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Location

Lake Oswego, OR | United States

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Job description

Join us!

For more than 30 years, Oak Tree Insurance has been an elite

insurance broker in Oregon. Oak Tree Insurance is a full-service

agency, writing coverage across the Pacific Northwest and neighboring

states. Our team provides quality service to our clients and we work heavily on a referral basis.

 

Our culture- We do not work off of quotas. We work hard to write thoughtful business and we function as a team.

 

Our location- We are within walking distance to numerous shops, restaurants, grocery stores and parks. We provide our employees with state-of-the-art technology, ergonomic desk options and an employee kitchen. 

 

Career training and growth- Oak Tree Insurance provides employees the opportunity to grow in their career. Upon hire, we offer carrier training, CIC certification courses and other continuing education.

 

For more information, visit our website!

Benefits
Health Insurance###Dental Insurance###Vision Insurance###Life Insurance###Parental Leave###Mon-Fri Schedule###Career Growth Opportunities###Retirement Plan###Evenings Off###Paid Time Off (PTO)###Hands on Training###Friday early closure 3pm###
Responsibilities

Job Responsibilities include:

• Supporting producers in an account manager role
• Directly working with clients, producers and company underwriters
• Managing existing accounts, day to day servicing
• Process quotes, renewals and issue policies
• Prepare proposals to be presented to the client
• Claims processing
• Certificate and endorsement processing for clients
• Ability to articulate and communicate coverage to clients

Requirements

Qualifications and Skills:

• Active Oregon property and casualty license
• Experience managing a busy desk- ability to prioritize
• Independent insurance agency experience
• Experience handling private client customers, high value homes, collections, etc.
• Experience operating AMS 360 preferred
• Comfortable on the phone

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Job tags

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Salary