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Account Coordinator – Employee Benefits – $40,000

Location: Seattle, WA

We have an excellent opportunity available, for someone to join one of the largest independent insurance brokerage firms in the nation. The Account Coordinator will provide client support at the direction of the Account Managers and Producers.

 

Job Responsibilities

  • Data entry and spreadsheet preparation, including employee assistance programs, COBRA services, Flexible Spending Accounts, etc.
  • Respond to client inquiries on billing, eligibility and benefit issues.
  • Review Summary Plan Descriptions and Contracts for accuracy and prepare correspondence documenting necessary changes.

 

Qualifications

  • 1 – 2 years of Independent Brokerages Experiences, or 4 – 5 years of experiences in Captive Agencies
  • Licensed
  • Ability to read and interpret carrier proposals, Agency policies and procedures, and safety rules.
  • Develop benefit comparisons for marketing presentations.

 

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Commercial Lines Account Manager – $55,000 – $75,000

Location: Bothell

Our client is a premiere Insurance brokerage who specializes in Group Benefits, Commercial & Personal Lines. Well known for being one of the largest worldwide brokers, they have a history of long-term employee retention, and a team structure that provides for growth potential. Managers act like mentors and are invested in your success. There is on-going training, plenty of room for growth and promotions for those hungry to challenge themselves!

In this position you will be responsible for supporting multiple producers, working with two Account Managers and acting as a liaison between the company and their clients.

Job Responsibilities

  • Manage an existing client book greater than $3 Million
  • Correspond with clients and maintain strong relations
  • Communicate with companies / wholesalers
  • Bind quotations, review, process and invoice policies
  • Prepare policy schedules and premium breakdowns
  • Order, review and invoice Endorsements
  • Cross-Selling / Marketing and Follow-up

Candidates should have:

  • Active WA Property & Casualty License
  • Must pass a drug screen and criminal background
  • Aptitude and attitude to work in a small business environment.
  • Experience working with MS Excel (pivot tables, charting & V-lookups)

Candidates who meet these qualifications are highly encouraged to apply!
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Account Manager – Employee Benefits – $65,000

Location: Seattle

We have an excellent opportunity available, for someone to join one of the most unique Insurance companies here in Seattle. This person will report to the Director of Sales and work within the Employee Benefits Division. We are looking for an ambitious, career minded individual who will enjoy working in an environment that allows casual dress, a 4 day work week and offers a beautiful view of the water. This positon is designed for growth. This person will work with the team and help by managing the CRM, inputting census information, acquiring quotes, working with customers and offering their inputs and insights on how to shape the future of the department.

 

Job Responsibilities

  • Input Census Information
  • Acquire and prepare quotes
  • Provide solutions to customer issues and inquiries
  • Work with Internal team to help shape the future of the department

 

Qualifications

  • Bachelor’s Degree
  • 3+ years’ experience working in Health benefits or related field
  • Career-Minded Individual looking to grow
  • Able to work effectively within a team environment

 

#GlassDoor

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BUSINESS DEVELOPMENT EXECUTIVE – $110K

Location: SEATTLE

Are you an experienced benefits producer?  Do you wish you could do more than a “Box A” or “Box B” choice for your clients? Are you looking for a professional, unselfish team culture? If so, this excellent career role is for you!

Find and gather new clients for this rapidly growing provider of quality employee benefits. Use your experience and knowledge to strategically and consultatively help them with custom plans that truly meet their needs. Truly serve them by going beyond the prepackaged plans that are the norm elsewhere.

Note that this role is open due to expansion – not turnover. You’ll enjoy building your book and a team environment that is truly collaborative, creative, and helpful.

Compensation begins with a generous guarantee and a no-limits incentive structure. Six-figure income is the norm for this role. You’ll also like the competitive benefits and expenses.

 

Job Responsibilities

  • Find and bring in new client companies
  • Consultatively find their employee benefit needs
  • Design custom plans that meet those needs
  • Learn and adapt to market needs, products, and trends

 

Qualifications

  • Employee benefits producer experience
  • Significant knowledge of the widespread benefits marketplace
  • Solution-minded, creative, service-oriented
  • True team player

 

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(Insurance) Sales Representative – $40,000 Base Salary Plus Commission!

Location: Everett

We are in the market to add a Sales Representative for a well-known Insurance client of ours in Everett.

Our client owns and operates an excellent insurance agency and due to growth, is looking to expand a thriving team.

In this role you will be responsible for fielding incoming calls, managing accounts, sales, new business development and working with existing clients. Customers will want to make claims, adjust coverage, ask questions and add new policies. Providing a superior level of customer service is your highest priority.

Client lives are ever changing and coverage needed to be added and adjusted to fit their needs.  They may have bought a new car and are not aware of gap coverage, added a new member of the family and now want life insurance, or may just be completely unaware of a policy that may benefit them.

Company is offering a competitive base salary, $40,000 (doe) a benefit plan option and annual bonuses and reviews.

We are looking for someone who enjoys interacting with customers, sales and is a critical thinker. This agency serves a thriving community and puts a focus on providing the best possible customer service.

 

Candidates should have: 

  • Interest in developing a career within the Insurance industry
  • P&C Insurance license preferred (But not required)
  • 2-5 years In a professional sales capacity
  • Experience in insurance is preferred but not necessary ( Client is willing to train and license)
  • High attention to detail
  • Ability to work in a fast paced environment

 

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Customer Service Representative – $15.00/hr

Location: Lynnwood

Full-time, Hospital, Medical , Dental and 401k provided.

