is a top-notch insurance brokerage firm based in Oregon, serving clients across the Pacific Northwest and nearby states. We pride ourselves on delivering exceptional service and rely heavily on client referrals.

    Our Work Environment- At Oak Tree Insurance, we foster a collaborative culture focused on quality rather than meeting quotas. Our office is conveniently located near various amenities such as shops, restaurants, and parks. We offer state-of-the-art technology, ergonomic desk setups, and a well-equipped employee kitchen.

    Career Development- We are committed to nurturing our employees' professional growth. Upon joining us, you will have access to carrier training, CIC certification courses, and ongoing educational opportunities.

    Explore more about us on our official website


    Benefits

    - Paid Time Off (PTO)

    - Health, Dental, Vision, and Life Insurance

    - Parental Leave

    - Hands-on Training

    - Monday to Friday Schedule

    - Career Advancement Prospects

    - Retirement Benefits

    - Early Closure on Fridays at 3pm


    Responsibilities
    • Assisting producers in an account manager capacity
    • Preparing certificates and processing endorsements
    • Managing renewals, proposals, and liaising with underwriters
    • Effectively communicating coverage details to clients

    Requirements
    • Active property and casualty license
    • Prior experience in an independent insurance agency
    • Minimum 5 years of commercial insurance account management experience
    • Proficiency in AMS360 is a plus
    • Strong attention to detail and organizational skills
    • Outstanding written and verbal communication abilities
    • Comfortable with phone communication

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