Insurance Account Manager Tribal
We are seeking an experienced Tribal Commercial Account Manager for our client a leading provider of Employee Benefits Commercial and Personal Lines of Insurance. The successful candidate will play a key role in managing the insurance needs of tribal clients across industries such as trucking transportation marine healthcare and more. This position emphasizes retention growth and excellent service.
Job Responsibilities:
- Provide direct customer service to Tribal Commercial Lines clients
- Issue necessary documentation including certificates of insurance and auto insurance ID cards
- Complete applications negotiate with underwriters and prepare proposals for business estimates
- Contact clients and underwriters to obtain information or answer coveragerelated questions
- Resolve policy and coverage concerns for clients insurance carriers and producers
- Place coverage with acceptable carriers adhering to binding authority
- Maintain accurate documentation for client communications
- Crosssell and upsell coverages recommending changes to ensure enhanced protection
- Assist with Workers Compensation Analytical Reports and training as needed
Compensation and Structure:
- Base Salary: $65K $85K OTE
Desired Candidate Profile:
- 3 years of commercial lines experience in an independent agency
- Proficiency in MS Office (Word Excel Outlook)
- WA State insurance licenses
- Preferred designations: ACSR CIC CPCU CISR
- Experience with AMS 360 / ImageRight
Remote Work :
No