Tribal Account Manager - Insurance
About The Position
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking Tribal Account Manager to join our growing team in Seattle, WA! The Tribal Account Manager provides service to the agency’s customers on their Tribal commercial insurance program through various means of communication with strong emphasis on retention and growth through prompt and courteous service. How You Will Contribute: 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
- This position may require routine or periodic travel which may require the team member to drive their own vehicle or a rental vehicle. If appropriate, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages will be a requirement of this position.
Nice To Haves
- Professional Designations preferred (ACSR, CIC, CPCU, CISR)
Responsibilities
- 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
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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
