Personal Lines Junior Private Client Account Manager

Company:
Insurance Resourcing
Location:
Downtown Seattle
Salary:
$55K to $65K
Description:

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 and really develop your personal lines coverage skills.

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278. Interviews are starting next week and the client is looking to hire ASAP.

Insurance Sales/Service rep: Salary and monthly bonus

Company:
Insurance Resourcing
Location:
Mill Creek, WA
Salary:
$48,000 to $50,000 + monthly bonus

Description:

Are you interested in working for a solid established insurance agency with stable Mon to Fri hours/no weekends, with salary plus bonus, benefits, and vacation?

If you have your P & C license (L & D is a plus), are a good at building customer relationships, have stable insurance work history, and want to work in a consultative setting, my client wants to talk to you.

My client is a well-established insurance agency and has been around for 40 years. They are conveniently located in the Mill Creek, WA area and are close to public transportation. The owner is growing and wants to add an experienced inside sales/service agent to the team. This is NOT an entry level role. Compensation consists of a base salary (DOE) and generous bonus program. This is a W2 position, not a 1099. You will not be cold calling or going door to door. You will work with established policy holders, do account reviews, and add new lines of coverage as needed. You will be selling/servicing all personal lines policies: auto, home, umbrella, RV, boats, jet skis/water toys, and life/financial products.

This is a nice, family-friendly office. Hours are Mon to Fri 8:30 to 5:00 pm. This is a full time, permanent role and he provides benefits with a generous PTO of up to 160 hours in a 12 month period. There is also a profit sharing program.

Successful performance should earn you a monthly bonus of $600 to $800 or more on average in addition to your base salary. This agent pays some of the highest first year commission splits in the area across all coverage lines.

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278.

Subcontractor Insurance Risk Coordinator

Company:
Insurance Resourcing
Location:
Seattle
Salary:
$60,000 to $68,000
Description:

If you know have worked in a construction company office, have experience working with subcontractor insurance/compliance, know how to read and interpret insurance certificates, and understand the nuances of Subcontractor Default Insurance, my client wants to talk to you!

My client is a large General Contractor located in Seattle, WA. They have a very supportive management culture with solid career path progression opportunities. They offer very affordable benefits for you and the family as well as free downtown Seattle building parking pass (worth over $200/mo) or an ORCA card based on your commuting needs. They also offer a generous 3 weeks of PTO along with regular observed holidays, tuition reimbursement, and 401K with match. This is a full time, Mon to Fri in-office role with very flexible hours with starting times as early as 6 am if needed for commuting purposes.

About this role:

The Subcontractor Risk Coordinator is responsible for coordinating all subcontractor activities, to include implementation and monitoring of performance against defined targets, and the collection and review of Subcontractor Certificates of Insurance. This is NOT an entry level role. You must have experience doing insurance certification and compliance work with subcontractors at a construction firm to be considered for this position.

Here’s what your day will look like:

    • Administrate the subcontractor pre-qualification process with our project teams by collecting pre-qualification criteria
    • Maintain a subcontract risk log and coordinate with the project risk management team.
    • Collect and maintain various logs to monitor subcontractor financial health and their associated risk to the GC.
    • Coordinate, track and manage subcontractor insurance on multiple projects.
    • Review, analyze, and track subcontract insurance certificates and endorsements for contractual compliance for multiple projects in
      multiple states
    • Notify subcontractors and insurance agents’ in the event of non-compliance.
    • Work with Projects Teams insurance compliance items
    • Coordinates with insurance team (including members of internal Finance organization, project operations leadership, and external accounting / auditing teams) to coordinate subcontractor insurance compliance programs at a company-wide level.

What you need to be considered for this role:

  • 2-4 years of relevant construction subcontractor management experience and review of Certificates of Insurance.
  • 1-2 years of contract administration is helpful
  • Understanding of insurance fundamentals as well as knowledge and fluency with insurance products and terminology and SDI.
  • Excellent written and verbal communication skills.
  • Proficiency with Microsoft Office: Excel, Word, and PowerPoint.
  • Exceptional interpersonal, written and verbal communication skills.
  • High Attention to detail and the ability to meet deadlines and move quickly from task to task
  • High client service ethic
  • Knowledge of and experience with Sage 300 is a plus.
  • Knowledge of Accounting principles a plus.
  • Construction industry experience strongly preferred
  • Experience with MyCOI (a certificate tracking program) is a huge plus, but not required

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278. Out of state candidates who will be living in Seattle by Jan 1st are encouraged to apply. Relocation expense is not provided. The client would like to hire ASAP or right after the holidays.

