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Commercial Insurance Account Manager
2 months ago
Our client a wellestablished independent insurance agency is seeking an experienced and dedicated Commercial Account Manager to join their team. This role is 100% servicebased focusing on providing exceptional support to commercial clients without any sales cold calling or quota responsibilities. The ideal candidate will be P&C licensed in Washington with a solid background as a Commercial CSR or Account Manager and experience working in an independent agency setting.
As a Commercial Account Manager you will handle a combination of clientfacing and administrative tasks ensuring clients receive toptier service. Your responsibilities will include setting prerenewal meetings consulting with clients processing certificates and endorsements running audits remarketing policies to carriers and presenting bids and estimates before binding policies. You will start with inoffice training for the initial 90 days with the possibility of transitioning to a hybrid schedule based on your performance and ability to work independently.
Responsibilities
- Set prerenewal meetings and consult with clients regarding their insurance needs.
- Answer policy and coverage questions providing expert advice to clients.
- Process certificates and endorsements with accuracy and efficiency.
- Conduct audits and loss runs to ensure compliance and optimal policy coverage.
- Remarketing policies to carriers preparing and presenting bids and estimates.
- Bind policies and ensure all documentation is accurately completed.
- Begin with inoffice training for 90 days with potential for a hybrid schedule based on performance.
Qualifications
- P&C licensed in Washington currently working as a Commercial CSR or Account Manager.
- Minimum of 3 years of experience in a Commercial CSR or Account Manager role.
- Independent agency experience is required; experience in captive agencies (e.g. Farmers State Farm) will not be considered.
- Proven experience in setting prerenewal meetings consulting with clients processing certificates and endorsements running audits remarketing policies and binding policies.
- Stable work history with no frequent job changes (No Job Hoppers).
- Candidate should reside within 5 miles of the office.
This is an excellent opportunity for an experienced Commercial Account Manager to join a respected independent agency. If you meet the qualifications and are looking for a stable servicefocused role we encourage you to apply.
Remote Work :
No
