Senior Living Commercial Lines Account Manager

Join a rapidly growing insurance brokerage as a Senior Living Commercial Lines Account Manager! Leverage your extensive knowledge in commercial property coverage to thrive in this dynamic hybrid role, with the flexibility to work from home 1-2 days per week, based out of our Lake Oswego, OR office.

Our client is a national insurance brokerage specializing in the Senior Living market. This new team position will provide a supportive and collaborative environment, where you will receive comprehensive training on Senior Living carriers and coverages. You will be part of a fantastic team led by an experienced mentor who is eager to share valuable insights with junior staff.

Your primary responsibilities will include managing a portfolio of accounts, focusing on senior living operators with multiple locations, including aging in place and full-time memory care facilities. You will work with about 16 accounts generating $1.8M in revenue, presenting you with an incredible opportunity to enhance your career and technical skills while engaging with some of the agency's most prestigious clients.

As part of our team, you will enjoy excellent benefits, including:
• 30 days of paid time off
• 401K with matching contributions
• Pet insurance
• Wellness perks, such as gym memberships

We also support your professional growth by covering costs for continuing education and certifications, enabling you to become a strong technical resource for our insureds. To assist with your workload, our team is complemented by Account Coordinators responsible for various processing tasks.

Key Responsibilities:
• Gather and prepare complete client information and applications for renewal business.
• Process change requests, binders, certificates, policies, and audits as needed, ensuring timely delivery to clients.
• Maintain effective correspondence with both clients and insurance carriers.
• Ensure accurate maintenance of client files according to company standards.
• Cultivate strong professional relationships with insurance carrier representatives.
• Verify and maintain the accuracy of account information for renewal policies, endorsements, and audits, generating billing invoices promptly.

Qualifications:
• 3+ years of experience as a licensed Commercial Account Manager.
• Expertise in layered property coverage; experience in Real Estate or Habitational Property coverage is essential.
• Must come from a retail independent brokerage background; no direct writers, please.
• Oregon P & C license is required.
• Strong proficiency in MS Office, particularly Excel.

To seize this exciting opportunity to grow your career with a respected team of industry experts in the Senior Living field, submit your resume for consideration.