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Bi-Lingual - Commercial Insurance Account Manager - Tacoma

Company: Patra Corp
Location: Tacoma
Posted on: August 16, 2019

Job Description:

--------FLUENT SPANISH IS A MUST--The Commercial Lines Account Manager candidate needs to be a self-starter, well organized, highly detailed, possess excellent written and verbal communication skills as well as having a solid commercial lines insurance knowledge base and property & casualty license in this work from home position. The Account Manager serves as the primary contact and liaison with small commercial lines clients; ensures ongoing consistency as well as managing the day-to-day servicing, renewals, and new business. Our commitment is to provide positive and quality customer service in all areas, ensuring timely delivery, and accuracy of work/service provided.--Core DutiesService and manage all aspects for small commercial clients and their policiesMaintain and continue to develop client and company business relationshipsRetain and manage all policies including service center, non-service center, and surplus linesPromote growth of existing book through account roundingMarket when necessary on renewal and new businessMaintain clients / policies in agency management systemManage and coordinate processing of renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with teamInform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needsStays abreast and maintain detailed knowledge of current market conditions and technical knowledgeMaintain knowledge / understanding of technology-based tools and solutionProvide good customer serviceUse analytical and critical thinking in work processes and communication skillsMaintain a paperless workflowProtects confidentiality of informationOther duties as assigned --Minimum Requirements - Education & Experience7 to 10+ years of Commercial Lines Retail Insurance ExperienceActive Property & Casualty Insurance License----Knowledge, Skills and AbilitiesFirm working knowledge of commercial lines coverages and servicesUnderstanding and knowledge of handling small commercial lines accountsExperienced user of Agency Management System and Electronic Document ManagementBe self-starter, creative, and problem solverMust be detailed oriented and well organizedMust have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as AdobeAbility to deliver results to clients through coordinating and managing efforts of othersAbility to resolve problems independentlyWillingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available--Working ConditionsWork from homeMinimum internet speed of 6 mbps download and 3 mbps upload; no satellite------Compensation--Competitive Salary / Benefits / PTO ----Physical Requirements*Constantly perform desk-based computer tasksFrequent sittingOccasionally stand/walk, writing by hand, use of telephone, lift/carry/push/pull objects that weigh 11-20 poundsSort/file paperwork, rarely twist/bend/stoop/squat--* Consistent with its obligations under the law, the Patra Corp will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job.------Work StandardsInterpersonal Skills: Demonstrates the ability to work well with Patra colleagues and clients and with external organizationsPromotes Culture of Respect & Safety: Demonstrates commitment to personal responsibility and value for safety and respect; communicates concerns; uses and promotes safe respectful behaviors based on training and lessons learnedSubject to and expected to comply with all applicable Patra Corp policies and procedures--------

Keywords: Patra Corp, Tacoma , Bi-Lingual - Commercial Insurance Account Manager - Tacoma, Executive , Tacoma, Washington

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