Account Manager - Middle Market Personal lines - Now Hiring

 

Propel is looking for an Account Manager to join their Personal Lines team!

 

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?  

 

If that is what you’re looking for, this is your chance to be part of an amazing organization!

 

The Account Manager’s main role is to ensure customer satisfaction and client retention by delivering timely, consistent, and quality service. 

As an Account Manager, your primary client service focus will be for high-volume low-touch small personal lines accounts. This work will allow you to continue a career path to Sr. Account Manager, Account Executive and Team Manager.

• Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, binders, billing, correspondence, etc. on personal lines accounts.
• Respond to client inquires, incoming mail, company requests, and producer requests in a timely manner.
• Identify and convert on account rounding and cross-sell opportunities.
• Perform all tasks in accordance with Propel’s and our Carriers’ standards and procedures.
• Maintain current knowledge of underwriting requirements and authority outlined by each carrier.
• Learn and maintain knowledge of each Carrier’s Service Center Platform.
• Help customers identify gaps in coverage, offer solutions, and place coverage.
• Update and maintain all client files on our technology platforms.
• Maintain knowledge of our carriers’ products, underwriting guidelines, and operating procedures.
• Keep current with industry trends and competitive intelligence by participating in department meeting, reading company bulletins, and attending webinars.  
• Use company systems and procedures to maintain and prioritize workload, including work to be handled by Account Assistant.
• Perform other duties as assigned by Team Manager.

Knowledge and Skills:

• Strong oral and written communication skills.
• Solutions oriented toward delivering services.
• Demonstrated proficiency in MS Office:  Word, Excel, Outlook.
• Agency Management System Experience.  AMS Sagitta and ImageRight preferred.
• Strong technical coverage knowledge of personal lines.
• Strong work ethic – timely follow-up, team oriented, proactive, detail oriented, and dependable.
• Ability to work independently.

 

Experience and Edication:

• 2+ years industry experience.
• Applicable state P&C Agents License.
• Industry related certifications expected.
• College degree preferred, or equivalent experience.

 

Salary Range: $55,000 to$65,000 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.

 

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PandoLogic. Keywords: Insurance Account Manager, Location: TACOMA, WA - 98418