Proficiency with basic office software and comfort learning agency systems. AMS360 knowledge preferred. What We Offer: * Competitive Pay * Paid license renewal and continuing education. * Mentorship ...
Proficiency with basic office software and comfort learning agency systems. AMS360 knowledge preferred. What We Offer: * Competitive Pay * Paid license renewal and continuing education. * Mentorship ...
Account Manager - Personal Lines
Medford, OR · On-site
$46K - $63K/yr
AMS360 experience or skills to learn software program at an accelerated ability * Exceptional telephone demeanor * Must have excellent customer service and interpersonal skills * Maintain a high ...
Account Manager - Personal Lines
Medford, OR · On-site
$46K - $63K/yr
AMS360 experience or skills to learn software program at an accelerated ability * Exceptional telephone demeanor * Must have excellent customer service and interpersonal skills * Maintain a high ...
Account Manager - Personal Lines
$46K - $63K/yr
AMS360 experience or skills to learn software program at an accelerated ability * Exceptional telephone demeanor * Must have excellent customer service and interpersonal skills * Maintain a high ...
Account Manager - Personal Lines
$46K - $63K/yr
AMS360 experience or skills to learn software program at an accelerated ability * Exceptional telephone demeanor * Must have excellent customer service and interpersonal skills * Maintain a high ...
Experience using EPIC and AMS360 strongly preferred. * Demonstrated leadership and team management ... Must be computer literate with the ability to learn new software applications. * Intermediate to ...
Experience using EPIC and AMS360 strongly preferred. * Demonstrated leadership and team management ... Must be computer literate with the ability to learn new software applications. * Intermediate to ...
AMS360 experience or skills to learn software program at an accelerated ability Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates ...
AMS360 experience or skills to learn software program at an accelerated ability Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates ...
Ams360 Software information
What is AMS360 software?
AMS360 is a comprehensive agency management system developed by Vertafore for insurance agencies. It streamlines agency operations by integrating policy management, accounting, document management, and customer relationship management into a single platform. AMS360 helps agencies improve efficiency, ensure compliance, and deliver better service to clients. The software supports automation of routine tasks, customizable workflows, and robust reporting features, making it a popular choice among independent insurance agencies.
What is the difference between Ams360 Software vs Insurance Agent?
| Feature | Ams360 Software | Insurance Agent |
|---|---|---|
| Primary Role | Insurance agency management software for policy administration, claims, and customer data | Individual professional selling insurance policies and advising clients |
| Credentials | Typically no specific credentials required; familiarity with insurance software | Licensing and certifications in insurance sales |
| Work Environment | Office-based, working with insurance agencies and staff | Client-facing, sales, and consultation |
| Industry Usage | Used by insurance agencies for operations management | Employed by insurance companies or as independent agents |
While Ams360 Software is a management tool used by insurance agencies to streamline operations, Insurance Agents are professionals who sell and advise on insurance policies. The software supports agents' work but does not replace the role of an individual insurance agent.
What are the key skills and qualifications needed to thrive as an AMS360 Software Specialist, and why are they important?
To thrive as an AMS360 Software Specialist, you need strong knowledge of insurance agency operations, data management, and a background in business administration or information systems. Proficiency with AMS360 software, experience with agency management systems, and possibly certifications in Vertafore products are typically required. Excellent problem-solving abilities, attention to detail, and strong communication skills help users navigate technical issues and drive adoption. These skills ensure efficient workflow, accurate data handling, and effective support for insurance agencies using AMS360.
What are some typical responsibilities of an AMS360 Software Specialist in an insurance agency?
As an AMS360 Software Specialist, you’ll typically be responsible for managing the agency’s use of the AMS360 management system, including onboarding new users, providing training, troubleshooting system issues, and ensuring data integrity. You may also assist with customizing workflows, generating reports, and collaborating closely with producers, account managers, and IT staff to streamline operations. This role often requires proactive communication and problem-solving skills, as you’ll serve as the primary point of contact for AMS360-related questions and process improvements.
What are popular job titles related to Ams360 Software jobs in Oregon? For Ams360 Software jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Ams360 Software jobs in Oregon look for? The top searched job categories for Ams360 Software jobs in Oregon are:
- Life Insurance Sales Manager
- Remote Commercial Insurance
- Personal Lines Department Manager
- Remote Uber Customer Service
- Insurance Commission Manager
- Remote Little Caesars Customer Service
- Insurance Verification Remote Work From Home
- Licensed Insurance Customer Service
- Personal Lines Account Manager
- Remote Auto Insurance
What cities in Oregon are hiring for Ams360 Software jobs? Cities in Oregon with the most Ams360 Software job openings:
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 22 days ago
Leavitt Group rating
6.9
Based on 13 frontline employees who took The Breakroom Quiz
238th of 281 rated insurance
Job description
Leavitt Group of Portland in Beaverton, OR is looking for a Commercial Lines Account Manager for their busy office.
As an Commercial Lines Account Manager, you'll manage the daily servicing and retention of accounts, provide expert coverage guidance, and collaborate with producers and other account managers to ensure exceptional client experience. The ideal Commercial Insurance Account Manager will possess a wide range of commercial lines account management skills, including but not limited to customer service, administration, and sales. The position requires experience managing both small and large commercial accounts and a strong understanding of the underwriting process including new and renewal business.
What You'll Do
Requirements and Experience
What We Offer:
#LI-DM1
As an Commercial Lines Account Manager, you'll manage the daily servicing and retention of accounts, provide expert coverage guidance, and collaborate with producers and other account managers to ensure exceptional client experience. The ideal Commercial Insurance Account Manager will possess a wide range of commercial lines account management skills, including but not limited to customer service, administration, and sales. The position requires experience managing both small and large commercial accounts and a strong understanding of the underwriting process including new and renewal business.
What You'll Do
- Manage and retain an assigned book of business, ensuring timely, accurate, and professional service.
- Place new and renewal business by collaborating with producers and following established workflows.
- Answer coverage questions, recommend solutions, and process policy changes, endorsements, audits, and certificates.
- Issue insurance documents, reconcile accounts, collect premiums, and assist clients with service needs and escalations.
- Maintain accurate client information in AMS360 and follow commercial lines procedures using available reference tools.
- Stay current on market trends, products, pricing, and underwriting criteria.
- Analyze renewal premiums, identify variances, and propose competitive alternatives.
- Mentor and support new team members as needed and contribute to a positive team culture.
- Communicates with supported Producer(s) on a regular basis to keep them updated on client activity
- Prepare binders, certificates, endorsements, policies, lost policy releases, loss run requests and account balance status when requested
Requirements and Experience
- Full Time - In office
- 3+ years of experience as a Commercial Account Manager.
- Active Property & Casualty license.
- High school diploma or general education degree (GED
- Strong organizational skills, attention to detail, and the ability to manage multiple priorities.
- Excellent communication skills and confidence in interpreting insurance documents.
- Proficiency with basic office software and comfort learning agency systems. AMS360 knowledge preferred.
What We Offer:
- Competitive Pay
- Paid license renewal and continuing education.
- Mentorship and training provided.
- Health Insurance
- Dental & Vision Insurance
- 401(k) with matching employer contributions
- HSA & FSA
- Competitive PTO and company holidays.
- Wellness Program
#LI-DM1
What Leavitt Group employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Leavitt Group
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1,001 - 5,000 Employees
Headquarters location
Cedar City, UT, US
Year founded
1952