Tax Preparer Job at Jobot, Portland, OR

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  • Jobot
  • Portland, OR

Job Description

Sarasota’s Trusted Insurance Partner

This Jobot Job is hosted by: Gene Choi
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $60,000 - $75,000 per year

A bit about us:

We are a locally rooted, client-focused agency proudly serving Sarasota and surrounding communities for over 60 years. We specialize in providing smart, personalized insurance solutions across commercial and personal lines. As we grow, we’re looking for a dedicated Commercial Lines Account Manager to join our team and deliver exceptional service and strategic risk management to our business clients.

Why join us?
  • Competitive Base Salary!
  • 401K match, PTO, and excellent benefits!
  • Accelerated Career Growth!
Job Details

Responsibilities:
  • Daily interaction with clients including reviewing the customer’s policy to answer questions and offer solutions regarding coverage, billing and claims as well as handling policy changes and renewals.
  • Assisting current clients with the sale of additional coverages. Offer expertise so that customers make buying decisions armed with the right information.
  • Document and maintain client files using accurate details of insured interactions.
  • Be flexible and able to perform other tasks as requested.What are we looking for in a great candidate?
Requirements:
  • Superior written and oral communication skills to facilitate frequent discussions with Insureds and Underwriters with several communication methods used.
  • Proficiency in commercial lines underwriting and rating systems for multiple insurance carriers.
  • Knowledge of Southwest Florida market availability and underwriting guidelines for standard insurance carriers as well as several surplus lines brokers.
  • Someone who knows how to use Excel, AMS360, Microsoft Word, Skype Instant Messenger, Microsoft Outlook, and other work flow and document sharing programs.
  • A person who can make quick decisions, handle a deadline based high volume, high turnaround, fast paced, environment.
  • A professional who truly enjoys working with their clients and providing insurance expertise.
  • Someone who holds an active 4-40 or 2-20 Florida Insurance License.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Job Tags

Local area, Flexible hours,

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