IIABO encourages member employers with job openings and individuals looking for jobs to post classified ads on this page. To post an ad, send an email to Tyra Dressel at tyra@insureoregon.org with the ad either in the body of the email or as an attached Word document. If you want to keep your search confidential, you can post a BLIND AD and IIABO will forward all email requests to you. When you submit one, please make it very clear it is a BLIND AD and give us an email address as well. Ads will be posted for 3 months unless otherwise advised. This service is FREE for members, if you are not a member of the Independent Insurance Agents & Brokers of Oregon (IIABO) there is a one time charge of $250 to post your listing.
Personal Lines New Business Account Manager NEEDED (Posted 3/2/20)
ELLIOTT POWELL BADEN & BAKER is a locally owned Independent Insurance Agency serving the Pacific NW for over 60 years. We are searching for right person to fill a position as: Personal Lines New Business Account Manager
Come join our team. You must be sales oriented and have exceptional computer and multi-tasking skills, professional communication and enjoy working as part of a team. Job duties include direct contact with customers selling or advising on home, auto and personal lines insurance. Internal leads – no cold calls. P&C Insurance License is required. EPB&B is one of the Top Workplaces in Oregon. We have been recognized as a Top Insurance Agency in Portland and a Top Philanthropic company in Oregon. Creating a positive work environment that encourages personal and professional growth for our employees is a high priority. Some of the benefits we provide are:
An ethical and moral approach to business
Team approach to business growth Flexible working schedule Competitive base salary Quarterly growth bonus Bi-Annual performance bonus Cash for referrals CE education and accreditation paid Great Location -- with parking or bus paid Three weeks PTO Medical & Dental, life paid 401K Match If you have all qualifications listed above, please email your resume in PDF format to Charte@epbb.com.
Workers' Compensation Risk Advisor & Property & Casualty Risk Advisor NEEDED - (Posted 1/9/20) Both openings are for the k.p.d. Portland office. Link to our website careers page.Seeking Career Minded Risk Advisors to Join our Team in Portland We are not in this Industry to make business transactions, but to help people and businesses protect what they care about. Our Independence gives us the freedom to deliver the best solutions & support to our clients and our employees. These lasting partnerships have driven us to become one of the Largest Independent Agencies in Oregon. As we continue to grow, we are seeking experienced Risk Advisors in both our Workers' Compensation and Property & Casualty Departments to join Team Kandu in our Portland office. Our Advisors specialize in one line of insurance and have a team of experts that support them in driving new business revenue growth and client retention. Experience / Skills: - 3 + years of insurance sales or carrier marketing experience
- Goal Oriented / Driven
- College Degree and Insurance Licensing preferred
- Consultative and Positive approach with prospects, clients, and associates
- Excellent multi-tasking, problem solving, and negotiating skills
- Excellent oral and written communication skills
- Ability to work independently, while communicating openly with team
Please submit your resume Visit our Facebook or LinkedIn to learn more about k.p.d. insurance and Team Kandu. k.p.d. is an Equal Opportunity Employer
Full-time Benefits Associate Account Manager NEEDED - (Posted 1/8/20) Leonard Adams is a fourth-generation, family owned insurance agency located in the Sylvan area of Portland, Oregon. With over 75 years of proven success, Leonard Adams is a stable pinnacle in the Portland insurance industry.
Job Overview The Benefits Associate's primary role is to support the Health & Life department with online program administration, technical software knowledge, team coordination and provide excellent customer service and coordination with our carriers. The Benefits Associate's secondary role is to build and maintain strong relationships with our clients, fostering a culture of trust in our Health & Life products and service. As the team lead for Technology, you will assist the Agents and Account Managers in maximizing use of benefit, payroll and quoting software used by the division. As team Associate, you will be the primary contact for insurance and technology vendors, maintaining renewal client roster and preparing quotes for specific product lines. If licensed, you will be generating proposals and will review, present or send policies to clients. Responsibilities - Provide excellent customer service to individual and employer clients and encourage timeliness and accuracy of completed paperwork when necessary.
- Team lead for coordination of benefit administration and quoting software used by clients and agents for employer and individual product lines.
- Significant client contact via phone and email, in-person when necessary.
- Provide additional support, as needed, to meet agent's needs.
- Assist with processing renewals and preparing the renewal board 90-120 days in advance.
- Attend monthly Benefits staff meeting for team building and department strategies.
- Update our system as to any changes in coverages and develop a strong habit of documenting all communications in our system.
- Complete applications for insurance carriers and gather appropriate signatures before returning all necessary documents to the necessary recipient.
- Attend meetings with carriers to keep up to date on changes to their underwriting, coverages and/or processes.
- Analyze our online administration website and applications. Take initiative and ownership of the organization and administration of such websites and applications.
- Respond to client and carrier requests using email, phone, electronic fax and mail.
- Ensure all billing, questions or issues with billing are resolved.
- Assist clients in submitting claims when necessary. Facilitate prompt response from carriers to resolve any claim issues.
- At times you will be assisting clients that are not directly assigned to you, such as when your coworker is out of the office or on another line. Become acquainted with accessing our system and our shared drive in ways to assist clients during the absence of their usual account manager.
- Maintain a current working knowledge of industry legislative and compliance issues including, but not limited to: ACA, COBRA, HIPAA, ERISA, FMLA, etc.
- Duties, responsibilities and activities may change, or new ones may be assigned at any time with or without notice.
- Review contracts, amendments and SPDs for accuracy and coverage; identify errors and coordinate corrections with the carrier/vendor.
