Commercial Account Manager - WaFd Insurance

Responsibilities

• Manage a commercial lines book of business and assist two producers with their accounts.
• Adhere to bank policies and procedures designed to comply with Federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations.
• Manage the commercial book by ordering and reviewing renewals for accuracy, re-marketing policies, and marketing new business with contracted carriers and brokerages.
• Generate proposals for new business and renewals, issue certificates and evidences, report losses, and follow up with clients.
• Document electronic files completely and thoroughly, utilize agency’s latest technology to perform tasks, invoice policies when necessary, and review and process audits.
• Experience in all aspects of servicing commercial accounts (billing, endorsements, certificates, etc.) as well as marketing both new business and renewals.

Requirements

• Three years of Commercial Insurance experience in both sales and servicing of commercial accounts.
• P&C Insurance License preferred, but not required.

Qualifications

• Experience in all aspects of servicing commercial accounts (billing, endorsements, certificates, etc.) as well as marketing both new business and renewals.

Skills

• Commercial Lines Account Management
• Insurance Sales and Servicing
• Bank Policies and Procedures Compliance
• Technology Utilization

Benefits

We are committed to providing all employees with the following benefits:

• Paid time off for vacation, sick days and holidays
• Health insurance
• Stock options
• Bonus programs
• 401(k) plan
• Paid Parental Leave
• Life and AD&D insurance
• Long-term disability
• Tuition Reimbursement
• Employee assistance programs
• Pre-tax health and dependent-care spending plans

WaFd Bank Benefits Summary - Click here for more information