Commercial Lines Insurance Associate Account Manager

J D FULWILER & CO INSURA NCEJ D FULWILER & CO INSURA NCEPortland, Oregon, United States
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Posted

9/19/2026

Employment

Full time

Range

$21 - $26/hr

Work style

Hybrid

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AI summary

Core responsibilities

Support Account Managers with renewals, marketing submissions, and new business administration. Assist clients with endorsements, certificates of insurance, audits, and billing inquiries while maintaining accurate documentation.

Requirements overview

Requires at least one year of insurance, customer service, or administrative experience and a high school diploma or GED. Candidates should possess strong communication skills and the ability to obtain a Property and Casualty insurance license.

Key skills

Commercial insuranceCustomer serviceAdministrative supportAccount managementPolicy terminologyData entryCommunicationOrganizationAttention to detailMicrosoft OfficeApplied EpicTime managementRelationship buildingProblem solving

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Education requirements

high schoolassociate degree

About J D FULWILER & CO INSURA NCE

Industry

Insurance

Employees

75

Type

Privately Held

Size

51-200 employees

J.D. Fulwiler & Co. Insurance was founded in 1988 with the goal of becoming one of the premier providers of personal and commercial insurance in the western United States. And while we are licensed in most of the United States, we consider ourselves to be a local company with a special understanding of the needs of our customers in the Northwest. Our corporate headquarters in Portland, Oregon and large branch office in downtown Vancouver, Washington give our customers quick access to the services they need no matter which side of the Columbia River they are located.

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Job categories

Finance & AccountingCustomer Service & SupportAdministrative

Description

Description We are looking for a Commercial Lines Associate Account Manager to support our Commercial Lines team and provide responsive service to our clients. This is a strong opportunity for someone with some insurance, customer service, or administrative experience who wants to build a long-term career in commercial insurance. You will work alongside experienced Account Managers and Producers while learning how commercial insurance accounts are serviced from new business through renewal. Responsibilities will expand as your insurance knowledge, licensing, judgment, and experience grow. What We Offer Growth potential within the Commercial Lines department. A team-oriented culture that values your input. Training and ongoing professional development. Support in obtaining and maintaining the required insurance license. Access to industry tools, carrier resources, and experienced team members. Hybrid work options after eligibility requirements are met. Responsibilities Support Account Managers with renewals, marketing submissions, new business, and ongoing account administration. Assist with endorsements, certificates of insurance, audits, cancellations, billing questions, and other service requests. Gather client, exposure, loss history, and underwriting information for new and renewal business. Process client and carrier requests accurately and maintain complete, current documentation in the agency management system. Prepare client communications, proposals, coverage summaries, schedules, and other insurance documents. Communicate with clients, carriers, and internal team members regarding the status of requests and outstanding information. Monitor assigned tasks, meet established deadlines, and keep Account Managers informed of progress or concerns. Develop working knowledge of commercial insurance coverages, policy terminology, carrier requirements, and agency procedures. Participate in training, continuing education, and professional development. Support department initiatives, process improvements, and special projects as assigned. If you are organized, service-minded, and interested in developing a career in commercial insurance, we encourage you to apply. Requirements One or more years of insurance, customer service, or administrative experience preferred. Commercial insurance or independent insurance agency experience is a plus. High school diploma or GED required; associate degree or an equivalent combination of education and relevant experience preferred. Current Property and Casualty insurance license preferred at hire; ability to obtain the required license within the timeframe established by management is required. Strong client service, communication, organization, and relationship-building skills. Ability to prioritize assignments, meet deadlines, and support multiple Account Managers in a fast-paced environment. Strong attention to detail, accuracy, follow-through, and sound judgment. Proficiency with Microsoft Office and the ability to learn agency management systems, carrier websites, and other technology. Applied Epic experience is preferred but not required. Initiative, accountability, and a commitment to continued learning and professional development. This position involves regular contact with clients, carriers, and business partners and requires professional communication, judgment, and conduct. The role also requires the ability to work with changing priorities and unscheduled interruptions, sit for extended periods, and use standard office and computer equipment.

Requirements

  • Commercial insurance
  • Customer service
  • Administrative support
  • Account management
  • Policy terminology
  • Data entry
  • Communication
  • Organization
  • Attention to detail
  • Microsoft Office
  • Applied Epic
  • Time management
  • Relationship building
  • Problem solving

Benefits

  • Growth potential
  • Professional development
  • Training
  • Licensing support

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