Job Description

Commercial Account Manager

Our client, a leading provider of Personal, Commercial and Group Benefits Lines of Insurance, is seeking a proactive and autonomous Commercial Account Manager. The successful candidate will have the chance to manage the full renewal process, from setting pre-renewal meetings to consulting with clients and binding policies. The role offers employer paid medical, dental, vision, and 401k benefits.

Responsibilities

• Manage the full renewal process from setting pre-renewal meetings, auditing claims & previous coverage, performing policy reviews, consulting with clients, making policy changes, re-marketing to carriers, processing certificates and endorsements and binding policies.
• Work in a fully in-office role in a single office in Wenatchee.
• Online rating experience is important, as well as experience using Epic.
• Experience with Safeco, Travelers, Nationwide, etc would be helpful.

Qualifications

• 2+ years experience independently Managing Commercial Accounts without supervision.
• Independent AGENCY experience, (not seeking candidates with captive agency experience (Farmers, Allstate, State Farm, American Family Insurance, etc) nor Carriers / Insurance Companies nor direct writers like Sentry or Federated).
• Ideally, small market Commercial Lines experience (maybe small – middle market business) but Large Market experience is not necessarily a fit.
• Licensed WA Property & Casualty licenses required.
• Experience with EPIC (agency Management System) is preferred (not required).
• Must Live close to the office, ideally, within Wenatchee is preferred (not required).

If you're a self-starter with a knack for managing commercial accounts, we encourage you to apply. This is a fantastic opportunity to join a well-established company and make a significant impact.