Junior Account Manager - Commercial DSP

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

SUMMARY:

The Commercial Lines Jr. Account Manager will work closely with the department’s Account Managers & Account Executives to

provide excellent customer service to the agency’s clients on their commercial insurance program. The Jr. Account Manager will

assist the Account Managers (AMs) & Account Executives (AEs) with the day-to-day service responsibilities through various means of

communication.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

-Assists AMs and AEs in the placement of new and renewal business.

-Issue appropriate documentation, as needed including certificates of insurance, auto insurance ID cards, etc.

-Compile applications, and prepare proposals for new and renewal business proposals/offerings

-Contact clients and/or underwriters to obtain additional information or answer questions

-Set up and maintain electronic file information in the Agency Management System including data entry and client & policy database maintenance

-Maintain accurate and timely documentation of communication pertaining to client’s insurance program

-Review accounts handled for adequate coverage

-Process change requests and other coverage research issues

-Check policy coverage and endorsements for accuracy

-Transact Agency Billed Policy in timely fashion adhering to Brown & Brown protocol

-Review Aged Receivables, follow up on the collection of premium payments and assist the accounting department in reconciliation of

company and client accounts

-Follow established guidelines for workflow and system documentation

EDUCATION AND EXPERIENCE REQUIRED:

- Active Washington state P&C license

-2-4 years of recent agency experience handling the service of multi-line commercial lines book of business

-Working knowledge of MS Office (Word, Excel, & Outlook)

-Working knowledge of carrier websites (Preferred)

-Professional designation (ACSR, CIC, CPCU, CISR) (Preferred)

-Experience with Agency Management Software Systems (Preferred)

-This position may require routine or periodic travel which may require the teammate to drive their own vehicle or a rental vehicle. If appropriate, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages will be a requirement of this position.

COMPENSATION:

$23.00-$24.00/HOUR DEPENDING ON EXPERIENCE

#LI-JE1

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.