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PayneWest Insurance Account Manager - Personal Lines in Kalispell, Montana

PayneWest’s Personal Lines division is looking for a passionate and people-oriented service professional to develop, implement and deliver outstanding insurance and risk management customer service to our personal lines clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their client’s unique circumstances.

In your career at PayneWest, you’ll be given constant support, with a hands on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities.

  • Work with customers and carriers to handle incoming service requests. We will count on you to inform, educate, and make recommendations to clients, carriers and underwriters.

  • Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.

  • Analysis: You can determine acceptability and placement of coverage and also provide customers with insurance coverage recommendations for improved or additional coverage.

  • Update customer information: Ensure account data is accurately captured, entered and maintained in our agency management system.

  • Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.

  • Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.

  • Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.

  • You’re a client service advocate. You’re passionate about delivering an exceptional level of customer service and support.

  • You’re ready to throw all stereotypes of “insurance” out the window and challenge the status-quo.

  • You’re smart. You understand business and people.

  • You’re good with people, even on the tough days.

  • You’re team oriented. You maintain positive relationships with your colleagues—and you enjoy it. You’re that person everyone can depend on to pay attention to details, to make deadlines, to be accurate and complete when interacting clients, colleagues and carriers.

  • You love to learn. You’re earnest about improving and pursuing professional development.

  • You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.

  • You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)

  • You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

The Perks:

A competitive compensation package, a potential for profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave and paid time off to volunteer within the community. Also- we’re committed to a diverse workplace and a good work-life balance and offer a great career path with room for growth. We take pride in providing our colleagues with opportunities for career growth across all lines of business and function.

About us:

We are excited to be a part of the Marsh McLennan Agency family, an organization with people that share our same values. They are high performing, culturally oriented, and community driven. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues, clients and communities.

Remote work disclaimer:

Many of our departments offer hybrid work options, empowering colleagues to work from home several days per week. Depending on your experience, role and responsibilities, hybrid and fully remote options may be available. This position is not eligible for remote work in the state of Colorado.

ID: 2022-2520

External Company Name: PayneWest Insurance

External Company URL: http://www.paynewest.com/

Street: 165 Timberwolf Pkwy

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