Commercial Lines Account Manager
Patriot Growth Insurance Services, LLC
full-time
Posted on:
Location Type: Office
Location: Pasco • Washington • United States
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Salary
💰 $24 - $32 per hour
About the role
- Quoting of new customer policies, manage remarketing, review, and requoting of renewals, ensuring thorough documentation of all actions and correspondence within the management system.
- Process and collect insureds payables, including the creation and management of premium finance agreements.
- Maintain and update account information in the management system, including coverage details and premium adjustments.
- Identify opportunities to expand client portfolios by recommending additional insurance products to round out accounts.
- Review and process policy endorsements and cancellations promptly and accurately.
- Handle certificate processing and mortgagee change requests to maintain compliance and customer satisfaction.
- Review and respond to underwriting memos, coordinating with underwriters to resolve outstanding issues.
Requirements
- Experience in the Property and Casualty Insurance industry, specifically in commercial lines account management (Preferred)
- Active Property & Casualty Insurance License (Preferred)
- A customer-oriented, motivated, and proactive attitude with strong verbal communication skills
- Ability to manage multiple tasks and work efficiently in a busy environment
- Highly organized with attention to detail and the ability to meet various deadlines
- Willingness to go above and beyond to ensure client satisfaction
- Proficiency in using software systems, including Customer Relationship Management (CRM), Microsoft Office 365, including Outlook and OneDrive.
- Have a sales mentality.
- Driven by goals with the desire to supplement income through making new professional relationships.
Benefits
- Medical, Dental, and Vision Benefits
- Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
- Company paid Short-Term Disability, Long-Term Disability and Group Term Life
- Company paid Employee Assistance Program
- Paid Parental Leave
- Paid holidays
- Personalized PTO
- 401 (k)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementpolicy quotingpremium finance agreementspolicy endorsementscertificate processingmortgagee change requestsunderwriting coordination
Soft skills
customer-orientedmotivatedproactivestrong verbal communicationability to manage multiple taskshighly organizedattention to detailability to meet deadlineswillingness to ensure client satisfactionsales mentality
Certifications
Property & Casualty Insurance License