What are the responsibilities and job description for the Business Lines Account Manager position at Davidson & Associates Insurance Inc?

Job Description

Description :

Do you want to work for a company that is ranked #2 for “Best Places to Work in Washington” in the small business category and has been named a Best Practices Agency by the IIABA for over 10 years? We look forward to your application.

Position is part of the business lines team supporting existing business lines clients with service and sales needs. Position has daily interaction supporting and servicing a defined book of business, working with clients and carriers. Position has responsibility to effectively upsell and cross sell coverage options and additional lines of business to meet the needs of clients. Work within team environment to ensure clients are well cared for. Position success relies on strong internal and external communication, strong computer skills and knowledge of partner carrier systems.

Our agency focus is to care for our clients through education and consultation.

Our agency culture is one of developing a team of quality individuals who care for, respect and support one another, while maintaining a fun and positive environment, and providing an excellent work / life balance.

Position is primarily work from home with in-office option available if needed. Preference given to candidates within 60 miles of office but will consider all candidates who are Oregon or Washington residents.

Responsibilities

Service and manage existing commercial lines client book of business
Perform quality work within deadlines with or without direct supervision
Consult with insureds to round accounts and fill risk gaps
Use discretion and independent judgment in significant matters
Interact professionally with other employees, clients and partners
Work effectively as a team contributor on all assignments
Ability to effectively work in a remote or office environment
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations
Strengthen and enhance agency relationship with our insurance company partners

Benefits

Competitive pay to include bonuses and incentives

Work in a cohesive, high-functioning, TEAM oriented environment

10 Major holidays off, plus your birthday

Medical, Dental and Vision for employee 100% paid starts the 1st of the month after date of hire

Unlimited responsible paid time off. Managed and scheduled with team manager to confirm team coverage and client satisfaction

Ability to participate in the company 401(k) plan (with match) on the 1st of the month after 60 days from hire. 100% vested immediately

Group life and short- and long- term disability benefits start 1st of the month after date of hire

Employee Assistance Plan (EAP)

Company culture of giving back to the community and encouraging volunteer involvement

Weekends and evenings off – work / life balance

Pet-friendly office

Continuing Education – pre-approved including CIC / ARM designation

Requirements :

Washington Property and Casualty insurance license required

Prior independent insurance agency experience strongly preferred

Prior experience servicing small to mid-sized commercial accounts required and experience servicing trucking accounts strongly preferred

Detail -oriented, organized and flexible

Able to manage customer base

Experience working with insurer’s online rating and inquiry systems

Working knowledge of Applied EPIC’s agency management system strongly preferred

Strong MS office computer skills

Highly motivated, able to work independently, and eager to take on new challenges

Strong technical background

Excellent teamwork skills

Strong work ethic, able to multi-task, complete work accurately, and meet deadlines

Able to accept and give constructive feedback to team members

Demonstrated ability to follow office standards and procedures

Explain our products based on a true understanding of the clients' risk-management needs

Offer proactive solutions to fill gaps in coverage

Excellent communication skills

Ability to use discretion and exercise independent judgment

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Business Lines Account Manager

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