Brown & Brown Insurance

Tribal Account Manager – Insurance

Brown & Brown Insurance

full-time

Posted on:

Location Type: Hybrid

Location: Seattle • Washington • United States

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Salary

💰 $36 - $37 per hour

About the role

  • Provide direct customer service support for Tribal Commercial Lines clients
  • Issue appropriate documentation as needed including certificates of insurance, auto insurance ID cards, etc.
  • Compose or assist in composition of highly technical or sensitive correspondence
  • Complete applications, negotiate with underwriters and prepare proposals for new and renewal business proposals/offerings
  • Contact clients and/or underwriters to obtain additional information or answer questions
  • Resolve policy and coverage related concerns for clients, insurance carriers, and producers
  • Place coverage with acceptable carriers adhering to appropriate carriers binding authority
  • Stay current on company insurance products and offerings
  • Keep abreast of developments in the marketplace, including product line offerings, changing insurance consumer trends & needs
  • Set up and maintain electronic file information in the Agency Management System including data entry and client & policy database maintenance
  • Ability to communicate negative actions to the client, while offering a solution to remedy the situation
  • Maintain accurate and timely documentation of communication pertaining to client’s insurance program
  • Review accounts handled for adequate coverage
  • Educate, cross sell, and upsell coverages, recommending changes to insured for enhanced protection, ensuring Office Minimum Standards are being met
  • Process change requests and other coverage research issues
  • Process ICRs in compliance with Brown & Brown protocol
  • Check policy coverage and endorsements for accuracy
  • Assume full responsibility for service and administration of client accounts
  • Assist with Worker’s Compensation Analytical Reports as requested by Tribal Division Manager
  • Transact Agency Billed Policy in timely fashion adhering to Brown & Brown protocol
  • Review Aged Receivables, follows up on collection of premium payments and assist the accounting department in reconciliation of company and client accounts
  • Manage & maintain individual Washington Producer’s License by attending appropriate CE classes

Requirements

  • Three or more years of agency Lines experience managing the service of multi-line Commercial P&C license
  • Working knowledge of MS Office – Word, Excel, Outlook
  • Experience with Agency Management Software Systems (Preferred)
Benefits
  • Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer servicedocumentationnegotiationdata entrypolicy coverage reviewinsurance proposalschange request processingaccount reconciliationWorker’s Compensation reportingmulti-line Commercial P&C license
Soft Skills
communicationproblem-solvingclient relationship managementattention to detailorganizational skillscross-sellingupsellingadaptabilitytime managementconflict resolution
Certifications
Washington Producer’s License