We are currently seeking a Customer service representative for our Lynnwood office. This is a full time position, and offers a Monday through Friday work schedule. Qualified candidates will be able to work in a high paced environment, and have between 1 and 3 years’ experience in a customer service capacity.  This individual will be responsible for fielding incoming calls, updating and making changes to current customer’s accounts, offering additional products and services unique to the customer’s needs, and act a liaison between the customer and sales team.  Company is offering a competitive hourly wage of $15.00 an Hour plus bonuses and full benefit package. Candidates must have a clean criminal background as well as a good credit history in order to obtain this position. Spanish speaking and collections experience is a huge plus but not necessary.  This is an urgent need and we encourage all qualified job seekers to apply!!!

 

Qualifications:

  • High School Diploma or GED
  • Able to pass a credit check
  • Previous Customer Service Experience

Benefits:

  • Medical, dental, vision, and life insurance
  • 401(k)
  • Professional development and training
  • Promotion from within
  • Paid vacation and sick days
  • Competitive wage

 

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Account Manager – Commercial Lines – $55,000

Location: Lynnwood

Our client is a Mid-Sized growing regional Insurance brokerage who specializes in Group Benefits, Personal and Commercial Lines. Well known as a growing local broker, they have a history of long-term employee retention, and a team structure that provides for growth. Managers act like mentors and are invested in your success.

There is on-going training, plenty of room for growth and promotions for those hungry to challenge themselves! In this position you will be responsible for supporting multiple producers, acting as a liaison between the company and their clients for service and renewals.

The book is comprised of mostly small business policies, great for someone with some experience in Commercial insurance. Lots of bars, taverns, restaurants, auto, wealth management companies, etc.

Job Responsibilities


  • Manage a Small Market book
  • Correspond with clients and maintain strong relations
  • Communicate with companies / wholesalers
  • Bind quotations, review, process and invoice policies
  • Prepare policy schedules and premium breakdowns
  • Order, review and invoice Endorsements

Qualifications:


  • Active WA Property & Casualty License
  • Experience with General Commercial policies
  • Ability to maintain productive & accurate workflow in a high demand environment
  • High level of energy with positive, can-do attitude
  • Projects a professional image in action and appearance
  • Excellent communication skills, both oral and written

 

#GlassDoor

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Commercial Lines Account Manager – $55,000 – $75,000

Location: Bothell

Our client is a premiere Insurance brokerage who specializes in Group Benefits, Commercial & Personal Lines. Well known for being one of the largest worldwide brokers, they have a history of long-term employee retention, and a team structure that provides for growth potential. Managers act like mentors and are invested in your success. There is on-going training, plenty of room for growth and promotions for those hungry to challenge themselves!

In this position you will be responsible for supporting multiple producers, working with two Account Managers and acting as a liaison between the company and their clients.

Job Responsibilities

  • Manage an existing client book greater than $3 Million
  • Correspond with clients and maintain strong relations
  • Communicate with companies / wholesalers
  • Bind quotations, review, process and invoice policies
  • Prepare policy schedules and premium breakdowns
  • Order, review and invoice Endorsements
  • Cross-Selling / Marketing and Follow-up

Candidates should have:

  • Active WA Property & Casualty License
  • Must pass a drug screen and criminal background
  • Aptitude and attitude to work in a small business environment.
  • Experience working with MS Excel (pivot tables, charting & V-lookups)

 Candidates who meet these qualifications are highly encouraged to apply!

#GlassDoor

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Account Manager – Commercial Lines – $50,000

Location: Tacoma


Our client is a well-known broker, with a history of long-term employee retention, attractive company culture and a team structure that provides for both career and financial development.

In this position you will be responsible for supporting multiple producers, acting as a liaison between the company and their clients for service and renewals.

Job Responsibilities

  • Manage a book of Small & Mid-Market clients
  • Correspond with clients and vendors, maintaining strong relations
  • Bind quotations, review, process and invoice policies
  • Prepare policy schedules and premium breakdowns
  • Order, review and invoice

Qualifications:

  • Active Property & Casualty License
  • Experience with General Commercial coverages
  • Must pass a drug screen and criminal background
  • Aptitude and attitude to work in a small business environment.

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Group Health Benefits Analyst – $45,000

Location: Seattle

Do you love numbers, charts, graphs and problem solving?

Group health benefits has been a hot topic for the past few years. With all the changes in the health care laws, more and more employers are exploring the idea of a self-funded insurance plan. A self-funded insurance plan can potentially save them money and allow them to anticipate future costs as plan premiums tend to rise year after year.

Our client, a large insurance broker, is a leader in the industry and has opened up a position for someone with advanced skills in Microsoft Excel.

You will be a key player in working with some of their largest accounts. In this position you will receive data and be expected create an excel model that charts and tracks costs of premiums, analyzes risk and estimates potential savings. You should be able to write formulas, manipulate pivot points and be confident in your ability to quickly learn in area where you may not be proficient.

In this role you will be attending some very high profile and important meetings. You will be interacting with CEO’s and CFO’s of mid-sized and large companies and go on joint calls with some of the senior producers.

The president develops people, not positions. This position could develop into several different directions as you learn the industry and become more comfortable in the role. It is a great opportunity to get your foot in the door with a growing industry and a very stable and well-known company.

 

Job Responsibilities

  • Create excel spreadsheets, charts and graphs using confidential client data
  • Attend joint sales calls and interact with company CEO’s and CFO’s
  • Manipulate data and find cost effective solutions for clients
  • Be a good student

 

Candidates should have:

  • Bachelor’s degree in Mathematics, Statistic, Finance or Business
  • Advanced Knowledge of Microsoft Excel
  • Comfortable and confident in Social Interactions
  • A desire to be in a long term career oriented role

 

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