Commercial Lines Account Manager: Real Estate Book–remote for residents of WA, OR, or Western ID only id-1277

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If you are an experienced Commercial Lines Account Manager with a knack for handling a fast-paced growing real estate book and you want the flexibility to work from home in the Pacific Northwest (WA, OR, or Western ID), this is the role for you!

My client is a national insurance brokerage. They are looking for an experienced Commercial Lines Real Estate Account Manager to support 2 very high producing Sales Executives who are bringing on a lot of new business BOR’s. You will handle a book of about $650,000 in revenue under the direction of the Team Account Executive. The book comprises large apartments, mixed use retail/condos, and buildings that are coming off from builder’s risk policies that require permanent placement as well as a few construction accounts. You will be supported by 2 Account Associates who will assist you with renewal prep and other daily service tasks. Sagitta, and MS Office are used extensively in this role.

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You can work from your home office as long as you are located in WA, OR, or Western ID. No other states will be considered.

You will communicate via video and instant messaging with your Producers, Account Executive, and other team Account Managers. There is a weekly Tues morning team huddle to go over priorities and identify opportunities or account issues. You will have a lot of autonomy and independence in managing your book. If you get energized by new business and growth, then you’ll be a great fit for this role. While the majority of the work can be done from home, there will be times that you will need to attend office meetings in person during the year.

Perks include a rich benefits package, competitive salary, bonus plan based on book growth, and flexible scheduling to allow for work/life balance.

Key job responsibilities include:

  • Prepare quality submissions to carriers on behalf of client or prospect
  • Review and analyze quotations received from carriers and negotiate pricing/terms
  • Prepare professional and accurate proposals for presentation to clients
  • Prepare professional and accurate summaries for existing clients and do premium allocations using Excel
  • Review endorsements for accuracy
  • Process premium audits and assist client in event of a dispute
  • Perform contract review with respect to insurance requirements
  • Prepare and deliver timely binders and invoices upon binding of coverage
  • Secure premium financing when needed
  • Review newly issued policies for accuracy before delivery to clients

Candidates need to have 5 years of Commercial Lines Account Manager experience in an insurance brokerage setting, must live in WA, OR, or Western ID, and have strong technical coverage knowledge with middle market real estate and construction accounts.

To apply, email your resume to info@insuranceresourcing.com, or call 360-392-8140. The team would like to start their new Account Manager in Jan 2025.

Commercial Lines Account Manager: Real Estate Book–remote for residents of WA, OR, or Western ID only id-1277

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