Personal Lines Account Manager

Company:
Insurance Resourcing
Location:
Everett, WA
Salary:
$45,000 to $50,000

Description:

Do you live in the Everett area, have your P & C license, love account management, and are tired of driving close to an hour everyday just to get a decent salary? If you are thinking that it would be nice to add at least an hour a day back into your life, my client wants to talk to you.

My client is a growing independent insurance agency located in Everett. They are looking for an experienced licensed insurance rep that has the golden touch with customers.

They offer a good salary with full benefits. This is a full time in office role with Mon to Fri hours.

Job overview:

Personal Lines Account Managers are the cornerstone of the personal lines services team. This position answers all inbound personal lines service calls. They perform service work for customers including but not limited to: adding/deleting/replacing vehicles, changing coverage’s, adding/deleting lien-holders and mortgagees, answering billing questions, verifying insurance, taking payments, and handling other insurance questions as appropriate to service customers.

Your day will look like this:

Personal Lines Account Manager will handle customer service requests in a professional and knowledgeable manner. They will determine all impacts/needs associated with the service request, including impacts to other coverage’s or policies. During routine service contacts, they will also use their knowledge to identify any coverage gaps associated with a customer’s request and educate the customer on ways to mitigate their risk.

The Account Manager will document all contacts, maintain customer records and files in a professional manner, and update customer information as appropriate for accuracy. They will maintain effective and timely follow-up systems and verify transactions with customers. They will effectively utilize technology to perform assignments and requests. Additionally they will use knowledge of personal lines products, carriers, and agency and carrier rules to service customers effectively. Additional responsibilities could include drafting and sending correspondence, and other tasks of a service nature and other duties as assigned.

In addition to inbound service calls, the Account Manger performs service activities to support their team and their manager or others, consistent with the responsibilities outlined above.

What you need to have to be considered for this role:

• Licensed in Washington for Property and Casualty

• 3-5 years Agency experience; captive or direct writer okay

• Excellent communication skills; verbally and written.

• Detail oriented and able to maintain compliance standards.

• Must be dependable, provide timely response, and complete of work activities.

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278. The client would like to hire by Oct 1st.

Commercial Insurance Associate Account Manager

Company:
Insurance Resourcing
Location:
Bellevue, WA
Salary:
$50,000 to $65,000

Description:

Are you ready to take the next step in your commercial insurance career, but your current agency isn’t promoting you? If you answered “YES”, then check out this new opportunity. This new position is open due to a recent internal promotion!

This is a great “2nd” service insurance job. The client is a well-respected large independent brokerage. You will work as the right hand on a one-one-one desk for a Senior Commercial Lines Account Manager on the Real Estate team. The position is designed to provide you mentoring and support to help you advance your commercial insurance coverage knowledge, work on larger complex accounts, and continue working towards your insurance designations such as your CISR, CPCU, or CIC. It is an excellent stepping stone allowing you to gain all of the skills to promote into an Account Manager role in the future.

The company offers a great salary, benefits, and commitment to ongoing education and paid continuing education. You will be working on Sagitta in a paperless team setting. The firm is very involved with community charity/giving and they are striving to give their employees great work/life balance including the ability to work from home one day/week once training objectives have been met.

Specific responsibilities include:

Provides direct support to the Commercial Account Managers. Key responsibilities include the accurate and timely issuance of certificates of insurance and maintenance of certificate files, management of databases to include policy information and coverage specification information. Individuals in this role will order, check and process endorsements as well as conduct audits, prepare data sheets for renewal marketing and prepare invoices. You will also prepare loss run reports, order insurance books. These accounts are middle market risks ranging from $25,000 revenue or greater.

The position requires at least 2 years of either personal or commercial lines service experience in a brokerage, strong Excel and Word skills. Soft skills needed include strong written and verbal communication skills, accuracy, timeliness and ability to work quickly with a sense of urgency and be good with deadlines and multiple priorities. A WA P & C license is required.

So if you feel like your career has stalled out and there is no clear path to promotion, this is the opportunity you have been looking for!

