Commercial Account Manager
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Job Location:
Wenatchee, WA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Commercial Account Manager
Our client a leading provider of Personal Commercial and Group Benefits Lines of Insurance is seeking a proactive and autonomous Commercial Account Manager. The successful candidate will have the chance to manage the full renewal process from setting pre-renewal meetings to consulting with clients and binding policies. The role offers employer paid medical dental vision and 401k benefits.
Responsibilities
- Manage the full renewal process from setting pre-renewal meetings auditing claims & previous coverage performing policy reviews consulting with clients making policy changes re-marketing to carriers processing certificates and endorsements and binding policies.
- Work in a fully in-office role in a single office in Wenatchee.
- Online rating experience is important as well as experience using Epic.
- Experience with Safeco Travelers Nationwide etc would be helpful.
Qualifications
- 2 years experience independently Managing Commercial Accounts without supervision.
- Independent AGENCY experience (not seeking candidates with captive agency experience (Farmers Allstate State Farm American Family Insurance etc) nor Carriers / Insurance Companies nor direct writers like Sentry or Federated).
- Ideally small market Commercial Lines experience (maybe small middle market business) but Large Market experience is not necessarily a fit.
- Licensed WA Property & Casualty licenses required.
- Experience with EPIC (agency Management System) is preferred (not required).
- Must Live close to the office ideally within Wenatchee is preferred (not required).
If youre a self-starter with a knack for managing commercial accounts we encourage you to apply. This is a fantastic opportunity to join a well-established company and make a significant impact.
Key Skills
- Forecasting
- Hyperion
- Cost Management
- Construction Estimating
- QlikView
- Bus Driving
- Analysis Skills
- HubSpot
- Salesforce
- Market Research
- negotiation
- Financial Planning
