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
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 California Consumer Privacy Act prior to applying.
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