How You Will Contribute:  

• 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

Licenses & Certifications:  

• Professional Designations preferred (ACSR, CIC, CPCU, CISR)

Skills & Experience to be Successful:

• 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)

• This position may require routine or periodic travel which may require the team member to drive their own vehicle or a rental vehicle.  If appropriate, acceptable results of a Motor Vehicle Record report at the time of hire and periodically thereafter, and maintenance of minimum acceptable insurance coverages will be a requirement of this position.