JD Fulwiler & Company Insurance ยท 23 hours ago
Commercial Select Account Manager
Vancouver WA or Portland OR
Full-time
Onsite
Mid Level
$55K/yr - $65K/yrJ.D. Fulwiler & Company is seeking a Commercial Insurance Account Manager to support their Community (Select) Business Unit, servicing small commercial accounts under $10,000 in premium. This role is responsible for delivering high-quality customer service, managing day-to-day account activity, and supporting new business growth while maintaining compliance with agency standards and carrier requirements.
Financial ServicesInsurance
Responsibilities
Manage and service assigned select commercial accounts from new business through renewal
Process policy changes, endorsements, cancellations, certificates, binders, and ID cards
Handle all client and carrier communication via phone, email, and written correspondence
Accurately document all activity in the agency management system
Bind insurance coverages and ensure accuracy of placement
Coordinate audits, billing issues, account reconciliation, and policy delivery
Assist with writing new business opportunities within the select commercial segment
Work with the Commercial Lines Manager to meet assigned production goals
Prepare proposals, applications, premium breakdowns, and marketing submissions
Work efficiently with carrier service centers and underwriters
Provide timely and accurate information to carriers and claims personnel
Identify coverage gaps and cross-sell opportunities
Support quoting, binding, and application processes in accordance with agency procedures
Qualification
Required
Manage and service assigned select commercial accounts from new business through renewal
Process policy changes, endorsements, cancellations, certificates, binders, and ID cards
Handle all client and carrier communication via phone, email, and written correspondence
Accurately document all activity in the agency management system
Bind insurance coverages and ensure accuracy of placement
Coordinate audits, billing issues, account reconciliation, and policy delivery
Assist with writing new business opportunities within the select commercial segment
Work with the Commercial Lines Manager to meet assigned production goals
Prepare proposals, applications, premium breakdowns, and marketing submissions
Work efficiently with carrier service centers and underwriters
Provide timely and accurate information to carriers and claims personnel
Identify coverage gaps and cross-sell opportunities
Support quoting, binding, and application processes in accordance with agency procedures
Company
JD Fulwiler & Company Insurance
J.D. Fulwiler & Co.
Founded in 1988
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase