(206) 594-1126 / (855) 974-4100
careers@morelandagency.com
Personal Lines Account Manager – Pacific Northwest (Remote)
Job ID: PL- AMPNW24
About Moreland
At Moreland, we are in the business of alleviating life’s worries. We are an energetic, agile, full-service insurance brokerage committed to creating magical experiences for our customers. We are part of the Windermere family of companies which uniquely positions us for endless growth and possibility. Given our unique position and opportunity, we require a team of amazing, curious, empathetic people with a wide range of skill sets and expertise who rise to the challenge
About the Role
This is an account manager position requiring advanced communication skills, a thorough knowledge of personal lines insurance products and a passion to provide an excellent customer experience. You will manage an existing book of business of 750 clients. Your primary responsibility will be to retain these clients, account round and upsell. The placement and management of new and renewal business is expected to be conducted through prompt and courteous service while maintaining a strong emphasis on retention and growth.
While this is a remote role, candidates in the Pacific Northwest, Puget Sound area are preferred.
We are the perfect fit if you...
- are driven by competition
- are seeking an opportunity with unlimited earning potential
- are seeking a progressive work environment at a rapidly growing organization
- leverage your internal resources to assist your customers
- have a desire to help others protect their future
- are well organized and maintain a well-established follow up process
- have great verbal and written communication
- are a self-starter willing to invest time and energy to learn the technical aspects of our business
- believe in integrity and building success by developing relationships with others
Responsibilities
- Review accounts handled for adequate coverage, as well as educate, cross-sell, and up-sell coverage.
- Provide direct customer support and product advisement.
- Survey prospects to determine insurance needs, inspecting current insurance policies, risk management plans, property, products, and records
- Develop and deliver formal proposals of insurance including details of coverage, limits, deductibles, and other pertinent information
- Compose or assist in the composition of highly technical or sensitive correspondence.
- Translate highly technical information for the client's understanding.
- Courteously communicate negative actions to the client, while offering a solution to remedy the situation.
- Maintain accurate and timely documentation of communication pertaining to the client's insurance program.
- Reviews cancellations and determines reason for cancellation requests with an attempt to save client accounts, as appropriate, while maintaining the company’s financial equity.
- Follow Moreland best practices and standard operating procedures.
- Promote agency and insurance industry in the community.
- Keep informed of industry developments through review of trade press and by attending insurance carrier training meetings on new products, etc
- Build sustainable relationships by interacting in a professional and caring manner
Qualifications
- 3+ years’ account management experience in personal lines
- Proven ability to pursue and close sales
- Proficient in Microsoft Office products
- Acts decisively and demonstrates good judgment
- Strong oral and written communication skills
- Strong attention to detail with excellent time management and decision-making skills
- Intermediate acumen with AMS, CRM and comparative rating tools preferred
- Prior experience in customer service, e.g. hospitality, retail sales, preferred
Education, Licenses or Certifications
- Active Property and Casualty Insurance Producer license required
- Bachelor’s degree or equivalent combination of education and experience preferred
- Professional designation (CPCU/CIC/CISR) desirable
Key Performance Indicators
- Client Retention Rate
- Cross-Sell/Upsell Rate
- New Client Referrals
- Customer Satisfaction Score
- Policy Renewal Rate
- Accurate and Timely Policy Processing
Salary & Benfits
- Base salary plus commission
- Medical, Dental and Vision
- PTO
- Sponsorship of producer licenses and CE
- Tremendous potential to for growth in a fun, high-energy start-up environment
Required Travel: up to 5%
Job ID: PL- AMPNW24
Please reference the above Job ID number when applying for this open position with Moreland. Thank you
Moreland is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
Apply Now
Call:
(206) 594-1126
Fax:
(509) 505-5566
Email:
insurance@morelandagency.com
