Sr. Account Manager
Posted on Oct 10, 2024 by Alera Group
Tacoma, WA
Accountancy
Immediate Start
Annual Salary
Full-Time
Overview:
Propel is looking for a Sr. Account Manager to join their Commercial Lines team in Tacoma or Seattle! The ideal candidate has experience working a Commercial Insurance Real Estate book.
The Senior Account Manager’s primary role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service for a large/complex Real Estate book of business.
Responsibilities:
Serve as primary client service contact for multiple accounts. Primary account management responsibilities include:Prepare quality submissions to carriers on behalf of client or prospect
Review and analyze quotations received from carriers
Prepare professional and accurate proposals for presentation to clients
Prepare professional and accurate summaries for existing clients
Review endorsements for accuracy
Process premium audits and assist client in event of a dispute
Prepare certificates of insurance
Perform contract review with respect to insurance requirements
Prepare and deliver timely binders and invoices upon binding of coverage
Secure premium financing when needed
Review newly issued policies for accuracy before delivery to clients
Use company systems and procedures to maintain and prioritize workload, including work to be handled by Account Assistant
Lead monthly renewal meetings with producer and other Account Managers on the team
Maintain certifications and complete assigned training goals
Maintain current knowledge of underwriting requirements and authority outlined by each carrier
Coaching and mentorship of others
Lead/perform special projects with the advice guidance from Team Manager or Client Engagement Director
Identify and convert on account rounding and cross-sell opportunities
Qualifications:
5+ years industry experience including at least 3 years at the Account Manager level
Applicable state P&C Agents License
Industry related certifications expected
College degree preferred, or equivalent experience
Equal Opportunity Employment:
Salary Range: $95K-105K DOE
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the prior to applying.
#LI-KL1
Propel is looking for a Sr. Account Manager to join their Commercial Lines team in Tacoma or Seattle! The ideal candidate has experience working a Commercial Insurance Real Estate book.
The Senior Account Manager’s primary role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service for a large/complex Real Estate book of business.
Responsibilities:
Serve as primary client service contact for multiple accounts. Primary account management responsibilities include:Prepare quality submissions to carriers on behalf of client or prospect
Review and analyze quotations received from carriers
Prepare professional and accurate proposals for presentation to clients
Prepare professional and accurate summaries for existing clients
Review endorsements for accuracy
Process premium audits and assist client in event of a dispute
Prepare certificates of insurance
Perform contract review with respect to insurance requirements
Prepare and deliver timely binders and invoices upon binding of coverage
Secure premium financing when needed
Review newly issued policies for accuracy before delivery to clients
Use company systems and procedures to maintain and prioritize workload, including work to be handled by Account Assistant
Lead monthly renewal meetings with producer and other Account Managers on the team
Maintain certifications and complete assigned training goals
Maintain current knowledge of underwriting requirements and authority outlined by each carrier
Coaching and mentorship of others
Lead/perform special projects with the advice guidance from Team Manager or Client Engagement Director
Identify and convert on account rounding and cross-sell opportunities
Qualifications:
5+ years industry experience including at least 3 years at the Account Manager level
Applicable state P&C Agents License
Industry related certifications expected
College degree preferred, or equivalent experience
Equal Opportunity Employment:
Salary Range: $95K-105K DOE
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the prior to applying.
#LI-KL1
Reference: 203993786
https://jobs.careeraddict.com/post/96082749
Sr. Account Manager
Posted on Oct 10, 2024 by Alera Group
Tacoma, WA
Accountancy
Immediate Start
Annual Salary
Full-Time
Overview:
Propel is looking for a Sr. Account Manager to join their Commercial Lines team in Tacoma or Seattle! The ideal candidate has experience working a Commercial Insurance Real Estate book.
The Senior Account Manager’s primary role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service for a large/complex Real Estate book of business.
Responsibilities:
Serve as primary client service contact for multiple accounts. Primary account management responsibilities include:Prepare quality submissions to carriers on behalf of client or prospect
Review and analyze quotations received from carriers
Prepare professional and accurate proposals for presentation to clients
Prepare professional and accurate summaries for existing clients
Review endorsements for accuracy
Process premium audits and assist client in event of a dispute
Prepare certificates of insurance
Perform contract review with respect to insurance requirements
Prepare and deliver timely binders and invoices upon binding of coverage
Secure premium financing when needed
Review newly issued policies for accuracy before delivery to clients
Use company systems and procedures to maintain and prioritize workload, including work to be handled by Account Assistant
Lead monthly renewal meetings with producer and other Account Managers on the team
Maintain certifications and complete assigned training goals
Maintain current knowledge of underwriting requirements and authority outlined by each carrier
Coaching and mentorship of others
Lead/perform special projects with the advice guidance from Team Manager or Client Engagement Director
Identify and convert on account rounding and cross-sell opportunities
Qualifications:
5+ years industry experience including at least 3 years at the Account Manager level
Applicable state P&C Agents License
Industry related certifications expected
College degree preferred, or equivalent experience
Equal Opportunity Employment:
Salary Range: $95K-105K DOE
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the prior to applying.
#LI-KL1
Propel is looking for a Sr. Account Manager to join their Commercial Lines team in Tacoma or Seattle! The ideal candidate has experience working a Commercial Insurance Real Estate book.
The Senior Account Manager’s primary role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service for a large/complex Real Estate book of business.
Responsibilities:
Serve as primary client service contact for multiple accounts. Primary account management responsibilities include:Prepare quality submissions to carriers on behalf of client or prospect
Review and analyze quotations received from carriers
Prepare professional and accurate proposals for presentation to clients
Prepare professional and accurate summaries for existing clients
Review endorsements for accuracy
Process premium audits and assist client in event of a dispute
Prepare certificates of insurance
Perform contract review with respect to insurance requirements
Prepare and deliver timely binders and invoices upon binding of coverage
Secure premium financing when needed
Review newly issued policies for accuracy before delivery to clients
Use company systems and procedures to maintain and prioritize workload, including work to be handled by Account Assistant
Lead monthly renewal meetings with producer and other Account Managers on the team
Maintain certifications and complete assigned training goals
Maintain current knowledge of underwriting requirements and authority outlined by each carrier
Coaching and mentorship of others
Lead/perform special projects with the advice guidance from Team Manager or Client Engagement Director
Identify and convert on account rounding and cross-sell opportunities
Qualifications:
5+ years industry experience including at least 3 years at the Account Manager level
Applicable state P&C Agents License
Industry related certifications expected
College degree preferred, or equivalent experience
Equal Opportunity Employment:
Salary Range: $95K-105K DOE
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the prior to applying.
#LI-KL1
Reference: 203993786
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