Commercial Insurance Account Assistant

Established, growing, family-owned firm providing insurance and financial services to businesses and people across the Pacific Northwest seeking to add to their Commercial Lines Department. Based in Tacoma, we currently have 5 branches in the South Puget Sound. We are passionate about changing people’s views of insurance for the better by offering a unique combination of first-rate, personal service; broad market expertise; a diversity of quality products and carriers; and a fresh, forward-thinking approach to meeting clients’ needs. We believe our success rests on the capabilities and zeal of our people who share a common set of values and a desire to excel as individuals and as members of a team.

Primary Role:

1. Provide prompt, accurate, courteous service to customers, producers and company personnel.

2. Grow and develop talents and insurance knowledge to highest level possible.

3. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.

Assists in the production of new accounts and the retention of existing accounts. Provides prompt, efficient, high-quality service to designated accounts in support of Producer and/or Agency activities.

Job Functions:

· Service commercial lines accounts as assigned and requested.

· Handle day to day management of account including client and carrier requests

· Develop and maintain positive working relationships with clients and carrier partners.

· Invoice premium bearing transactions.

· Collect premiums per established agency procedures.

· Prepare account summaries as required.

· Quote online as required by carrier.

· Review all applications, quotes, policies, endorsements and audits for accuracy.

· Prepare policies, endorsements, certificates for delivery to insureds as needed.

· Prepare and process cancellations when required per agency procedures.

· Report claims to carrier and assist in claims management issues as needed.

· Maintain suspense items in a timely manner.

· Participate in seminars and classes for skill and knowledge development. Provide technical updates as appropriate and serve as resource to other agency personnel.

· Keep producer and account executive (as assigned) fully informed of all important activities on their accounts.

· Perform special projects and other duties as assigned.

Knowledge and Skills:

· Proficient in Microsoft Office (Word, Outlook, and Excel)

· Knowledge of computer systems and operations is required.

· Good listening skills and attention to detail are critical.

· Excellent interpersonal and customer service skills.

· Strong communication skills (both verbal and written).

· Professional appearance and demeanor.

· Able to work well in a team environment.

· Capable of managing multiple projects.

· Detail oriented and organized.

· High degree of self-motivation and self-direction.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• Day shift

Work Location: One location