Parker, Smith & Feek

Commercial Associate Account Administrator – Bellevue (ERP) - Provide processing support for the Account Administrators, Senior Account Administrators, and Account Managers. Assume responsibility for the proper and timely issuance of all certificates and maintenance of certificate files. Manage database including policy information and specification information. Order, check, and process endorsements and audits. Preparation of data sheets for renewal marketing. Invoice all documents. Order file folders from Corporate Services. Prepare loss recap display. Order Insurance Books. Request premium finance quotes from the Accounting Department. Adhere to all Parker, Smith & Feek systems and procedures, and insurance company regulations. Special projects as requested. Basic understanding of insurance, strong written and verbal communication skills, computer literacy and demonstrated ability as well as math aptitude ability to use the calculator is required. State of residency Agent's license will be required, Broker's license preferred. High school diploma or equivalent necessary. Minimum three years insurance experience required.

Commercial Account Administrator – Bellevue (ERP) - Exercise independent judgment in the managing and delivering all aspects of clients' insurance/risk management programs.  Provide prompt and accurate service to our commercial clients as well as our insurance company representatives.  Implement agreed-upon strategy to provide an optimal insurance/risk management program. Retain current clients.  Analyze client contracts for insurance purposes and negotiate with underwriters as needed, communicating findings to other account team members as well as client.  Negotiate additional coverages as required and requested by the customer. Prepare and present specifications to underwriters, negotiate for breadth of coverage and competitive pricing.  Place coverage, oversee invoicing, and document to client. Assist in accounting reconciliations as requested or needed.  Develop and maintain business relationships which will have a high level of integrity, trust, honesty, and creativity. Conduct business with a positive demeanor, demonstrating professionalism in our commitment to service.  Strong written and verbal communication skills.  Ability to take initiative, make independent decisions using good judgment, and accept responsibility for such decisions.  Math aptitude.  Computer skills.  Demonstrated insurance knowledge through the completion of an approved industry designation.  State of residency Agent's and Broker’s license.  High school diploma or equivalent, college degree preferred.  Minimum five to ten years insurance experience.  Three years to five retail agency and/or brokerage experience. 

Personal Lines Revenue Development Executive - Bellevue (ERP)- Coordinate all activities of the department to cultivate and retain long term relationships with wealth managers, private bankers, and other sources of continuous client referrals which meet our target market strategy. Responsible for development of marketing materials and educational services needed to facilitate the advisor’s needs and that of his clients. Develop business partnerships with wealth advisors who will promote our services and expertise to their clients. This relationship must be based on clear understanding of the services and products we can offer as well as our commitment to client service. Network within the community and centers of influence in order to create and maximize business development. Proactively work with fellow team members to create the service and sales model needed to sustain these relationships. Understand and adhere to our core values and to all PS&F systems and procedures including quality management. Develop a business plan on an annual basis with the approval of the manager. Participate in other sales initiatives if they align with primary position function. Required Knowledge, Skills and Abilities: Strong presentation skills and sales skills. Able to create marketing material. Strong negotiation skills. Ability to be a valued team member. Understanding of personal lines products and the needs of affluent clients. Remain current with markets and trends that affect our target clients. Education, Licenses and Experience: State of residency Producers license and appropriate non-resident licenses as req’d. College degree or CIC preferred.

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