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278.

Construction Insurance Assistant: Entry Level College Grad Program

Company:
Insurance Resourcing
Location:
downtown Seattle
Salary:
$38K to $50K DOE in insurance
Description:

Attention recent grads: Are you interested in starting your insurance career in a non-sales administrative capacity where you have a salary, benefits, in-house training, and structured career growth?

My client is offering a very rare opportunity to join their Commercial Construction practice group as an Assistant Account Manager. They will pay for you to obtain your P & C license and will teach you the fundamentals of Construction Business Insurance. You will work with tenured insurance professionals who will provide mentorship and career guidance. The position is open due to promotion and department growth. Hours are Mon to Fri 8:30 am to 5 pm with an hour for lunch. The office has lovely downtown Seattle skyline views and they are right on the bus line. An ORCA card is also provided. Compensation includes salary, benefits, retirement, and paid licensing, and continuing education/insurance certifications. The goal of this role is to give you the necessary tools to become an Account Manager in the future.

You will go through your licensing/training class during the first 60 days, and then as your skills grow, you will have these job duties:

  • Direct contact with customers as required to service their insurance program
  • Accurate and timely issuance of certificates of insurance
  • Management of policy information
  • Processing endorsements and change requests
  • Billing
  • Ordering loss runs
  • Preparing auto ID cards
  • Other clerical tasks as required by the Account Manager or Account Executive

Candidates with a BS/BA degree are preferred. Must have strong Word/Excel and office skills, be able to work quickly/accurately, have good grammar/spelling ability, and be able to multi-task. Insurance experience is preferred, but will train the right person.

Soft skills that are needed for success include:

  • Ability to manage multiple priorities and tight timeliness while remaining detail-focused
  • Professional level interpersonal skills, including relationship-building skills with clients and co-workers
  • Excellent oral and written communication skills with the ability to communicate complex concepts clearly
  • High level analytical and critical thinking skills
  • Ability to set priorities with multiple account managers in order to meet deadlines
  • Commitment to providing best-in-class customer service
  • High level of integrity
  • Highly motivated, with positive attitude and personal initiative

The client is looking to hire ASAP and is beginning interviews this week.

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278.

Commercial Lines Account Manager

Company:
Insurance Resourcing
Location:
Lynnwood, WA
Salary:
$55,000 to $65,000

Description:

Attention Commercial Lines Account Managers: Are you tired of the long I-5 or I-405 grind into Bellevue or Seattle just to make a decent wage? Tired of paying for downtown parking or trying to find space at the park & Ride so you can make your bus on time?

My client, a Lynnwood independent insurance brokerage, is looking for a proactive commercial lines account manager to handle a mixed account book of community business. You will support some seasoned and also new producers. This is an “add to staff” role due to growth. The book is a mix of nonprofits, contractors, and other miscellaneous risks. Accounts are select to mid-size, and there will be quite a bit of new business marketing/placement. You will be supported by a commercial assistant who is shared among the team. AMS360 is used and this is a paperless office. The office is very friendly with low turnover, supportive, helpful management, and coworkers. They have a wellness program and a fun upbeat office culture. Company provides full benefits, 401K and profit sharing as well as a Christmas bonus.

This is a very visible role and requires an experienced commercial service pro who is comfortable with a producer who is not in the office a lot. You need to be resourceful and able to respond quickly and professionally to a wide range of clients.

Position requires a WA P & C license and at least 3 years of commercial account management experience managing a similar type of book. Generalist knowledge across all lines is needed. Strong computer skills and knowledge of AMS360 or similar agency management system is required.

Interviews are starting immediately and company is looking to hire ASAP to support the book growth needs.

To apply, email your resume to info@insuranceresourcing.com or call 425-298-0278.

Commercial Lines Assistant Account Manager

Company:
Insurance Resourcing
Location:
Lynnwood, WA
Salary:
$40,000 to $50,000

Description:

Are you looking to get closer to home and ditch the long tedious drive to Seattle or Bellevue, but not lose the pay that you get in King County? Ready to take the next step in your commercial insurance career?

My client is a growing Snohomish County independent retail insurance agency. They are looking to add a new Commercial Lines Assistant to their growing team. This is a large 3M premium book with lots of variety. You would be able to work on a wide range of risks while honing your processing and renewal skills for a future account manager role.