- Provide claims, eligibility, billing and plan administration advocacy and resolution.
Qualifications What Matters Most - Basic, general knowledge of health insurance coverages; medical, dental, and life insurance.
- Strong skills needed in organization, prioritizing, and self-managing workload.
- Strong written and verbal communication skills.
- Excellent customer service skills.
- Proficient with MS Word, Excel and Outlook.
- Ability to work in a team environment with a positive attitude, and willingness to step in at the last moment to help any teammates, in any position.
- Strong ability to listen, discern and prioritize with clients, agents, co-workers and insurance carrier representatives.
- Keep up-to-date records regarding industry information and new product information.
- Exhibit remarkable technical resourcefulness, such as proficiency with internet research.
- Able to work under pressure and with time constraints in a fast-paced environment with significant telephone and personal interruptions.
Would Be Nice - Experience with management and/or processing of payroll or benefit administration software.
- 2 years' experience in the health insurance industry, knowledgeable about coverages such as; medical, dental, disability, life and Medicare coverage. and alternate funding arrangements (self-insured, ASO and level funded), and the ability to communicate your knowledge of these coverages clearly to our clients and carrier representatives.
- Have a current Oregon Health and Life license.
- Occasional travel to Portland area client meetings.
- Applied and/or Epic experience preferred, but not necessary.
Working Conditions - While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a telephone and computer.
- Specific vision abilities required by this job include close vision requirements due to computer work.
- Light lifting to 20 lbs.
- Regular and predictable attendance is required.
- Office hours are 830am to 5:10pm.
Benefits - Pay range dependent on skill and contribution level
- Generous bonus plan
- Paid CE training
- Medical, Vision, Dental, 401K
- Standard 40-hour M-F 8:30 am-5pm or as determined by Manager
HOW TO SUBMIT A RESUME Qualified candidates, please send your resume in either Microsoft Word or Adobe PDF to: employment @lacoinsurance.com
Account Manager Commercial Lines NEEDED - (Posted 1/8/20)
Leonard Adams is a unique, family owned insurance agency located in Portland, Oregon. With over 75 years of proven success, Leonard Adams is a stable, friendly pinnacle in the insurance industry.
Job Overview The Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with producers to support business development activities while upholding high service standards. These duties include but are not limited to: - Maintain relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc.
- Cross selling products to customers and prospects
- Managing an established book of accounts
- Negotiating renewals for existing customers
- Supervision of Client Services Representatives
- Obtaining information and documentation from new and existing clients
- Resolving customer issues
- Back-office management of operations and administration
Responsibilities - Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel
- Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers.
- Determines appropriate client service support for new and existing clients; responds to client and carrier inquiries, maintains and enhances the company's relationships with existing clients by executing proactive and ongoing contact initiatives.
- Makes decisions regarding the resolution of all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.
- Independently enters and maintains accounts/policies in Applied while maintaining a current suspense; reviews insurance policies and endorsements for accuracy; reviews contracts and special certificate of insurance requests for compliance and response to insured.
- Proactively maintains partnership with the producer by keeping him/her informed of pertinent information regarding the accounts and provides support and assistance for the development of new business.
- Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all the coverage that was presented to the insured in our proposal.
- Independently communicates subjectivities and exclusions for new and renewal business and document the difference in policy forms when comparing various quotes.
- Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
- Researches and maintains industry knowledge of developing trends regarding carrier underwriting, appetite and pricing changes. Applies knowledge to negotiation of policies to provide best comprehensive coverage to clients.
- Solely responsible for understanding assigned accounts in order to give proper advice for changing situations, which may require modifications to existing coverage.
- Supervise and work with the Client Services Representatives to ensure that basic Client Services tasks have been completed; may need to prepare submissions for the marketing of accounts, process invoices and resolve accounting discrepancies in a timely manner, provide support during the claim process, and prepare proposals, synopses, analyses, and special projects as requested.
- Initiates renewal process and may conduct renewals in conjunction with the Insurance Sales Producer.
- Provides guidance to less experienced Account Managers and provides administrative direction to support staff.
- Other duties may be assigned to meet business needs.
Qualifications - At least 3 years of recent commercial lines account management experience.
- Commercial property accounts experience preferred.
- Demonstrated success in overall customer service.
- High School diploma; undergraduate degree preferred.
- Appropriate insurance agent's license required.
- Professional designation (CPCU/CIC/ACSR/CISR) preferred.
- Willingness to continue education is essential.
- Ability to work with internal and external clients at all levels.
- Experience with Applied preferred.
- High degree of self-discipline and motivation.
- Ability to follow processes and procedures and help develop new processes and procedures to help the agency become more efficient.
- Solution driven problem-solving skills and proven analytical skills.
- Must possess the ability to work independently, applying education and professional experience to achieve outstanding results.
- Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and complete projects on time.
- Ability to manage complex renewals while working under tight schedules and deadlines.
- Team player with a strong work ethic.
- Effective, professional verbal and written communication skills.
- Demonstrates considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships.
Working Conditions - While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a telephone and computer.
- Specific vision abilities required by this job include close vision requirements due to computer work.
- Light lifting to 20 lbs.
- Regular and predictable attendance is required.
- Office hours are 830am to 5pm.
Benefits - Pay range dependent on skill and contribution level
- Generous bonus plan
- Flex time
- Paid CE training
- Medical, Vision, Dental, 401K
- Standard 40-hour M-F 8:30 am-5pm or as determined by Manager
HOW TO SUBMIT A RESUME Qualified candidates, please send your resume in either Microsoft Word or Adobe PDF to: employment @lacoinsurance.com
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