- Correspond with new and existing clients via phone and email, supporting a positive client experience by using effective communication, being highly responsive, and addressing issues swiftly and prudently.
- Provide policy reviews, offer coverage recommendations and build tailor-made policies for new and existing clients.
- Be your clients' go-to for insurance-related questions by being an expert in carrier coverages and processes, and by keeping up-to-date with industry changes.
- Escort clients through insurance procedures, liaising between client and carriers and work in conjunction with Assistant Account managers to process: claims, policy changes and cancellations, payments, renewals and endorsements, certificates and other insurance requests.
- Maintain complete client and policy history in our Agency Management System software (Newton) adhering to company protocol.
- Handle sensitive and confidential data with the highest level of discretion and in strict accordance with company policies and procedures.
- Licensed in Property & Casualty insurance for WA State. *Must include your WA State insurance license number with your resume & cover letter
- Minimum 3 years insurance experience, specifically with commercial/business lines
- Highly responsive & organized with proven history demonstrating hyper-vigilance in handling of sensitive data and documents
- Excellent verbal & written communication skills
- A thorough and meticulous record-keeper with acute attention to detail
- Maintain impeccable professionalism, upholding company standards in demeanor and client communication
- An empathetic communicator, able to anticipate customer needs and act proactively on their behalf
- A resourceful problem-solver: foresee possible outcomes and take ownership of resolving issues
- Proactively identify opportunities to improve processes
- Adapt quickly to new programs and technologies
- Promote cooperation, collaborating when necessary and step in to help team mates as needed
- Display an eagerness to learn and grow professionally
- Excel in time management
- Experience with Agency Management Systems/Newton
- Knowledge of Adobe
- Bilingual/Multilingual a plus
- Comprehensive Health Insurance: Offered to employee and their family members (spouse and child dependents) after a waiting period, including medical, dental and vision. Company contributes 100% of monthly premium for base plan and a portion of the top-tier plan.
- Paid Time Off: 15 days annually, accrued semi-monthly, for full-time employees
- Parental Leave
- Simple IRA Retirement Plan
- Flexible Hybrid Work Options: Company provides specific company-approved equipment and software for in-office and/or remote work.
- Professional Development Assistance: We encourage all employees to pursue continuing insurance education through paid time off for classes and by offering an education portal and fee reimbursement.
- Paid Volunteer Days: DML is deeply committed to our community and we offer several volunteer opportunities with select nonprofits throughout the year.
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Commercial Lines Account Manager - Seattle, United States - DML Insurance Services, Inc.
Description
Job description
*This position requires a valid WA State Insurance Producer License : Property & Casualty Lines in order to apply.
Who we are:
Founded in 2004, DML Insurance is a progressive and independent Seattle-based insurance agency serving all of Washington State and licensed in 25 additional states nationwide.
Over the last two decades, we have expertly curated a team who are committed, creative and passionate advocates for our clients and our communities. At DML, giving back is a priority and a privilege.
We offer Business Insurance covering: property, cyber security, general and professional liability and other lines, Personal Insurance covering: home, renters, flood, earthquake, auto, umbrella, boat, and much more. And because our four-legged friends are also family, we offer Pet Coverage, too.
We're currently looking for an exceptional Commercial Lines Account Manager to join our dynamic team and support our growing clientele.
Job Summary:
As a Commercial Lines Account Manager, you will engage regularly with your client portfolio, fostering relationships and acting as their advocate, effectively guiding them through their insurance journey from the onboarding process and on. You will nurture relationships with existing clients and usher new clients into the DML portfolio, offering them an exceptional client experience along the way, adhering to our Company's Mantra: "We treat each of our clients as if they were our only one". You will be servicing a diverse book of business from small to large businesses.
After an initial training period in our Seattle, Washington office, we offer a hybrid work model.
Primary Duties:
Requirements needed to apply (Applicants without both requirements will not be reviewed)
Additional skills and qualifications needed for success at our Agency
Bonus Skills:
What we offer:
At DML we offer flexible hybrid work options to support you and your family's needs. Our office hours are from Monday through Friday 8am-5pm only. No evenings or weekends. In our office headquarters in Seattle, we boast an inviting and cozy work atmosphere in the Fishermen's Terminal centrally located in close proximity to bustling downtown Seattle, scenic Queen Anne, Fremont and Magnolia. We understand the importance of work-life balance so while we work hard, we also offer generous paid time-off in addition to time off in observance of most federal holidays.
In Addition, we offer the following benefits:
Equal Opportunity Policy Statement
It is the policy of DML Insurance Services, Inc. to afford equal opportunity for employment to all individuals regardless of race, color, age, religion, sex, national origin, sexual orientation, disability, or veteran status. We are bound to the policy by the fact that adherence to the principles involved is the only acceptable way of life. Therefore, DML Insurance Services, Inc. will take affirmative action to insure that we will:
Recruit, hire and promote all job classifications without regard to race, color, age, religion, sex, national origin, sexual orientation, disability, or veteran status.
Base decisions on employment so as to further the principle of equal employment opportunity.
Insure that promotion decisions are in accord with principles of equal employment opportunity by imposing only valid requirements for promotional opportunities.
Insure that all personnel actions such as compensation, benefits, transfers, layoff, return from layoff, company sponsored training, education, tuition assistance, social and recreation programs will be administered without regard to race, color, age, religion, sex, national origin, sexual orientation, disability, or veteran status.
The successful achievement of a nondiscriminatory employment program requires a maximum of cooperation between management and employee. In fulfilling its part in this cooperative effort, management is obliged to lead the way by establishing and implementing affirmative procedures and practices which will insure our objective, namely, equitable employment opportunity for all.