Commercial Insurance Account Manager
Job Opportunity at Integra Personnel Inc.

Posted on Nov 14

http://integrapersonnel.com    206-365-7794

Location: Lynnwood, WA
Job Type: Full Time
Job ID: W4146518

Are you in commercial insurance and seeking to NOT commute to downtown Seattle? This could be a great opportunity for you. If interested, let me know. 

MAIN FUNCTION OF THE POSITION

To provide service to agency’s customers on their commercial insurance program through various means of communication with strong emphasis on retention and growth through prompt and courteous service.
Assists Producers in the placement of new and renewal business.
 
 
ESSENTIAL DUTIES AND RESPONSIBILITIES
  1. Provide direct customer service support for commercial lines clients.
  2. Issue appropriate documentation as needed including certificates of insurance, auto insurance ID cards, etc. 
  3. Compose or assist in composition of highly technical or sensitive correspondence.
  4. Ability to  translate highly technical information for the client’s understanding
  5. Completing applications, negotiating with underwriters and preparing proposals for new and renewal business proposals/offerings
  6. Contact clients and/or underwriters to obtain additional information or answer questions
  7. Resolves policy and coverage related concerns for clients, insurance carriers, and Producers.
  8. Ability to communicate negative actions to the client, while offering a solution to remedy the situation
  9. Binds, or places coverage with acceptable carriers adhering to appropriate carriers binding authority.
  10. Stays current on company insurance products and offerings.  Keep abreast of developments in the marketplace, including product line offerings, changing insurance consumer trends and needs.
  11. Set up and maintain electronic file information in the Agency Management System including data entry and client & policy database maintenance
  12. Maintains accurate and timely documentation of communication pertaining to client’s insurance program.
  13. Reviews accounts handled for adequate coverage. 
  14. Process change requests and other coverage research issues
  15. Processes ICRs 
  16. Checking policy coverage and endorsements for accuracy
  17. Assumes full responsibility for service and administration of client accounts
  18. Review Aged Receivables, follows up on collection of premium payments  and assist the accounting department in reconciliation of company and client accounts
  19. Follows established guidelines for workflow and system documentation
SKILLS
  1. Strong writing skills - ability to translate technical information in manner understandable to all levels of clients.
  2. Assertive, with excellent interpersonal communication skills, verbal and written
  3. Analytical, detail oriented and committed to accuracy
  4. Ability to analyze coverage and forms
  5. Strong decision making skills
  6. Consistent dependability / availability; excellent attendance record
  7. Highly organized – ability to work on multiple projects simultaneously with frequent interruptions and changing priorities.  Ability to report current status of items on immediate basis
  8. Ability to work well in a team environment
  9. Ability to present information in one-on-one and small group situations to internal and/or external clients.
  10. Excellent work habits - detail oriented, works accurately, follows specific instructions
  11. Excellent prioritization skills - sense of urgency
  12. Creative problem solver
REQUIRED EDUCATION AND EXPERIENCE
  1. Current Washington State Insurance License or in process of getting licensed
  2. High school diploma or equivalent
  3. Minimum three (3) years recent agency experience handling the service of multi-line commercial lines book of business
  4. Working knowledge of MS Office (Word, Excel, Outlook)
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