Personal Insurance Account Manager I – WA

Job Description:

Primary Functions: Perform insurance support functions.

Duties and Responsibilities:

1. Perform insurance functions necessary to support the agency to include, but not limited to, processing claims, premiums, refunds, billings, file maintenance, policy changes, new business and renewals, mid term policy changes.
2. Must have a good understanding of company underwriting rules for placement of coverage.
3. Ability to complete all applications and enter data into database.
4. Initiate marketing of new and renewal business.
5. Review and respond in writing to completed renewal questionnaires.
6. Review quotes obtained from surplus lines markets to formulate a proposal.
7. Complete required surplus lines forms.
8. Maintain an in-depth knowledge of insurance coverages.
9. Perform review of the clients account to determine gaps in coverage.
10. Cross sell other insurance products offered by the agency or credit union.
11. Communicate orally and in writing with co-workers, clients and insurance companies regarding insurance programs.
12. Perform other duties as assigned.