Now Hiring - WHA Insurance Agency Inc - Account Manager - Department Manger in training in Eugene, OR

Full description of the position

WHA is seeking a driven and aspiring leader to join our team as a Department Manager in Training for our Commercial Division. This is a unique opportunity for someone ready to grow into a leadership role while mastering the core responsibilities of account management. The ideal candidate will deliver exceptional customer service, ensure precise account processing, and gradually take on team leadership responsibilities--guiding Account Managers to deliver timely renewals and outstanding client support through shared expertise and collaboration. Position Overview * Job Type: Full-time, exempt. * Benefits: 401k plan and matching, dental insurance, health insurance, life insurance, paid time off, vision insurance. Agency Expectations * Adheres to Agency Policy and Procedures and Service Standards. * Performs duties as workload necessitates. * Maintains a positive and respectful attitude. * Communicates regularly with supervisor about Department or client issues. * Demonstrates flexible and efficient time management and ability to prioritize workload. * Consistently reports to work on time prepared to perform duties of position. * Meets department productivity standards. Essential Duties and Responsibilities * Manage a book of business to ensure client retention, growth, and profitability. * Answers calls from clients, prospects, and carriers each day, professionally and helpfully. * Responds to all client queries and requests in an accurate and timely manner. * Insurance Consultation, Assess Clients risk exposures and insurance needs to provide advice on tailored solutions to their business needs. * Issues all certificates at renewal and as requested by clients or insured's clients. * Reviews all quotes, policies, and endorsements from carriers for accuracy and completeness. * Assists clients with claim reporting and follows up on all claim information for the client. * Completes all processes for renewals, on all assigned accounts. * Markets accounts to appropriate carriers to receive quotes. * Prepares information for customers including proposals, summaries, and schedules. * Prepares invoices and premium finance agreements as needed. * Completes Acord applications in AMS 360 as needed. * Partners with sales staff to meet and exceed customer's service expectations. Additional Duties and Responsibilities * Provides back-up to team members during peak seasons and vacation and sick leave. * Creates additional sales documents as requested by sales staff. * Attends continuing education courses to maintain active agents license and technical proficiency. * Performs additional data entry as necessary to service accounts effectively. * Maintains accurate filing of all current and past account information. * Other projects and activities as requested by department manager, sales staff, or as necessary to maintain department functions. Qualifications * Must have a property and casualty agents' license in the state of Oregon. (Or the ability to obtain within 90 days of hire) * Minimum of 3 years of experience in insurance customer service. * Typing speed of no less than 45 wpm. * Proficiency with all Microsoft Suite applications including Word, Excel, Outlook. * Proficiency with general office software applications including Adobe, Explorer, and internet-based information systems. * Must possess excellent written and verbal communication skills. * Must work well independently as well as in a team-oriented environment. * Ability to take initiative in all aspects of work. Work Environment The work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * While performing the duties of this job, the employee may be exposed to weather conditions prevalent at the time. * The noise level in the work environment is usually moderate. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25lbs. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.