In this role you will work on a wide variety of middle market and Main Street type business risks and help with daily servicing requests as well as prepare various documents for renewals. You will do certs, endorsements, loss runs, policy checking, invoicing, data, prepare auto ID cards and do data entry into the AMS 360 system. You may also help with special client renewal spreadsheet requirements. Accuracy and multi-tasking are key to success with this position. You will be supporting two producers and one senior account manager.

The company is a really fun place to work. The culture is lively, supportive, they have monthly wellness events and holiday parties. They are a very work/life balanced and family friendly agency. They offer a nice benefits package, 401K with matching, holidays, sick time, vacation, and Christmas bonus.

Candidates need to have a P & C license, and at least 1 year working in a commercial lines support role or 2 years in a personal lines department in a support role. Proficiency in Word and Excel and strong data entry skills are required.

Company is looking to fill this role ASAP.

To apply, email resume to info@insuranceresourcing.com or call 425-298-0278.

Insurance Inside sales/customer service

Company:
Insurance Resourcing
Location:
Kirkland, WA
Salary:
$40K to $48K plus monthly bonus avg $300 to $1000
Description:

My client is a rapidly growing personal lines independent insurance agency. They have tripled in size in the last 8 years and need to hire 2 new people in their Juanita/Kirkland area office.

Your day will be a mix of inside sales quoting and customer policy service. Company uses Hawksoft and Turbo Rater along with MS office. You are a trusted advisor with a goal to help educate the customer This is all inbound phone/email work. This is a very busy office with non-stop ringing phones. You will also cross sell existing accounts to add umbrellas, home, and auto to round out the coverage package. You will help customers with policy changes, and will assist with claims advocacy when needed.

The office is very state of the art with individual offices, high tech computer equipment, and free parking. Many employees have been with the firm over 5 years. They have terrific online reviews and a very effective marketing program with many long-term customers.

The company provides paid medical/dental after 90 days, An IRA with 3% match is also available and vested in year 1. Hours are Mon to Fri 8:30 to 5 pm, parking is free and they are also on the express bus line.

Compensation consists of salary of $40K to $48K (DOE) with a monthly bonus that averages $300 to $1000 based on performance. Current staff are averaging 30 policies/month.

Background Desired:

WA P & C license strongly preferred, but company will train if you are newly licensed, but haven’t worked in an agency yet. 1 + years of insurance agency experience is strongly preferred. Direct writers are encouraged to apply.

To apply, email resume to info@insuranceresourcing.com or call 425-298-0278. Client is looking to hire ASAP and can start someone this month!

Personal Lines Insurance Admin/Customer Service Rep—Entry Level

Company:
Insurance Resourcing
Location:
Lynnwood, WA
Salary:
$18 to $20/hr.
Description:

Are you trying to break into insurance customer service, but all of the available positions require experience or a license? If you have strong admin and phone skills, my Lynnwood, WA agency insurance client will train you, get you licensed in P & C, and will give you the mentoring/coaching to help you get your insurance career started off on the right foot.

This is a rare opportunity to start at an established insurance firm, learn on the job, and build your insurance career. It is ideal for a college grad that wants to break into insurance as a career. The position is FT, permanent, with hourly wage, full benefits, free parking, and retirement plan. They have a fun and positive culture, have monthly staff events/functions, and also have a Christmas bonus.

The job is open because the current team member in this role is being promoted into account management so they need to hire a new trainee! The company is growing steadily and believes in promoting from within and training their own people from the ground floor.

You will learn the ins/outs of their agency management computer system which will allow you to learn how to set up files, input client information, and do policy checking to insure accuracy. You will also provide support for department administrative projects as well as help with billing, renewals and other service tasks to support the personal lines account managers. Once you have completed the office training, they will have you start your insurance licensing school so that you can obtain your Property & Casualty license and begin working directly with customers.

Candidates will be tested for Word and Excel version 2013, and will also complete a personality profile test prior to offer. No job hoppers please. Must have at least one office based admin/customer service job post high school with good references to be considered for this position. Local candidates with 4 year degree/or equivalent and ties to the community that can start soon are preferred.

To apply, email your resume to info@insuranceresouricng.com or call 425-298-0278. The client can hire in Dec or after the 1st of the year.