TEC Equipment · 22 hours ago
Insurance Account Manager
Portland, OR
Full-time
Hybrid
Entry, Mid Level
1+ years expTEC Equipment, headquartered in Portland, Oregon, is seeking a motivated Insurance Account Manager for their growing insurance business specializing in transportation insurance for the trucking industry. The role involves generating insurance documents, providing customer service, and managing policy modifications while supporting the agency's goal to expand its book of business.
AutomotiveMarketingTransportation
Responsibilities
Generate Certificates of Insurance for banks and other stakeholders
Generate Auto ID cards for Insureds and other stakeholders
Take initial Claim information to forward to Insurance Companies
Work with customers to specify policy modifications (Endorsements)
Collect premiums, process payments
General customer service and account troubleshooting
Complete new business and renewal packages, completing all paperwork as required by company policy, financial institutions and/or state regulation
File and submit paperwork to appropriate entities and authorities
Qualification
Required
Property and Casualty insurance license
1 -5 years of insurance CSR or account management experience
1-3 years of commercial trucking insurance CSR or account management experience with an emphasis on Applied EPIC management software
Knowledge of insurance industry practices and terminology
Excellent attention to detail and organizational skills
Strong customer service and written and oral communication skills
Preferred
Second language ability a plus - especially Russian, Spanish, Chinese, Punjabi
Benefits
Choice of two comprehensive medical plan options that include prescription drug coverage
Choice of two dental plans that cover preventative and diagnostic care, basic and major services, and orthodontia for children
Vision care, discounted hearing exams, and hearing aids
401(k) retirement savings plan with company contribution
Life, accident, and disability insurance
Employee Assistance Program (EAP)
Education assistance
Seven paid holidays, vacation accrual of at least 48 hours per year, and paid sick
Company
TEC Equipment
TEC Equipment offers full-service truck and trailer dealership.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
David Thompson
Founder / CEO
Kelly Knox
Chief Financial Officer
Company data provided by crunchbase