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Commercial Insurance Account Manager

Columbia Insurance & Wealth Management
Columbia Insurance & Wealth Management in Vancouver, WA 98662
$50,000 - $80,000 a year - Full-time


Columbia Insurance & Wealth Management in Vancouver, WA 98662

Pulled from the full job description

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Full job description

Job Summary

We are seeking an outgoing, career-oriented professional to join our team as a Commercial Insurance Account Manager at our office in Vancouver, WA . As a member of the Commercial Lines Department, you will have the opportunity to work alongside our team in supporting and servicing our new and existing business clients.

We are an established, growth-oriented agency with a team of highly motivated individuals. Our team works hard to reach our goals together and we have fun while we’re doing it! We want to work alongside those who are equally committed to excellence and personal achievement. Our team is comprised of results-oriented individuals that are serious about their development. If you believe in having fun in a stable working environment and have a willingness to learn, we should meet to discuss a career opportunity.

Job Duties:

  • Prepare quality submissions to carriers on behalf of client or prospect
  • Communicate with clients, agents, and underwriters for all aspects of the policy processing.
  • Review and analyze quotations received from carriers
  • Prepare professional and accurate proposals for presentation to our clients
  • Review policies and endorsements for accuracy
  • Process premium audits and assist clients in the event of a dispute
  • Assist in remarketing efforts as instructed by Commercial Manager
  • Process renewals for assigned accounts, which includes an account review, looking to remarket if necessary, and cross sell for additional lines of business.
  • Prepare certificates of insurance.
  • Perform contract review with respect to insurance requirements
  • Prepare and deliver timely binders and invoices upon binding of coverage. Secure premium financing when needed.
  • Collaborate in a professional manner with all clients, carriers, producers and peers.
  • Maintain and prioritize workload
  • Lead monthly renewal meetings with producers and Commercial Department Manager
  • Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
  • Identify and convert on account rounding and cross-sell opportunities


  • Minimum 2 year Property & Casualty Experience Required (Commercial Insurance Account Management experience preferred)
  • Ability to work in a team environment.
  • Must be a detail oriented person that will communicate daily with clients, agents and underwriters
  • Client Management/Applied (Epic) experience a plus but not required
  • Solid communication skills both written and verbal
  • Strong time management and Multi-tasking ability
  • Must be able to function in high pressured, fast paced environment

Compensation: Salary commensurate with experience and may include a negotiated mix of salary, commission, and/or bonus.

If you are a motivated, high energy individual who is looking to take the next step in your career, RESPOND NOW! In order to be considered, please respond to this email with "Commercial Account Manager" in the subject line. Please include your full name, phone number, up-to-date resume, cover letter, and compensation expectations.

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year


  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance


  • Monday to Friday

Supplemental Pay:

  • Bonus pay
  • Commission pay

Ability to commute/relocate:

  • Vancouver, WA: Reliably commute or planning to relocate before starting work (Required)


  • Commercial Insurance: 2 years (Preferred)


  • Property & Casualty License (Required)

Work Location: One location