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The Commercial Lines Account Manager will have the opportunity to provide exceptional service to commercial insurance clients while supporting Producers in the placement of new and renewal business. This role includes preparing applications, marketing accounts, issuing documentation, and coordinating with carriers to ensure accurate and timely delivery of coverage. Responsibilities also include resolving policy and coverage concerns, maintaining client files, and staying current on industry trends to deliver informed guidance and solutions.
Job Responsibility:
Assist Producers in the placement of new and renewal business
Prepare and send Future ACORD applications to market for Renewal indications, per AE/Producer instructions
Assist with the marketing of New Business
Provide direct customer service support for commercial lines clients
Issue appropriate documentation, as needed including certificates of insurance, auto insurance ID cards, etc.
Compose or assist in composition of highly technical or sensitive correspondence
Ability to translate highly technical information for the client’s understanding
Compile applications, negotiate with underwriters and prepare proposals for new and renewal business proposals/offerings
Contact clients and/or underwriters to obtain additional information or answer questions
Resolve policy and coverage related concerns for clients, insurance carriers, and Producers
Ability to communicate negative actions to the client, while offering a solution to remedy the situation
Bind or place coverage with acceptable carriers adhering to appropriate carriers binding authority
Stay current on company insurance products and offerings
Be cognizant of developments in the marketplace, including product line offerings, changing insurance consumer trends and needs when advising clients
Set up and maintain electronic file information in the Agency Management System including data entry and client & policy database maintenance
Requirements:
Current Washington State Insurance License and appropriate Non-Resident Licenses
High school diploma or equivalent
5-7 years of recent agency experience handling the service of multi-line commercial lines book of business
Working knowledge of MS Office (Word, Excel, & Outlook)
This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle
Nice to have:
Professional designation (ACSR, CIC, CPCU, CISR)
Working knowledge of carrier websites
Experience with Agency Management Software Systems
What we offer:
Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits: ESPP
401k
Student Loan Assistance
Tuition Reimbursement
Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more