We are a small, commercial-only P&C insurance agency on the eastside specializing across a broad spectrum of industries. We are a high-service and high-retention office, but we are low drama! We work efficiently through the day but rarely after hours and never on weekends. We are looking for a fulltime superior customer service representative with a positive “can-do” attitude. A team player is a must!
We offer a 37 ½ hour workweek and excellent benefits. Salary commensurate with experience. Medical, Dental, Vision plans. A SIMPLE IRA plan is available after two years of employment.
Key functions and responsibilities:
- Work with producer to renew accounts and pre-qualify new business according to agency standards.
- ·Search for markets that best suit our customers’ needs.
- Prepare and submit insurance applications to markets.
- Compare quotes/coverages.
- Prepare proposals.
- Keep accurate records, communications, and future calendaring within the agency management system.
- Perform general insurance tasks as necessary, such as certificates, endorsements, invoicing, and auto ID cards.
- Proofread policies.
- Willingness to assist other team members.
Required experience and background:
- Requires 5 or more years of experience as a commercial insurance CSR, preferably on the agency side.
- Possession and maintenance of P&C license within the State of Washington.
- Strong working knowledge of Microsoft applications, especially Word, Excel, and Outlook. Experience with Applied Systems TAM application.
- Ability to work independently and maintain attention to detail.
- Basic knowledge of accounting principles, especially as it relates to invoicing and cost allocation.
- Ability to communicate orally and in writing with others to explain complex insurance issues, receive and interpret complex information, and respond accordingly.
- Ability to adapt to our procedures and method of workflow.
- A proven track record of excellent customer service and teamwork skills
- Develop and maintain relationships with insurance carriers and underwriters
Job Type: Permanent
Pay: $68,000.00 - $92,000.00 per year
Benefits:
- Health insurance
- Paid time off
- Vision insurance
Weekly day range:
Work setting:
Experience:
- Commercial insurance: 4 years (Required)
License/Certification:
- Washingon State Property/Casualty licence (Required)
Work Location: In person