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Private Client Insurance Junior Account Manager

Expired Job

Insurance Resourcing Seattle , WA 98101

Posted 3 months ago

If you have your P & C license and a couple of years working as an account manager at an independent agency and feel like you would like to start working with High Net worth Clients in a more consultative role, my client would like to talk to you!

My client is an independent insurance agency in downtown Seattle, WA. They have an excellent reputation for handling their clients with velvet gloves and being a trusted advisor, not just a pushy sales person.

Many of their Personal Lines clients also insure their businesses with the firm. These are prized VIP clients that expect 1st class service and attention to detail at all times.

This book of business is their "small" accounts book. Premiums will be up to $10,000/year on average.

You will be doing account reviews to make sure that their risk program has no gaps in coverage, adequate policy limits, and is current with their scheduled property and vehicles. The job will be a mix of in-house and some face to face client meetings to do account reviews. Goal is to round out the account and help to develop a solid risk strategy making sure that all property is covered especially unique items such as art and jewelry. You will also handle daily service requests such as certs and endorsements.

The agency uses AMS360 and is paperless. Proposals are done with MS office.

This is a Mon to Fri full time permanent role with full benefits, ORCA card, and they are right on the bus line. The office dresses professionally, not in jeans.

Candidates need to be extremely accurate, fast on the computer, able to communicate clearly without errors in writing and on the phone, and be able to retain info to quickly prioritize as needed. A WA P & C license is required.

This is a rare opportunity to work in the high net worth space.

To apply, email your resume or call 425-298-0278. Interviews are starting next week and the client is looking to hire ASAP. Job is only open due to a relocation out of area.



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Private Client Insurance Junior Account Manager

Expired Job

Insurance Resourcing