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Personal Lines Account Manager

4 months ago

Vancouver, United States Davidson & Associates Insurance Inc Full time
Job DescriptionJob DescriptionDescription:

Responsibilities

  • Service and manage existing personal lines client book of business
  • Perform quality work within deadlines with or without direct supervision
  • Consult with insureds to round accounts and fill risk gaps
  • Use discretion and independent judgment in significant matters
  • Interact professionally with other employees, clients and partners
  • Work effectively as a team contributor on all assignments
  • Ability to effectively work in a remote or office environment
  • Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations
  • Strengthen and enhance agency relationship with our insurance company partners

Benefits

  • Competitive pay to include bonuses and incentives
  • Work in a cohesive, high-functioning, TEAM oriented environment
  • 9 Major holidays off, plus your birthday
  • Office closed for Employee Appreciation Days once per month in 2024
  • Medical, Dental and Vision for employee 100% paid starts the 1st of the month after date of hire
  • Unlimited responsible paid time off. Managed and scheduled with team manager to confirm team coverage and client satisfaction
  • First of the month after 60 days – 401k with match – 100% vested immediately
  • Group life, short[-term disability and long-term disability benefits start 1st of the month after date of hire
  • Employee Assistance Plan (EAP)
  • Company culture of giving back to the community and encouraging volunteer involvement
  • Weekends and evenings off – work/life balance
  • Pet-friendly office
  • Continuing Education – pre-approved including CIC/ARM designation
Requirements:
  • Washington Property and Casualty insurance license required
  • Prior independent insurance agency experience servicing small to medium sized personal lines accounts
  • Detail-oriented, organized and flexible
  • Able to manage assigned customer base of 2300+ policies
  • Experience working with insurer’s online rating and inquiry systems
  • Working knowledge of Applied’s EPIC agency management system is a plus
  • Strong MS office computer skills
  • Highly motivated, able to work independently, and eager to take on new challenges.
  • Strong technical background
  • Excellent teamwork skills
  • Strong work ethic, able to multi-task, complete work accurately, and meet deadlines.
  • Able to accept and give constructive feedback to team members.
  • Demonstrated ability to follow office standards and procedures
  • Explain our products based on a true understanding of the clients' risk-management needs. Offer proactive solutions to fill gaps in coverage
  • Excellent communication skills
  • Ability to use discretion and exercise independent judgment