Now Hiring - Commercial Lines Account Manager in Kirkland, WA

Commercial Lines Account Manager

About Shinstrom & Norman Insurance Agency (SNI)

Shinstrom-Norman (SNI) is a 3rd generation family operated Insurance Brokerage, based in Kirkland and serving the Eastside and Greater Seattle area, since 1912. SNI is a community driven agency and strives to provide excellent customer service while maximizing product and service value. If you are tired of the “rat-race” of high-pressure “Downtown” insurance brokerages, come check out our agency. Shinstrom & Norman is a career opportunity, and we take care of our team. Come join our family.

Job Description

The Account Manager will be the day-to-day liaison between the Agency, insurance company and clients. Providing exceptional service to existing clients and supporting new business opportunities.

Working in partnership with the Principals, the CLM will aid new business fulfillment: including securing underwriting information, marketing account to carriers, applications and consultation with prospect insured to secure the bound policy.

Daily servicing of clients will include addressing various coverage issues and handling all the inside service work associated with the clients’ account. This includes all endorsement activity, routine coverage questions, problem solving, renewals, checking and binding of policies.

If you have experience as Commercial Lines Representative and want to make good money & great benefits, while working for in a lower-pressure Commercial agency environment, then SNI may be for you. Our clients develop long term relationships with our Agency and Staff.

Responsibilities include, but not limited to:

· Build and maintain relationships with clients.

· Provide consistent, accurate, and timely communication to clients through, verbal and electronic correspondence.

· Process daily incoming email, and phone requests, responding promptly and appropriately.

· Awareness and in-depth knowledge of current marketplace for account placement including, coverage enhancements, price negotiation, forms, policy terms, etc.

· Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic file accordingly.

· Orders and issues binders, certificates, policies, endorsements, and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.

· Performs review and audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.

· Handle cancellations with care, and acts to save accounts.

· Renew and re-market accounts as needed in conjunction with agency standards.

· Maintain client files in agency management system and use AMS for processing all transactions.

· Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures. Must update the Agency Management System accordingly using the provided guidelines.

· Provide technical support to Affiliates and insureds (coverage-wise, with proposal, suspense, items etc.) to help clients.

· Other duties as necessary.

Requirements

· Proficiency in insurance forms and coverages with working knowledge of complex coverage issues and current insurance marketplace.

· Proficient computer skills particularly with Word, Excel, Power Point and agency management systems.

· Excellent interpersonal communication skills, verbal and written.

· Well organized. Ability to prioritize and self-manage work load. Detail oriented

· Be Professional -A licensed Washington State insurance agent is REQUIRED

· At least 5 years of Commercial Lines sales/customer account management.

Benefits

· Salary + Commission opportunities.

· Excellent Compensation Package including: Medical, 401(k) plan

· 35-hour work week, with Vacation.

· Total Benefits package, negotiable based on Experience.

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus pay

Weekly day range:

• Monday to Friday

Work setting:

• In-person

COVID-19 considerations:
Individual desks isolated by greater than 6 feet, so masks not required at desks. Following WA/CDC office guidelines.

Experience:

• Commercial Lines: 3 years (Required)

License/Certification:

• Insurance Producer License (Required)

Work Location: In person