Tribal Account Manager – Insurance

Role Overview

• 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 (Preferred)

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.