Sr. Account Manager Personal Lines

Propel is looking for an Sr.

Account Manager to join their Personal Lines team in Tacoma Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success?

If that is what you’re looking for, this is your chance to be part of an amazing organization The primary role for the Sr.

Account Manager is to maximize customer satisfaction and retention by providing exceptional customer service every day; educating our clients on risks they face; offering creative solutions to protect the things that matter most to them; and always thanking them for their business.

Responsibilities As a Senior Account Manager, you will utilize your extensive Personal Lines skills and experience to provide extraordinary service to our most valuable clients.

This work will allow you to continue a career path to Account Executive and Team Manager.

Perform all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, binders, billing, correspondence, etc, on personal lines accounts.

Respond to client inquires, incoming mail, company requests, and producer requests in a timely manner.

Proactively pursue cross-line sales and increased limits.

Perform all tasks in accordance with Propel’s and our Carriers’ standards and procedures.

Complete account summaries with our clients.

Help customers identify gaps in coverage, offer solutions, and place coverage.

Update and maintain all client files on our technology platforms.

Maintain knowledge of our carriers’ products, underwriting guidelines, and operating procedures.

Keep current with industry trends and competitive intelligence by participating in department meeting, reading company bulletins and attending webinars.

Assist in the training and development of new personal lines employees.

Qualifications Knowledge and Skills: Expertise in High-Net-Worth personal lines coverage, underwriting and rating.

Computer skills including Word, Excel, and Outlook.

Strong in learning and adopting new technologies.

Ability to work successfully in a team environment.

Ability to present complex insurance concepts in simple terms to our clients.

Dependable with a strong work ethic.

Detail Oriented is a must.

Time Management Skills-ability to continuously prioritize your work to meet critical deadlines Experience and Education: Active Agents Property & Casualty License Minimum of 5 years Personal Lines experience Experience working with High-Net-Worth clients Equal Opportunity Employment We’re an equal opportunity employer .

All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you’re a California resident, please read the California Consumer Privacy Act prior to applying.

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Keywords: Insurance Account Manager, Location: Tacoma, WA
– 98418