Commercial Lines Account Manager

This is a fully remote position, open to applicants in Washington.

📋 Description

• Support Producers with the placement of new and renewal business.

• Prepare and dispatch Future ACORD applications to the market for renewal indications, following AE/Producer instructions.

• Assist in the marketing efforts for New Business.

• Provide direct customer service assistance for commercial lines clients.

• Issue necessary documentation, such as certificates of insurance and auto insurance ID cards.

• Draft or help in drafting highly technical or sensitive correspondence.

• Capable of translating complex technical information for client comprehension.

• Compile applications, negotiate with underwriters, and prepare proposals for new and renewal business offerings.

• Reach out to clients and/or underwriters to gather additional information or address inquiries.

• Resolve policy and coverage-related issues for clients, insurance carriers, and Producers.

• Skilled at communicating unfavorable actions to clients while proposing solutions to address the situation.

• Bind or place coverage with suitable carriers in accordance with their binding authority.

• Stay informed about the company’s insurance products and offerings.

• Be aware of market developments, including product line offerings and evolving insurance consumer trends and needs when advising clients.

• Establish and maintain electronic file information in the Agency Management System, including data entry and upkeep of client and policy databases.

⛳️ Requirements

• Valid Washington State Insurance License and relevant Non-Resident Licenses.

• Professional designations such as ACSR, CIC, CPCU, or CISR (Preferred).

• High school diploma or equivalent qualification.

• 3-5 years of recent experience in an agency setting, managing the service of a multi-line commercial lines book of business as a generalist.

• Proficient in MS Office (Word, Excel, & Outlook).

• Familiarity with carrier websites (Preferred).

• Experience with AMS360 and Image Right (Preferred).

🏝️ Benefits

• 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.