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Account Manager

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Date: Aug 25, 2019

Location: Lake Oswego, OR, US

Company: The Doctors Management Company


Business Development:

In insurance, they say “Nothing happens until someone sells something.” Business Development makes it happen. We are a driving force in achieving the company’s growth and retention goals. We are responsible for managing the industry’s top network of independent and captive agents. We work tirelessly to increase the value of being an agent for The Doctors Company, and we find innovative ways to reward those closely aligned with the organization. We manage endorsed programs with leading national and state medical and specialty societies serving 250,000 members. We are prominent at industry events and maximize our visibility with agents and members. And we seize opportunities to promote The Doctors Company in innovative ways.


Our team is located throughout the country. We seek candidates who make a difference—who are outgoing and who enjoy networking and travel, and who understand the importance of relationships and collaboration.


Position Mission


We are looking for a highly motivated Account Manager to help scale our growing Direct business while providing exceptional customer service. You will be a critical resource on our Business Development team and will be responsible for growing the business by providing a positive experience for our emerging and growing members. You may work across multiple Account Managers and provide assistance with revenue growth and positive customer satisfaction.



  • Bachelor's degree or equivalent combination of education and experience required. Advanced insurance education is a plus.
  • Property and Casualty (2-20 General Lines) license required.
  • Two (2) years in agency operations, insurance prospecting sales, and client service.
  • The ability to think independently and overall self-management with minimal oversight, with a strong attention to detail.
  • Excellent telephone, oral and written communication skills.
  • Proven skill to sell product effectively, being prepared for any sales situation that presents itself.
  • Ability to coordinate multiple tasks and meet deadlines.
  • Ability to work with diverse personalities and individuals at all levels.
  • Ability to use a personal computer to create letters, memos, reports and moderately complex spreadsheets.
  • Ability to write reports and business correspondence. Ability to effectively present information and respond to questions from groups of managers, clients, and customers.
  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Ability to apply concepts of basic algebra.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and set variables.
  • Ability to travel when necessary.




Account Servicing 

  • Responds to incoming member needs by gathering appropriate information, setting expectations and managing the process to completion.
  • Works with appropriate stakeholders (internal and external) to complete member service requirements.
  • Keeps member informed about the progress of request as appropriate.
  • Informs appropriate stakeholders about change so that all aspects of account that are impacted can respond accordingly.
  • Informs member as to outcome of request as appropriate.
  • Manages incoming mail and faxes.


 Education & Development 

  • Strives to improve healthcare industry knowledge and product knowledge.
  • Works to improve knowledge of and presentation skills for TDCIS services.
  • Works to improve sales and customer relationship skills.


New Business Production 

  • Quote viable web leads and solicit referrals from existing clients when appropriate and in conjunction with the Account Executive.  Inform clients of other available lines of coverage.
  • Compile data and reports to assist with new business strategy.


Policy Renewal 

  • Reviews upcoming renewals to determine how to proceed and if exceptions to the standardized renewal process need to be made for individual policies.
  • Works with appropriate stakeholders to process renewals according to company guidelines.
  • Assures that no assigned policies have lapsed by confirming status as renewed, cancelled or nonrenewed.
  • Assures that appropriate contact has been made with accounts and other stakeholders about their renewals.


Other duties as assigned 

  • Other duties as needed in pursuit of TDC’s Mission and strategy.
  • Participates in product initiatives and sales programs.



We offer competitive compensation, incentive bonus plans, outstanding career opportunities, an exceptional work environment, and an impressive benefits package, which starts with medical, family and bereavement leave; same-sex domestic partner benefits; short- and long-term disability programs; and an employee assistance program. There's more:

  • Health, dental, and vision insurance
  • Health and dependent care tax-free spending accounts with a company match
  • 401(k) and Roth IRA with company match, as well as catch-up plans for both
  • 10 paid vacation days, 6 paid sick days, and 6 paid personal days each calendar year (with vacation increases based on length of service)
  • 10 paid holidays each calendar year
  • Life and travel insurance
  • Tax-free commuter benefits
  • In-person and online learning opportunities
  • Cross-function career opportunities
  • Business casual work environment
  • Time off to volunteer
  • Matching donations to qualifying nonprofit organizations
  • Company-sponsored participation at non-profit events



At The Doctors Company, we are fiercely committed to our mission of advancing, protecting, and rewarding the practice of good medicine. Our employees are integral to our success as the nation’s largest physician-owned medical malpractice insurer—and reflect our core values of service and professionalism. Employees also make a difference in their communities through volunteer work and donations. In the last five years, employees have worked more than 5,000 hours for local community organizations and donated more than $500,000, in conjunction with a company matching funds program.

The Doctors Company is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.

Nearest Major Market: Portland Oregon

Job Segment: Medical, Manager, Healthcare, Management