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PayneWest Insurance Client Manager - Personal Insurance in Spokane, Washington

Personal Insurance Client Managers are responsible for partnering with our sales and client relations colleagues to manage the renewal and high level service aspects of clients within an assigned book of business. The Client Manager effectively manages the book to ensure high retention as a lead point of contact for any and all matters specific to their assigned accounts and will be in charge of maintaining strong and long-lasting relationships with their clients, colleagues, and carriers.

The ideal candidate will be a passionate and people-oriented client relations professional who is hungry, humble and smart. Our Client Managers don’t stop short of excellence and are driven to do what’s best for their clients and colleagues.

All colleagues at PayneWest are set up for career success through our comprehensive training program, which includes access to mentorship, training resources, and career growth opportunities.

  • Work with customers and carriers to handle incoming requests.

  • Manage accounts: including conducting account reviews which includes analyzing coverage, doing market research, remarketing, offering appropriate options, and acctively soliciting referrals for additional lines of business.

  • Be a resource for clients in risk mitigation regarding individual situations.

  • Analysis: provide clients with coverage analysis and recommendations for improved or additional coverage.

  • Update client information:keep accurate, up-to-date records on customers in our agency management system.

  • 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 ready to throw all stereotypes of “insurance”out the window and love your job.

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

  • You’re good with people,even on the tough days. Good customer service is just part of who you are, and you love making people happy.

  • Team oriented.You maintain positive relationships with your colleagues—and you enjoy it.

  • Leadership skills.You actually walk the walk. You lead by example.

  • You’re that person everyone can depend on—to pay attention to details, to make deadlines, to be accurate and complete when interacting with 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 and respect.

Additional Requirements

  • Bachelors degree and/or equivalent client service experience

  • Five or more years of insurance industry or related experience

  • Ability to obtain appropriate state licensure and CPRIA (Chartered Private Risk and Insurance Advisor)

  • Working knowledge of Microsoft Windows applications and MS Office

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

Here at PayneWest insurance is not boring. It’s anything but. We like to work as a team. We’re an employee-owned company, and we’re in it together—for the good of our clients, colleagues and communities. We’re fiercely independent about how we do business—and we’d like to keep it that way.

With 700 employees and 31 offices in Washington, Oregon, Idaho, and Montana, we are one of the top 40 largest independent insurance agencies in the country. We offer all the value-added services of a national firm except we aren’t just about a quote, sale, and a renewal. We advocate for our clients first and foremost. It’s about a relationship, smart business sense, long-term strategies, and being part of the community. Each of our offices has their own distinct personality.

Our Culture

We think we’ve developed a pretty great work culture. We got to where we are today through collaboration, innovation, and an unwavering commitment to doing what’s right. We strive for continuous improvement and excellence in our industry and our communities. We respect quality of life and nurture a balanced personal and professional environment. We treat our clients, colleagues and communities with fairness, decency and good citizenship.

ID: 2020-2029

External Company Name: PayneWest Insurance

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