Insurance Account Manager
4 weeks ago
We are seeking an experienced Commercial Lines Insurance Specialist for our client, a leading provider of Employee Benefits, Commercial, and Personal Lines of Insurance. The successful candidate will play a key role in managing the insurance needs of tribal clients across industries such as trucking, transportation, marine, healthcare, and more. This position emphasizes retention, growth, and excellent service.
Key Responsibilities:
- Provide direct customer service to Tribal Commercial Lines clients
- Issue necessary documentation, including certificates of insurance and auto insurance ID cards
- Complete applications, negotiate with underwriters, and prepare proposals for business estimates
- Contact clients and underwriters to obtain information or answer coverage-related questions
- Resolve policy and coverage concerns for clients, insurance carriers, and producers
- Place coverage with acceptable carriers, adhering to binding authority
- Maintain accurate documentation for client communications
- Cross-sell and upsell coverages, recommending changes to ensure enhanced protection
- Assist with Workers' Compensation Analytical Reports and training as needed
Compensation and Structure:
- Base Salary: $65K - $85K OTE
Desired Candidate Profile:
- 3+ years of commercial lines experience in an independent agency
- Proficiency in MS Office (Word, Excel, Outlook)
- WA State insurance licenses
- Preferred designations: ACSR, CIC, CPCU, CISR
- Experience with AMS 360 / ImageRight
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