7 account assistant jobs found in Portland, OR

Objective: Heffernan Insurance Brokers is looking for an Assistant Account Manager to join its Small Business Commercial Lines team. This is an entry-level position that requires some insurance experience and an active P&C insurance license. Heffernan is looking for an intelligent self-starter who is looking for a career with plenty of upward mobility.   Responsibilities Include: Renewal Processing Workflow - as assigned by Account Manager(s). Order loss runs, update applications, update existing SOV's, spreadsheets, and order MVR's. Process binders. Process endorsements. Process audits after review by the Account Manager. Invoicing as assigned. Follow up on claims. Coordinate Certificates of Insurance and Evidence of Insurance issuance, certificate, and evidence renewals. Create and maintain mail-merge documents. Draft proposals. Process un-routed attachments and carrier document retrieval items. Respond to client requests in a timely and...

The Claims Assistant will support the claims staff in the set-up and administration of workers’ compensation claims/case management and other tasks depending on the specific customer needs.  This is a remote role. This role is part-time with the potential for full-time employment. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Sets up new claims Process mail, handle files (until paperless), and input notes/diary entries in the claims system Process payments, as needed Process form letters, state forms and reports Assist claims examiners with telephone calls including provider, claimant and customer calls Additional duties as assigned   KNOWLEDGE & SKILLS: Excellent written and verbal communication skills PC literate, including Microsoft Office (Word, Excel) Ability to work independently and in a team environment Strong organizational skills   EDUCATION & EXPERIENCE:  High school diploma,...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? The Role   The Regional Sales Vice President (RSVP), Employee Benefits – Western Region leads a geographically aligned, multi-product sales organization responsible for driving profitable growth across Life, Absence & Disability (LAD )   and Voluntary Benefits.   This role supports the Western Region and executes an integrated go-to-market strategy that...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Portland, OR! The primary responsibility of an Account Manager is to provide exceptional service to our customers by establishing realistic customer expectations, seeking customer input, and meeting service commitments in a professional and punctual manner. Account Managers are the main point of contact for customers regarding open enrollment, marketing, and the renewal process. Account Managers are given autonomy to make recommendations to customers and exercise independent and discretionary judgement daily. How You Will Contribute:   Responsible for renewal process from start to finish including but not limited to: pre-renewal analysis, renewal analysis, and renewal administration Lead open enrollment process including but not...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Placement Associate to join our growing team in Portland, OR!   The Placement Associate’s primary responsibility is to assist the Marketing Analysts in the marketing of new or renewal accounts to obtain optimal coverage and pricing for our commercial insurance customers. To facilitate the successful placement of our customers’ insurance programs, Placement Associates will be responsible for completing quote and loss analysis reports, rating accounts via carrier quoting systems, and assisting in the preparation of proposals for presentation to customers. How You Will Contribute:   Complete premium rate comparison, coverage comparison, and loss analysis reports Submit online rating on a variety of carrier quoting systems Update and maintain customer and policy information within our customer...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Senior Account Manager to join our Commercial Lines team in Portland, Oregon . The Senior Account Manager’s primary responsibility is to partner with an assigned producer with the ability to solve and handle account issues independently. The Senior Customer Account Manager is a coach and mentor for the team. Routine duties include monitoring retention, negotiation of costs for products and services, analyzing insurance contracts, insurance plan designs, coordination of claims, loss control, accounting and audit services, and research and analyze in various areas as needed. How You Will Contribute Consults on new business, prepares proposals and independently handles customer requests Works directly with customer to ensure proper coverage is secured Uses discretionary judgement to...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary Our National Accounts team is growing! The National Accounts Sales Consultant acquires, grows, and retains large employer group clients (5,000+ lives) in the National Accounts segment, focusing on Core Life and Disability insurance. Reporting to the Senior Director, this role builds broker partnerships, executes complex sales strategies, and drives growth and...