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Personal Insurance Account Manager I - WA

Company: Alaska USA Federal Credit Union
Location: Tacoma
Posted on: September 25, 2022

Job Description:

OverviewReports To: Personal Insurance Office Manager- Washington Primary Functions: Perform insurance support functions. Duties and Responsibilities: 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.Must have a good understanding of company underwriting rules for placement of coverage.Ability to complete all applications and enter data into database.Initiate marketing of new and renewal business.Review and respond in writing to completed renewal questionnaires.Review quotes obtained from surplus lines markets to formulate a proposal.Complete required surplus lines forms.Maintain an in-depth knowledge of insurance coverages.Perform review of the clients account to determine gaps in coverage.Cross sell other insurance products offered by the agency or credit union.Communicate orally and in writing with co-workers, clients and insurance companies regarding insurance programs.Perform other duties as assigned.QualificationsEducation: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Experience in personal computer operations, including internet and Microsoft product, intermediate use of word. Ability to communicate well orally and in writing. Must possess Property/Casualty license. Six months as a Personal Lines Customer Service Representative II or one year in a related position within the insurance industry. Ability to multi-task. Possess strong customer service skills, organizational skills. Possess good reasoning abilities. Ability to work independently with minimum supervision and as a team participant. Be able to direct work to Customer Service Representative. Must have the ability to back-up other Account Managers in periods of short absences for client contact. Must be proficient in all aspects of agency product administration. Insurance designation preferred. Tenure: Personal Insurance Account Manager I, category 12, requires six months as a Personal Insurance Customer Service Representative category 13 or one year in a related position within the insurance industry. Personal Insurance Account Manager II, category 11, requires 18 months as a Personal Insurance Account Manager I or equivalent with performance that meets or exceeds expectations. Enrollment in an insurance program, CISR, CIC or other, is preferred. Senior Personal Insurance Account Manager, category 10, requires two years as a Personal Insurance Account Manager II or equivalent with performance that meets or exceeds expectations. Must have a demonstrated grasp on Agency activities and have mastered assigned duties. Must be proficient in all aspects of agency product administration. Directly related work experience and/or accelerated training completed may be substituted for tenure. Equal Opportunity Employer *AKUSA*

Keywords: Alaska USA Federal Credit Union, Tacoma , Personal Insurance Account Manager I - WA, Executive , Tacoma, Washington

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